Form preview

Get the free Group Life Conversion Form - SMPbenefits.com

Get Form
Lincoln Life & Annuity Company of New York Service Office: PO Box 21008, Greensboro, NC 27420-1008 (hereinafter referred to as the Company) Mail this completed form to: Lincoln Life & Annuity Company
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign group life conversion form

Edit
Edit your group life conversion form form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your group life conversion form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing group life conversion form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit group life conversion form. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out group life conversion form

Illustration

How to fill out group life conversion form:

01
Start by gathering all necessary information, such as your personal details, policy number, and the name of the insurance company providing the group life insurance policy.
02
Carefully read through the instructions provided on the form. Understand the requirements and any supporting documents that may be needed.
03
Fill in your personal information accurately, including your full name, address, contact details, and social security number.
04
Provide the policy information, which can usually be found on your group life insurance policy documents. This may include the policy number, effective dates, and coverage amount.
05
Specify the reason for conversion, as well as the type of conversion you are requesting (e.g., individual policy, term life, whole life, etc.).
06
Indicate any beneficiaries you would like to designate and provide their relevant details, such as their full names and social security numbers.
07
Review the form thoroughly to ensure all information is correctly entered. Double-check for any errors or missing information.
08
If required, attach any necessary supporting documents, such as a copy of your group life insurance policy or any medical records.
09
Sign and date the form, acknowledging that all the information provided is true and accurate.
10
Follow the submission instructions provided on the form, such as mailing it to the appropriate address or submitting it electronically through the insurance company's online portal.

Who needs group life conversion form?

01
Employees who are leaving their job and no longer have access to their employer-sponsored group life insurance coverage may need to fill out a group life conversion form. This allows them to convert their coverage into an individual policy.
02
Individuals who have been laid off or terminated from their job and want to continue their life insurance coverage may also need to complete a group life conversion form.
03
Dependents of an insured individual who was covered under a group life insurance policy may need to fill out a conversion form to continue the coverage after the insured person's death.
04
Any individual who wishes to convert their group life insurance coverage into an individual policy, regardless of the reason, will likely need to complete a group life conversion form.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.2
Satisfied
37 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your group life conversion form. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
With the pdfFiller mobile app for Android, you may make modifications to PDF files such as group life conversion form. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.
Use the pdfFiller mobile app to complete your group life conversion form on an Android device. The application makes it possible to perform all needed document management manipulations, like adding, editing, and removing text, signing, annotating, and more. All you need is your smartphone and an internet connection.
Group life conversion form is a document that allows eligible individuals to convert their group life insurance coverage to an individual policy upon leaving the group.
Employees or members who are leaving the group and wish to maintain their life insurance coverage.
The form can typically be obtained from the insurance provider and must be completed with personal information and policy details.
The purpose is to provide individuals leaving a group with the option to continue their life insurance coverage on an individual basis.
Personal details, policy number, coverage amount, beneficiary information, and any other relevant policy details.
Fill out your group life conversion form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.