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 .
Click the link(s) below for information on Lincoln Financial Group investment products:
Click the link(s) below for information on the fees associated with Lincoln Financial Group accounts:
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.
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) - Umpqua Community College Status
To Be Determined
Lincoln Financial Group by Lincoln National Corporation Plan Number
When contacting Lincoln Financial Group or its local contacts, have ready your Umpqua Community College - Lincoln Financial Group by Lincoln National Corporation GROUP NUMBER: GP01369
Umpqua Community College EIN
When contacting Lincoln Financial Group or its local contacts, you may require the Umpqua Community College EIN: 930519151
Umpqua Community College 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 Umpqua Community College 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 Umpqua Community College and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Umpqua Community College 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).
Employer Minimum Contribution
Umpqua Community College
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.
Umpqua Community College Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Umpqua Community College 403(b) Plan and much more on the Umpqua Community College Information Page, available by clicking here.