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Trustee Directive for Benefit Payment Distribution in Form of a Lincoln Group Deferred Annuity Participant Information Contract/Certificate number Our records will be updated to reflect the address

How to fill out benefit wallet distribution request

How to Fill Out Benefit Wallet Distribution Request:

1. Begin by obtaining the necessary form from your employer or benefits administrator. The form may also be available online on the company's website or the benefits provider's portal.
2. Fill in your personal information accurately, including your full name, employee or member ID, contact information, and any other requested details.
3. Input the amount you wish to distribute from your benefit wallet. This might be the full balance available or a specific portion of it, depending on your needs and the allowed limits set by your employer or benefits plan.
4. Specify the type of distribution you desire. This may include options such as direct deposit to your bank account, issuing a check, or transferring the funds to a specific financial institution or investment account.
5. If choosing direct deposit, provide your bank account details, including the bank name, routing number, and account number. Ensure the accuracy of this information to avoid any delays or issues.
6. If opting for a check, double-check that you have entered the correct mailing address where the check will be sent. It is essential to ensure the address is current and up to date.
7. In case you are transferring the funds to another financial institution or investment account, include the necessary details such as the institution's name, account number, and any other required information.
8. Read through the form thoroughly before submitting it. Make sure all the information provided is correct and complete. Any errors or missing information may lead to delays in processing your distribution request.

Who Needs Benefit Wallet Distribution Request?

Employees or individuals who participate in employer-sponsored benefit plans that include a benefit wallet may need to fill out a benefit wallet distribution request. This request is typically required if you wish to withdraw or distribute funds from your benefit wallet for specific purposes such as medical expenses, dependent care, or other eligible expenses outlined in the benefits plan.

It is essential to consult with your employer or benefits administrator to determine if a benefit wallet distribution request is necessary for your particular benefits plan. They will be able to provide you with the appropriate form and guide you through the process of filling it out correctly.

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