Estate planning at Lincoln Financial
How to protect 21 Lincoln Financial accounts — manage beneficiaries online, fund a trust by mail, and file claims through Lincoln Financial's Life Insurance Customer Service (beneficiary, ownership and trust changes)
Life Insurance Customer Service
Lincoln Financial Group, P.O. Box 21008, Greensboro, NC 27420-1008 (Overnight: 100 North Greene Street, Greensboro, NC 27401). Serves MoneyGuard, variable, term, whole and universal life products, including First Penn-Pacific policies. Lincoln routes by policy number, so this number works even if you do not know which team services your policy.
Life Insurance Customer Service (beneficiary, ownership and trust changes)
Lincoln Financial Group, Insurance Operations - G10-00, P.O. Box 21008, Greensboro, NC 27420-1008. Annuity beneficiary and trust-ownership forms go to a DIFFERENT office: Lincoln Financial Group, P.O. Box 2348, Fort Wayne, IN 46801-2348 (fax 260-455-6310, AnnuityForms@lfg.com).
Individual Life Insurance Death Claims (Claim Dept. - 5310)
Lincoln Financial Group, Claim Dept. - 5310, P.O. Box 21008, Greensboro, NC 27420-1008 (Overnight: Lincoln Financial Group, Claim Dept. - 5310, 100 N. Greene Street, Greensboro, NC 27401)
Lincoln Financial is a insurance company with 21 products relevant to estate planning. Life insurance and annuity proceeds transfer directly to named beneficiaries outside of probate, making beneficiary designations one of the most important estate planning steps for Lincoln Financial policyholders.
Beneficiary designations at Lincoln Financial can be managed online, by mail, and by phone, typically taking 10-15 minutes online; annuity changes post the next business day. Trust funding is also available, allowing families to name a trust as the policy beneficiary or establish an irrevocable life insurance trust (ILIT).
Lincoln Financial has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust by mail, and review 21 account types at Lincoln Financial.
View details →When someone dies
Death claim process
Contact Lincoln Financial's Life Insurance Customer Service (beneficiary, ownership and trust changes) to file a claim. 10-step process, 12 required documents, and contact information for survivors.
View details →Lincoln Financial's Life Insurance Customer Service (beneficiary, ownership and trust changes) can answer questions about beneficiaries, trusts, or death claims at 1-800-487-1485. Email inquiries can be sent to CustServSupportTeam@LFG.com.
Sources
Data sourced from Lincoln Financial primary sources (23 pages reviewed). How we research.
Life Insurance Customer Service
Lincoln Financial Group, P.O. Box 21008, Greensboro, NC 27420-1008 (Overnight: 100 North Greene Street, Greensboro, NC 27401). Serves MoneyGuard, variable, term, whole and universal life products, including First Penn-Pacific policies. Lincoln routes by policy number, so this number works even if you do not know which team services your policy.
Life Insurance Customer Service (beneficiary, ownership and trust changes)
Lincoln Financial Group, Insurance Operations - G10-00, P.O. Box 21008, Greensboro, NC 27420-1008. Annuity beneficiary and trust-ownership forms go to a DIFFERENT office: Lincoln Financial Group, P.O. Box 2348, Fort Wayne, IN 46801-2348 (fax 260-455-6310, AnnuityForms@lfg.com).
Individual Life Insurance Death Claims (Claim Dept. - 5310)
Lincoln Financial Group, Claim Dept. - 5310, P.O. Box 21008, Greensboro, NC 27420-1008 (Overnight: Lincoln Financial Group, Claim Dept. - 5310, 100 N. Greene Street, Greensboro, NC 27401)
Estate planning articles
Learn how to protect your Lincoln Financial accounts and other assets with trusts, beneficiary designations, and estate planning documents.
