Lincoln- Electronic Delivery of Statements and Confirmations

Effective September 1, 2020, Lincoln will no longer print and mail hard copies of life insurance annual and quarterly statements, or VUL confirmations, to financial professionals or to our office. For access, all materials are available electronically at LincolnFinancial.com.

From Lincoln:

As we all adjust to the far-reaching impacts of COVID-19, Lincoln is taking steps to ensure our customers and financial professionals can continue accessing the information they need, without interruption. One immediate step we are taking to maintain business continuity is to move client quarterly and annual statements, and VUL confirmations, exclusively online. (Please note: documents will still be printed and mailed to policyowners.)

In the past, Lincoln printed and mailed this correspondence to financial professionals and their offices. However, due to increased work from home situations and safety precautions for both you and our staff, this move to electronic delivery is a natural step to ensure you continue to have access to the information you need. It’s easy to access on LincolnFinancial.com, and below are instructions on how to get you and your office started.

There are many benefits of electronic correspondence, such as:

• Speed: Access correspondence anytime online, 24/7. Now you won’t have to wait for mailed copies.
• Convenience: Historical correspondence is available from 2010 to today. That is ten years of information, all in one easy-to-access location!
• Security: Protect your customers’ information and reduce your burden for handling and appropriately destroying confidential customer information.

How it affects you

If you are already registered on our website, no action is required. 

If you have not yet registered, please do so to ensure you are able to view future statements and VUL confirmations.   

See Instructions and FAQ’s here.