EX-5 3 ex5.htm APPLICATION ex5.htm



 
Lincoln InvestmentSolutionsSM
Variable Annuity Application
The Lincoln National Life Insurance Company (Company)
Fort Wayne, Indiana
 
All sections must be completed. Please type or print. ANY ALTERATIONS TO THIS APPLICATION MUST BE INITIALED BY THE CONTRACT OWNER.

1a  Contract Owner  Maximum age of Contract Owner is 85. If Trust is owner, trust documents are required.

___________________________________  ____________________________________________________
Name (First, Middle Initial, Last)     Social Security Number/TIN
_______________________________________________ ___________________________      _ Male _ Female
Street Address (Physical Street Address required) Date of Birth
_______________________________________________ ______________________________________________
City State Zip             Home Telephone Number
_______________________________________________ ___________________________ Is Trust revocable*
Trustee Name*       Date of Trust*    __ Yes __ No
 
1b  Joint Contract Owner Maximum age of Joint Contract Owner is 85._______________________________
 
___________________________________ ______________________________________________________
Name (First, Middle Initial, Last) Social Security Number/TIN
_______________________________________________ __ Male __  Female   __ Spouse   __ Non-Spouse
Date of Birth

2a Annuitant (If no Annuitant is specified, the Contract Owner, or Joint Owner is younger, will be the Annuitant.)  Maximum age of Annuitant is 85.
 
_______________________________________________  ___________________________________________
Name (First, Middle Initial, Last) Social Security Number/TIN
_______________________________________________ ___________________________ __ Male __ Female
Street Address (Physical Street Address required) Date of Birth
_______________________________________________ _____________________________________________
City State Zip Home Telephone Number
 
 
2b  Contingent Annuitant          Maximum age of Contingent Annuitant is 85
            
Name (First, Middle Initial, Last) Social Security Number/TIN

3  Beneficiaries (Share percentage must equal 100%. State beneficiaries full legal name. List additional beneficiaries in Section 7.
 
_________________________________ ________________________ _________     __________      ________%
Full Legal Name __ Primary __ Contingent    Relationship to Contract Owner   Date of Birth    SSN/TIN
_____________________________________________________________________________________________
Beneficiary Address (Physical Street Address required)
_________________________________ ________________________ _________     __________      ________%
Full Legal Name __ Primary __ Contingent    Relationship to Contract Owner   Date of Birth    SSN/TIN
_____________________________________________________________________________________________
Beneficiary Address (Physical Street Address required)
_________________________________ ________________________ _________     __________      ________%
Full Legal Name __ Primary __ Contingent    Relationship to Contract Owner   Date of Birth    SSN/TIN
_____________________________________________________________________________________________
Beneficiary Address (Physical Street Address required)

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4 Type of Contract (only choose one)

__ Nonqualified: (Do NOT select plan type)
__ Tax-Qualified (Must complete plan type)
Plan Type (Check one):  __ Roth IRA  __ Traditional IRA __ SEP  __ 401(k)*
__ 401(a)*  __ 457(f) Executive Benefit*  __ 457(f) Government/Nonprofit*
__ Other_________________________________________
*Additional Qualified Retirement Plan Hold Harmless Agreement Required.


5 Telephone/Internet Authorization (Check box if this option is not desired.)

I/We hereby authorize and direct the Company to accept instructions via telephone or the internet from any person including my/our registered representative who can furnish proper identification to exchange units from sub account to sub account, change the allocation of future investments, and/or clarify any unclear or missing administrative information contained on the application at the time of issue. I/We agree to hold harmless and indemnify the  Company and its affiliates and any mutual fund managed by such affiliates and their directors, trustees, officers, employees and agents for any losses arising from such instructions.

If you DO NOT want Telephone/Internet Authorization check this box __

6 Replacement Must complete this section

What is the total amount of annuities and all inforce insurance on your life? (Please list in the box below.)
If none, check this box: __

   
Company
Face Amount (Life Insurance Only)
Policy/Contract Number
Issue Date (mm/dd/yy)
Replacement or Change of Policy/Owner
Check here if 1035Exchange
           
           


7 Additional Remarks
_____________________________________________________________________________________________
_____________________________________________________________________________________________
__________________________________________________________________________________________________________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________


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8 Declarations and Signatures
Residents of all states except Virginia and Washington, please note: Any person who knowingly, and with intent to defraud any insurance company or other person, files or submits an application or statement of claim containing any materially false or deceptive information, or conceals, for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent insurance act, which is a crime and may subject such person to criminal and civil penalties.

All statements made in this application are true to the best of my/our knowledge and belief, and I/we agree to all terms and conditions as shown. I/We acknowledge receipt of a current prospectus and verify my/our understanding that all payments and values provided by the contract, when based on investment experience of the Variable Account, are variable and not guaranteed as to dollar amount. I/We understand that all  payments and values based on the fixed account are subject to an interest adjustment formula that may increase or decrease the value of any transfer, partial surrender, or full surrender from the fixed account made prior to the end of a guaranteed period. Under penalty of perjury, the Contract Owner(s) certifies that the Social Security (or taxpayer  identification) number(s) is correct as it appears in this application.
 
_____________________________ __________________________________    ______________________
Signature of Contract Owner Signature of Joint Contract Owner (if applicable) Date
___________________________________ ____________________________
Dated at (City and State) Dated at (City and State)
_____________________________________________ ____________________
Signature of Annuitant (Annuitant must sign if Contract Owner is Trust or Custodian.) Date

9 Representative’s Signature
Does the applicant have any existing life insurance policies or annuity contracts? __ Yes __ No
Will the proposed contract replace any existing annuity or life insurance?__ Yes __ No
The representative hereby certifies he/she witnessed the signature(s) in Section 8 and that all information contained in this application is true to the best of his/her knowledge and belief. The representative also certifies that he/she has used only Company approved sales materials in conjunction with the sale and copies of all sales materials were left with the applicant(s). Any electronically presented sales material shall be provided in printed form to the applicant no later than at the time of the policy or the contract delivery.
 
________________________________________ ____________________________________
Signature of Registered Representative Registered Representative SS#






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