How to Notify Lincoln Financial of a Death
Online claims portal. File a life insurance death claim through Lincoln's online claims portal, or call customer service for help.
Lincoln Financial — contact info
- Estate / bereavement phone
- 877-275-5462
What Lincoln Financial requires
Completed Claimant's Statement
Qualified or Non-Qualified version, depending on the policy type.
Death certificate
What to expect
Processing time: Lincoln will follow up with the claimant, physician, or employer if more information is needed before a claim decision is made.
A letter you can send Lincoln Financial today
Lincoln Financial Group [Insurance Company Address] Re: Life Insurance Claim — Insured: Robert J. Sample Dear Claims Department, I am writing to initiate a life insurance claim on the above-referenced policy. The insured, Robert J. Sample, has passed away. I am the personal representative of the estate. I respectfully request the following: 1. Please send me the required claim forms and a complete list of documents needed to process this claim. 2. Please confirm the current status and details of the policy. 3. Please advise of any deadlines or time-sensitive requirements.
Lincoln Financial death notification FAQ
How do I notify Lincoln Financial of a death?
Online claims portal. File a life insurance death claim through Lincoln's online claims portal, or call customer service for help.
What documents does Lincoln Financial require?
Completed Claimant's Statement — Qualified or Non-Qualified version, depending on the policy type. Death certificate
How long does the process take with Lincoln Financial?
Lincoln will follow up with the claimant, physician, or employer if more information is needed before a claim decision is made.
What if my loved one had other accounts besides Lincoln Financial?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against Lincoln Financial's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Lincoln Financial's official page before relying on this guide. Estate Assist provides general information, not legal advice.