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
Fill these in and the letter below becomes yours — dated today, ready to print and send. Nothing is saved and you don't need an account.
Your letter asks what the institution requires. It won't claim you're authorised to act for the estate — only a court appointment gives you that, and saying so without one can hold up the process.
Lincoln Financial Group 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, [Your Name], am writing regarding the estate of Robert J. Sample, to ask what your institution requires in order to proceed. 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. Enclosed please find a certified copy of the death certificate for your records. I can be reached at the contact information below. Thank you for your assistance during this difficult time. Sincerely, [Your Name] [Your Address] [Your Phone] [Your Email] Enclosures: - Certified Death Certificate - Government-issued Identification
Fill in the bracketed lines under your signature before you send it, so Lincoln Financial can reach you.
Most estates need this same letter for eight or nine institutions, not just Lincoln Financial. Estate Assist finds them and drafts a letter for each.
Draft the rest of my letters →Can't find an account login? Check a password manager app like LastPass, 1Password, Bitwarden, or Dashlane — many people store their logins there. Look for a small colored icon in the browser toolbar or on the phone's home screen. You'll need the master password to unlock it — never share that with anyone claiming to need it for notification purposes.
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.