Form La02298 - Partnering With Lincoln Financial (Page 2 of 4) in pdf

Form La02298 - Partnering With Lincoln Financial Page 2

Welcome

We are pleased that you have chosen to associate with Lincoln Financial Group. The instructions, information and forms on

the following pages are designed to make the process of licensing, contracting and appointment a smooth and expeditious

experience.

Our company is focused on offering superior service to superior producers. To avoid an unnecessary delay in processing,

please be certain that all items on the contract checklist have been completed and submitted.

Contracts received from agents residing in “Just in Time” (immediate appointment) states will be processed upon receipt of

first New Business application. Please note that the paperwork submitted will be reviewed for completeness once New

Business is received.

Contracting received from agents residing in “Pre-Appointment” states is processed immediately. Agents may solicit upon

receipt of Department of Insurance appointment approval.

INSTRUCTIONS FOR COMPLETION OF FORMS

PRODUCER SECTION

Producer’s Name: ______________________________________________________

COMPLETE AND PROVIDE THE FOLLOWING:

Professional Profile LA02296VA

Fair Credit Reporting Act Disclosure and Authorization LA02298

Copy of current license for all requested states (if currently licensed). Submit appropriate fees for non-resident

appointments requested

Mail completed packet to (Please select only one method of submission)

Lincoln Financial Group

Distribution Gateway - 2S30

PO Box 515

Concord, NH 03302-0515

OR E-Mail to

OR Fax to 603-226-5311

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates

Page 1 of 1

BJ-02295VA

10/07

Form La02298 - Partnering With Lincoln Financial Page 2