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Northwest Regional ESD

Lincoln Financial Group by Lincoln National Corporation

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

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.

Landing Pages

Product and Fee Information

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

Marketing Information

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

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

  • Lincoln Financial Group 403(b) Consumer Education Page
  • Lincoln Financial Group Calculators

    NWRESD Plan Number

    When contacting Lincoln Financial Group to open an account, please reference Plan Number: CR07083

    NWRESD Local Contacts

    The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

    Investment Options

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

    • Variable Annuities with a Fixed Account
    • Variable Annuities without a Fixed Account

    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.

    Vendor Forms and Online Submissions Links

    When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Lincoln Financial Group to request your form.