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ELECTION OF SYSTEMATIC WITHDRAWALS CONTRACT INFORMATION / / Annuity Owner Date of Birth Address City State Zip Social Security Number Contract Number I hereby elect the funds held by you under the
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How to fill out a Lincoln Financial distribution request:

01
Visit the Lincoln Financial website or contact their customer service to obtain the necessary forms for the distribution request.
02
Fill out personal information such as your name, social security number, and contact details on the form.
03
Specify the type of distribution you are requesting, whether it's a withdrawal, rollover, or annuity payout.
04
Provide information about the account from which you wish to make the distribution, such as the account number, type of account, and investment options.
05
Indicate the amount or percentage of the distribution you would like to receive, and whether you want it in a lump sum or monthly installments.
06
If applicable, provide instructions for any taxes or withholdings you would like to have applied to the distribution.
07
Sign and date the form, and make a copy for your records.
08
Submit the completed form to Lincoln Financial via mail, fax, or online submission, following the instructions provided on the form.

Who needs a Lincoln Financial distribution request?

01
Individuals who have an investment account with Lincoln Financial and wish to access their funds through a withdrawal, rollover, or annuity payout.
02
Those who want to transfer their funds to another financial institution or retirement account.
03
Individuals who need to receive a distribution for retirement income or other financial needs.
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Lincoln Financial Distribution Request is a form used to request a distribution of funds from a Lincoln Financial account.
Any individual or entity who holds a Lincoln Financial account and wishes to make a distribution of funds is required to file a Lincoln Financial Distribution Request.
To fill out a Lincoln Financial Distribution Request, you need to provide your account information, specify the amount and method of distribution, and sign the form.
The purpose of a Lincoln Financial Distribution Request is to initiate the process of withdrawing funds from a Lincoln Financial account.
The Lincoln Financial Distribution Request typically requires you to report your account information, distribution amount, method of distribution, and any applicable tax withholding elections.
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