Pensions West

Some of the most commonly used Lincoln Financial Group forms are listed below. Click on the form you wish to use to get a pdf version.
You can fill these out and upload them securely back to me in our upload section.

File Name Purpose File size
What is a 401(k) Plan? Explanation of 401(k) plans and their rules 686 KB
Lincoln Enrollment Kit Lincoln Enrollment Kit & Form 2.4 KB
IRA Transfer Active Participant transfers an existing IRA to their 401(k) plan 62 KB
Lincoln Hardship Lincoln Hardship Form 630 KB
Loan Forms Loan request for Participant 131 KB
Lincoln Distribution Form For Lump Sum and Direct Transfers 583 KB
Trustee Payment to IRA Trustee directs payout of a Terminated Employee to an IRA 591 KB
AFG 401k Dist Distribution form for American Funds 401(k) Plan 325 KB