Forms & claims

Forms

Life Insurance

Find forms for updating your address to changing your beneficiary and filing a claim.
See all life insurance forms.

Long-term Care

Find forms for Care Provider Assessment, Assignment of Benefits, Medical Assessment and more.
See all long-term care forms.

Annuities

Find forms to make a deposit, set up automatic drafts, change your beneficiary and more.
See all annuities forms.

Retirement Plans

Log in or register for an online account to access forms. Once logged in you can find forms to make changes to your plan, increase your contributions, update your services and more.

Insurance Through Your Workplace

Find forms for everything from enrollment and administration to claims. You can find forms you need for insurance through your workplace at www.Lincoln4Benefits.com .

Claims

Life Insurance (death notification)

Losing a loved can be overwhelming. Making it easy to file a claim is one of the most important things we do.
View life insurance claims.

Long-term Care (start notification)

The need for Long-term Care and support services can be challenging.  We believe the claims process should be as stress-free as possible.
View long-term care claims.

Annuity Claim (death notification)

Coping with the loss of a loved one is difficult enough. We make filing a claim as simple as possible.
View annuities claims.

Disability

The onset of a disability is the time to focus on your health, not paperwork. That’s why we make it easy to file a claim.
View disability claims.

Workplace Insurance

Do you need to file a claim associated with your workplace insurance? We’ve got the information you need to get started.
View workplace insurance claims.