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Estacada School District

Lincoln Financial Group by Lincoln National Corporation
(aka: Lincoln Financial Group)

This Vendor Page has not been approved by Lincoln Financial Group by Lincoln National Corporation,
but the information provided should be useful to you.

Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) - General Status

Lincoln Financial has signed an amended CCC ISA that is Direct in nature due to Lincoln's requirement that Employers return a “Letter of Direction” and an “Indemnification Agreement” for the agreement to be honored. Employers may complete these documents by clicking on the "Exchanges and Transfers" link in the left-hand navigation menu, then see the Lincoln Financial link under the heading "Vendors with Individual Direct to District ISAs" for more information.

Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) Web Homepage

Lincoln Financial Group Homepage may be accessed here .

Product Information

Click the link(s) below for information on Lincoln Financial Group investment products:

  • End of List

Fee Information

Click the link(s) below for information on the fees associated with Lincoln Financial Group accounts:

  • End of List

403(b) Investment Options

Lincoln Financial Group offers the following type(s) of 403(b) investment option:

  • Variable Annuities with a Fixed Account
  • Variable Annuities without a Fixed Account
  • End of List

Roth 403(b) Contribution Policy

Lincoln Financial Group accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Lincoln Financial Group are marketed using the following approaches:

  • End of List Declared by Lincoln Financial Group

Helpful Employee Resources

Lincoln Financial Group provides a consumer education and planning center on its website. These vendor-provided websites have varying generic content, but often include videos, reports, and calculators to assist participants in their financial and life planning.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Lincoln Financial Group, please visit our General Lincoln Financial Group by Lincoln National Corporation Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

Lincoln Financial Group by Lincoln National Corporation (aka: Lincoln Financial Group) - Estacada Status

Estacada has entered into a Direct ISA with Lincoln Financial.

Lincoln Financial Group by Lincoln National Corporation Plan Number

When contacting Lincoln Financial Group or its local contacts, have ready your Estacada - Lincoln Financial Group by Lincoln National Corporation GROUP NUMBER: GP40031

Estacada EIN

When contacting Lincoln Financial Group or its local contacts, you may require the Estacada EIN: 936000284

Estacada Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Lincoln Financial Group on Estacada list of authorized vendors.

Request Additional Information from Lincoln Financial Group by Lincoln National Corporation

Contact Lincoln Financial Group directly if you have additional questions about Lincoln Financial Group products or services.

Information Sharing Agreement, If Applicable

Lincoln Financial Group by Lincoln National Corporation has signed a Direct Information Sharing Agreement with Estacada and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Estacada 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Estacada does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Lincoln Financial Group by Lincoln National Corporation does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Lincoln Financial Group by Lincoln National Corporation has supplied the following forms which may be PDFs or online submittals:

Please contact Lincoln Financial Group to request any other type of forms you might need.

Estacada Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Estacada 403(b) Plan and much more on the Estacada Information Page, available by clicking here.