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How to submit a life claim to Lincoln Financial

Lincoln Financial has made sure it’s fast and easy to securely report a life claim to Lincoln. 

Events that can be reported for an employee or dependent include:

  • Death
  • Accelerated death benefits
  • Dismemberment or loss of sight
  • Waiver

How to submit a claim:

  1. Log in to MyLincolnPortal.com.
  2. Select Report a New Life Claim.
  3. Provide the following supporting information:
    • Company address
    • Claimant/beneficiary information
      • Employee Social Security number or employee company ID
      • Employee first and last name, birthdate, and gender
      • Address
    • Policy information
      • Date employed
      • Date last worked
      • Scheduled work hours
      • Earnings
      • Coverage amounts after earnings
      • Work status
    • For dependent claims
      • Dependent first and last name, birthdate, and gender
      • Relationship to employee
      • Address 

You’ll need to upload enrollment information with your portal submission and a beneficiary designation for employee death claims. Note: If coverage is contributory, Lincoln requires two full years of enrollment data. They will accept screenshots of enrollment information and the beneficiary designation. 

Other helpful information, if applicable, may include date of death, date of last increase or decrease, and reason for death. 

If on approved leave with another carrier, please provide leave documentation.