Beneficiary

Designating beneficiary or beneficiaries is one of the easier financial decisions we may encounter.  Not designating beneficiaries, or having outdated designations, may be one of the costlier errors one may make.  Please take a few moments to make sure your money goes where you want it to go.  If you have questions about your beneficiary designations, please contact your Advisor to review your situation.

Lincoln Investment Beneficiary Form for Retirement Accounts

Lincoln Investment Beneficiary Form for Non-Retirement Accounts (Transfer On Death Registration)

You may also update your beneficiaries directly in the Lincoln Investment Investor Website.

Please complete your beneficiary information below.  Our Service Team will prepare the necessary forms to update all of your accounts, and contact you to sign the necessary forms for each of your accounts.  For assistance, please call 1-877-566-9468.

Thank you for taking this important step in your financial Journey.