Forms
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 |
