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For use with: Lincoln American Legacy Retirement Lincoln American Legacy Retirement in the State of New York Dollar cost averaging Participant Information Participant s name Social Security number
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How to fill out Lincoln American Legacy Retirement:

01
Obtain the application form: Start by acquiring the necessary application form for Lincoln American Legacy Retirement. This can be obtained online or by contacting Lincoln Financial Group directly.
02
Provide personal information: Begin by filling out your personal information accurately and completely. This may include your full name, date of birth, social security number, contact details, and any other required information.
03
Specify desired retirement options: Indicate your retirement goals and preferences by selecting the desired retirement options offered by Lincoln American Legacy Retirement. This may include choosing a specific retirement plan or investment strategy that aligns with your financial objectives.
04
Review investment options: Evaluate the various investment options provided by Lincoln American Legacy Retirement. Take time to understand the different funds, portfolios, or asset classes available and select the ones that best suit your risk tolerance and long-term goals.
05
Nominate beneficiaries: Provide the details of your chosen beneficiaries. These individuals will receive the funds or benefits associated with your Lincoln American Legacy Retirement account in the event of your passing. Ensure the information given is accurate and up to date.
06
Consider additional features or riders: Assess any additional features or riders offered by Lincoln American Legacy Retirement that may enhance your retirement plan. These could include options for long-term care coverage, lifetime income guarantees, or other customizable aspects that align with your needs.
07
Review and double-check: Before submitting your application, thoroughly review all the information you have provided. Double-check for any errors or omissions, ensuring accuracy and completeness. It's essential to eliminate any mistakes that could potentially affect the processing or approval of your application.

Who needs Lincoln American Legacy Retirement:

01
Individuals planning for retirement: Lincoln American Legacy Retirement is suitable for individuals who are actively preparing for their retirement. It offers a range of investment options and features that can cater to various retirement goals.
02
Those seeking long-term financial security: If you are looking for a retirement plan that provides long-term financial security and the potential for growth, Lincoln American Legacy Retirement can be a suitable choice. It offers investment options designed to help build wealth over time.
03
Those in need of beneficiary protection: Lincoln American Legacy Retirement allows you to nominate beneficiaries who will receive the funds or benefits associated with your retirement account upon your passing. This makes it a suitable option for individuals concerned about providing for their loved ones after they are gone.
04
Individuals seeking customizable retirement plans: With its additional features and riders, Lincoln American Legacy Retirement offers customization options. If you desire a retirement plan that can be tailored to your specific needs and circumstances, this product may suit your requirements.
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Lincoln American Legacy Retirement is a retirement plan offered by Lincoln Financial Group.
Employees who participate in the Lincoln American Legacy Retirement plan are required to file.
To fill out the Lincoln American Legacy Retirement form, individuals should follow the instructions provided by Lincoln Financial Group.
The purpose of Lincoln American Legacy Retirement is to help individuals save for retirement and secure their financial future.
The Lincoln American Legacy Retirement form requires individuals to report their contributions, investment choices, and beneficiaries.
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