EX-99.E APPLICATIONS 5 app.htm
Exhibit e(2)

Modified Single Purchase Payment Deferred
Variable Annuity Application
Lincoln Life & Annuity Company of New York (Company)
Syracuse, New York Servicing Office: PO Box 2348, Fort Wayne, IN 46801-2348 Overnight Address: 1301 S Harrison St., Fort Wayne, IN 46802-3425 Service Center: 877-534-4636 Sales Desk: 877-533-0265
Applicants signing in New York must use this form.
Instructions: Please type or print. ANY ALTERATIONS TO THIS APPLICATION MUST BE INITIALED AND DATED BY THE APPLICANT.
ALL “REQUIRED” SECTIONS MUST BE COMPLETED.
Product Options: Lincoln ChoicePlusSM Advisory

Type of Contract Being Applied For - Required
Non-Qualified (Do NOT select Plan Type) Tax-Qualified (MUST select Plan Type, below)
Plan Type (Check One): Roth IRA Traditional IRA SEP IRA Other 

Contract Owner (Owner)1 - Required
Name/Trust2:   Date of Birth: SSN/TIN:   Male Female  Home Telephone:  Physical Address:    Mobile Telephone:  City, State & Zip Code:    Citizen of (Country):  Email Address:   Date of Trust:  Trustee Name(s):   Is Trust Revocable: Yes No

Joint Contract Owner (Joint Owner)1, if any – Non-Qualified Contract Only
Name:   Date of Birth:  SSN/TIN:   Male Female  Home Telephone:  Physical Address:    Mobile Telephone:  City, State & Zip Code:    Citizen of (Country): 
Email Address:   Relationship to Owner: Spouse
Non-Spouse

Annuitant1 – If no Annuitant is specified, the Owner, or Joint Owner (if younger), will be the Annuitant. If a Living Benefit Rider is elected, the Annuitant will follow the Living Benefit Rider specifications.
Same as: Owner  Joint Owner  Other - Complete information: Relationship to Owner:  Name:   Date of Birth:  SSN/TIN:   Male Female  Home Telephone:  Physical Address:    Mobile Telephone:  City, State & Zip Code:    Citizen of (Country):  Email Address:
Contingent Annuitant1, if any (not available on qualified or non-natural owner, except for Charitable Remainder Trust) Same as:  Owner  Joint Owner  Other - Complete information: Relationship to Owner: 
Name:   Date of Birth:  SSN/TIN:   Male Female  Home Telephone:  Physical Address:    Mobile Telephone: 
City, State & Zip Code:   Citizen of (Country): 


1 Minimum and maximum age restrictions apply for all Owners and Annuitants.
2 Additional documentation required. Please Complete and Return the Certification of Trustee Powers Form (AN07086).




Beneficiary(ies) Required Beneficiaries share equally unless otherwise indicated. If a percentage is indicated, use whole number percentages and the allocation total must equal 100%. Additional beneficiaries can be listed below in Additional Remarks.
1.
   % Primary Name:   Date of Birth: Relationship to Owner:  Male Female  SSN/TIN: Email Address:  Telephone: Physical Address:
2.
   % Name:   Date of Birth: Relationship to Owner:  Male Female  SSN/TIN: Email Address:  Telephone: Physical Address:
Primary  Contingent
3.
   % Name:   Date of Birth: Relationship to Owner:  Male Female  SSN/TIN: Email Address:  Telephone: Physical Address:
Primary  Contingent

Replacement Information Required (All information needs to be completed.)
Yes No Do you own any existing annuities or life insurance?
Yes No Do you intend to replace or change any existing annuity contract or life insurance policy?
(Financial Professional/Agent: Complete a separate New York Definition of Replacement form. Refer to the Annuity Instructions for Completing Regulation 60 Forms if any questions on that Definition of Replacement form are answered Yes.)

 
Company
Approximate Transfer Amount
 
Policy/Contract Number
Replacement of Annuity/Life
 
$
 
Annuity Life
 
$
 
Annuity Life
 
$
 
Annuity Life




Initial Deposit – Minimum: $10,000 (Will be higher if a Living Benefit Rider is selected.)
Please Indicate: New Deposit $ 
1035 Exchange (Non-Qualified) $
Transfer (Qualified) $
Rollover (Qualified) $
Total Expected Amount: $ 
How many separate deposits/transfers are expected? - If this field is not complete, your request will not be processed.
1 23Other:
Source of Funds:  For Non-Qualified (i.e. Brokerage Account, Inheritance, etc.): 
Please check if applicable. Deceased Contract (Beneficiary IRA, Deceased IRA, Extended Payout, etc. Please complete form AN07361.)
Note: For more than one deposit/transfer: The Contract will issue with the first deposit/transfer received. If 90 calendar days after your application is received and not all expected amount is received, no additional deposits/transfers will be allowed in the Contract.
Any deposits/transfers not listed here will not be allowed to be added after the Contract is issued.

Dollar Cost Averaging (DCA) – Program Minimum: $1,500. (Indicate the amount of the initial deposit to be allocated to the DCA holding account; NOT the monthly amount. If the holding account is a variable fund only the deposit allocated to DCA will transfer as part of the DCA program. Investment gain, if any, will not transfer.)
Total Amount to DCA: 100% (default) OR  % OR $ 
If duration or holding account is chosen below, DCA will default to 100% of initial deposit unless otherwise indicated above.
Duration of DCA: 3 Months
6 Months
12 Months
Note: The 3 month option may not always be available. If not available and is selected, the duration will default to the next shortest duration available.

Select One: LVIP Government Money Market Fund
LVIP Macquarie Bond Fund
LVIP Macquarie Limited-Term Diversified Income Fund
Note: The DCA holding account and the DCA funds elected cannot be the same. If no holding account is selected, the entire amount will be allocated to the LVIP Government Money Market Fund.

Death Benefits
Select One: Guarantee of Principal Death Benefit (default)
Highest Anniversary Death Benefit
No Guaranteed Death Benefit - Only for Owner or Annuitants age 86 through 89 at contract issue (i.e.
Account Value on the date a death claim is received in good order.)

No Living Benefit Rider
Check here if you do NOT want a Living Benefit Rider. Select funds starting on page 7.




Living Benefit Rider Option: See the prospectus for complete rider details, including charges and age restrictions.

Accumulation and Income Option
This rider provides guaranteed growth for future income and guaranteed lifetime income. A $25,000 minimum applies and if the Contract Owner is an individual, that person must be the Annuitant. If the joint life option is elected, the Spouse must be the Joint Owner or 100% Primary Beneficiary.

 
Single Life
Joint Life
Investment Options
Ability to transition to
i4LIFE® Advantage in the future
Select Funds From
Lincoln Market Select® Advantage Rider
Broad range of options
Yes
Page 5





IMPORTANT INFORMATION
Investment Requirements: If a Living Benefit Rider is elected a client can allocate all values among specific funds, a model or build an asset allocation portfolio with at least a minimum percentage allocated to one group of funds and a maximum percentage allocated to another group(s) of funds. These investment requirement methods will not change after election of a Living Benefit Rider without approval of the New York State Department of Financial Services. Any future investment allocation transfers must meet these investment allocation requirements. Subaccount availability may vary. No Fixed Account may be elected.
Lincoln Market Select® Advantage Rider
The Rider Charge is based on the Income Base and the cost of the Rider increases for Automatic Annual Step-ups, the Enhancements and decreases for Excess Withdrawals. The annual percentage charge may increase each time the Income Base increases as the result of the Automatic Annual Step-up. The annual percentage charge may increase upon an Enhancement received after the tenth anniversary of the effective date of the Living Benefit Rider. Additional withdrawals will impact the benefits provided by the Living Benefit Rider. The Contract Owner may terminate the Rider and Rider Charge after the fifth anniversary of the effective date of the Rider.
The benefit provided by the rider may have limited usefulness in connection with contracts funding tax-qualified programs because partial withdrawals made to satisfy the minimum distribution rules might result in a dollar-for-dollar or proportional reduction in the income base or an inability to exercise the benefit altogether. If you plan to exercise the benefit before or after the required minimum distribution beginning date under the specified contract, you should consider whether the benefit is appropriate for your circumstances. You should consult your tax advisor.


Fund selections in sections A, B, or C are to be used with: Lincoln Market Select® Advantage Rider. Select funds in section A, B or C.
Section A allows you to choose a model. Section B allows you to choose between asset allocation and fixed income funds.
Section C allows you to select individual funds to build a portfolio with a maximum of 80% invested in equity funds.

A.
Select a model

First Trust Defensive Equity Strength Model
Active-Passive Global Growth Allocation Model
Dimensional/Vanguard Global Growth Allocation Model
Dimensional/Vanguard Moderate Allocation Model
Multi-Manager Domestic Growth Allocation Model
Multi-Manager Moderate Allocation Model



B.
Choose one or more of the following options to total 100% – (No restrictions)

Asset Allocation/Balanced – Traditional
% Fidelity® VIP Balanced Portfolio

% Fidelity® VIP FundsManager® 50% Portfolio

% First Trust/Dow Jones Dividend & Income Allocation Portfolio

% Franklin Allocation VIP Fund

% Franklin Multi-Asset Variable Conservative Growth Fund

% LVIP American Century Balanced Fund

% LVIP BlackRock Global Allocation Fund

% LVIP JPMorgan Retirement Income Fund

% LVIP Macquarie Wealth Builder Fund

% LVIP SSGA Conservative Index Allocation Fund

% LVIP SSGA Moderate Index Allocation Fund

% LVIP SSGA Moderately Aggressive Index Allocation Fund

% LVIP Structured Conservative Allocation Fund

% LVIP Structured Moderate Allocation Fund

% LVIP Structured Moderately Aggressive Allocation Fund

% MFS® VIT Total Return Series

% Putnam VT George Putnam Balanced Fund

U.S. Hedged Equity
% Lincoln Hedged S&P 500 Conservative Fund

% Lincoln Hedged S&P 500 Fund

% Lincoln Opportunistic Hedged Equity Fund

Asset Allocation – Volatility/Risk Management
% LVIP BlackRock Global Allocation Managed Risk Fund

% LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund

% LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund

% LVIP Global Aggressive Growth Allocation Managed Risk Fund

% LVIP Global Conservative Allocation Managed Risk Fund

% LVIP Global Growth Allocation Managed Risk Fund

% LVIP Global Moderate Allocation Managed Risk Fund

% LVIP SSGA Global Tactical Allocation Managed Volatility Fund

% LVIP U.S. Aggressive Growth Allocation Managed Risk Fund

% LVIP U.S. Growth Allocation Managed Risk Fund

Fixed Income
% LVIP American Century Inflation Protection Fund

% LVIP BlackRock Inflation Protected Bond Fund

% LVIP JPMorgan Core Bond Fund

% LVIP Macquarie Bond Fund

% LVIP Macquarie Diversified Floating Rate Fund

% LVIP Macquarie Diversified Income Fund

% LVIP Macquarie Limited-Term Diversified Income Fund

% LVIP PIMCO Low Duration Bond Fund

% LVIP SSGA Bond Index Fund

% LVIP SSGA Short-Term Bond Index Fund

% LVIP Vanguard Bond Allocation Fund

% LVIP Western Asset Core Bond Fund




C.
Select individual funds from the following groups Total of Group I and II must equal 100%.

Group I: Allocate at least 20% to any of the funds in Group I.
% LVIP American Century Inflation Protection Fund

% LVIP BlackRock Inflation Protected Bond Fund

% LVIP JPMorgan Core Bond Fund

% LVIP Macquarie Bond Fund

% LVIP Macquarie Diversified Floating Rate Fund

% LVIP Macquarie Diversified Income Fund

Group I (cont’d)
 % LVIP Macquarie Limited-Term Diversified Income Fund
 % LVIP PIMCO Low Duration Bond Fund
 % LVIP SSGA Bond Index Fund
 % LVIP SSGA Short-Term Bond Index Fund
 % LVIP Vanguard Bond Allocation Fund
 % LVIP Western Asset Core Bond Fund



Group II: Allocate up to 80% to the funds in Group II.
Asset Allocation/Balanced – Traditional
% Fidelity® VIP Balanced Portfolio

% Fidelity® VIP FundsManager® 50% Portfolio

% First Trust/Dow Jones Dividend & Income Allocation Portfolio

% Franklin Allocation VIP Fund

% Franklin Income VIP Fund

% Franklin Multi-Asset Variable Conservative Growth Fund

% LVIP American Century Balanced Fund

% LVIP BlackRock Global Allocation Fund

% LVIP JPMorgan Retirement Income Fund

% LVIP Macquarie Wealth Builder Fund

% LVIP SSGA Conservative Index Allocation Fund

% LVIP SSGA Moderate Index Allocation Fund

% LVIP SSGA Moderately Aggressive Index Allocation Fund

% LVIP Structured Conservative Allocation Fund

% LVIP Structured Moderate Allocation Fund

% LVIP Structured Moderately Aggressive Allocation Fund

% MFS® VIT Total Return Series

% Putnam VT George Putnam Balanced Fund

ESG/Socially Conscious
% LVIP Macquarie Social Awareness Fund

% Putnam VT Sustainable Leaders Fund

U.S. Hedged Equity
% Lincoln Hedged S&P 500 Conservative Fund

% Lincoln Hedged S&P 500 Fund

% Lincoln Opportunistic Hedged Equity Fund

U.S. Large Cap
% ClearBridge Variable Large Cap Growth Portfolio

% Fidelity® VIP Contrafund® Portfolio

% First Trust Capital Strength Portfolio

% First Trust Growth Strength Portfolio

% Franklin Mutual Shares VIP Fund

% LVIP AllianceBernstein Large Cap Growth Fund

% LVIP American Century Disciplined Core Value Fund

% LVIP American Century Large Company Value Fund

% LVIP American Century Ultra Fund

% LVIP American Century Value Fund

% LVIP American Growth Fund

% LVIP American Growth-Income Fund

% LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund

% LVIP JP Morgan U.S. Equity Fund

% LVIP Macquarie U.S. Growth Fund

% LVIP Macquarie Value Fund

% LVIP MFS Value Fund

% LVIP SSGA S&P 500 Index Fund

% MFS® VIT Growth Series

% Putnam VT Large Cap Value Fund


U.S. Mid Cap
% AB VPS Discovery Value Portfolio

% Fidelity® VIP Mid Cap Portfolio

% LVIP American Century Capital Appreciation Fund

% LVIP American Century Mid Cap Value Fund

% LVIP Baron Growth Opportunities Fund

% LVIP JPMorgan Mid Cap Value Fund

% LVIP Macquarie Mid Cap Value Fund

% LVIP Macquarie SMID Cap Core Fund

% LVIP SSGA Mid-Cap Index Fund

% LVIP T. Rowe Price Structured Mid-Cap Growth Fund

% LVIP Wellington SMID Cap Value Fund

U.S. Small Cap
% LVIP Channing Small Cap Value Fund

% LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund

% LVIP JPMorgan Small Cap Core Fund

% LVIP SSGA Small-Cap Index Fund

% Macquarie VIP Small Cap Value Series

Diversified Equity
% LVIP Dimensional U.S. Core Equity 1 Fund

% LVIP Dimensional U.S. Core Equity 2 Fund

% LVIP Vanguard Domestic Equity ETF Fund

Diversified International Equity
% LVIP Dimensional International Core Equity Fund

% LVIP Vanguard International Equity ETF Fund

International/Global
% First Trust International Developed Capital Strength Portfolio

% Invesco V.I. EQV International Equity Fund

% LVIP American Century International Fund

% LVIP American Global Growth Fund

% LVIP American International Fund

% LVIP Franklin Templeton Multi-Factor International Equity Fund

% LVIP MFS International Growth Fund

% LVIP Mondrian International Value Fund

% LVIP SSGA International Index Fund

Fixed Income
% LVIP JPMorgan High Yield Fund

% LVIP Macquarie High Yield Fund

Money Market
% LVIP Government Money Market Fund

Asset Allocation – Volatility/Risk Management
% LVIP BlackRock Global Allocation Managed Risk Fund

% LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund

% LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund

% LVIP Global Aggressive Growth Allocation Managed Risk Fund

% LVIP Global Conservative Allocation Managed Risk Fund

% LVIP Global Growth Allocation Managed Risk Fund

% LVIP Global Moderate Allocation Managed Risk Fund

% LVIP SSGA Global Tactical Allocation Managed Volatility Fund

% LVIP U.S. Aggressive Growth Allocation Managed Risk Fund

% LVIP U.S. Growth Allocation Managed Risk Fund



Fund Allocations with No Living Benefit Rider
Select funds in D or E. Section D allows you to choose a model. Section E allows you to select individual funds to build a portfolio with no restrictions.

D.
Select a model
First Trust Defensive Equity Strength Model
E.
Choose one or more of the following options to total 100%

Asset Allocation/Balanced – Traditional
% Fidelity® VIP Balanced Portfolio

% Fidelity® VIP FundsManager® 50% Portfolio

% First Trust/Dow Jones Dividend & Income Allocation Portfolio

% Franklin Allocation VIP Fund

% Franklin Income VIP Fund

% Franklin Multi-Asset Variable Conservative Growth Fund

% LVIP American Century Balanced Fund

% LVIP BlackRock Global Allocation Fund

% LVIP JPMorgan Retirement Income Fund

% LVIP Macquarie Wealth Builder Fund

% LVIP SSGA Conservative Index Allocation Fund

% LVIP SSGA Moderate Index Allocation Fund

% LVIP SSGA Moderately Aggressive Index Allocation Fund

% LVIP Structured Conservative Allocation Fund

% LVIP Structured Moderate Allocation Fund

% LVIP Structured Moderately Aggressive Allocation Fund

% MFS® VIT Total Return Series

% Putnam VT George Putnam Balanced Fund

ESG/Socially Conscious
% AB VPS Sustainable Global Thematic Portfolio

% LVIP Macquarie Social Awareness Fund

% Putnam VT Sustainable Future Fund

% Putnam VT Sustainable Leaders Fund

U.S. Hedged Equity
% First Trust Capital Strength Hedged Equity Portfolio

% Lincoln Hedged Nasdaq-100 Fund

% Lincoln Hedged S&P 500 Conservative Fund

% Lincoln Hedged S&P 500 Fund

% Lincoln Opportunistic Hedged Equity Fund

U.S. Large Cap
% ClearBridge Variable Large Cap Growth Portfolio

% Fidelity® VIP Contrafund® Portfolio

% Fidelity® VIP Growth Portfolio

% First Trust Capital Strength Portfolio

% First Trust Growth Strength Portfolio

% Franklin Mutual Shares VIP Fund

% LVIP AllianceBernstein Large Cap Growth Fund

% LVIP American Century Disciplined Core Value Fund

% LVIP American Century Large Company Value Fund

% LVIP American Century Ultra Fund

% LVIP American Century Value Fund

% LVIP American Growth Fund

% LVIP American Growth-Income Fund

% LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund

% LVIP JP Morgan U.S. Equity Fund

% LVIP Macquarie U.S. Growth Fund

% LVIP Macquarie Value Fund


U.S. Large Cap (cont’d)
% LVIP MFS Value Fund

% LVIP SSGA S&P 500 Index Fund

% MFS® VIT Growth Series

% Putnam VT Large Cap Value Fund

U.S. Mid Cap
% AB VPS Discovery Value Portfolio

% ClearBridge Variable Mid Cap Portfolio

% Fidelity® VIP Mid Cap Portfolio

% LVIP American Century Capital Appreciation Fund

% LVIP American Century Mid Cap Value Fund

% LVIP Baron Growth Opportunities Fund

% LVIP JPMorgan Mid Cap Value Fund

% LVIP Macquarie Mid Cap Value Fund

% LVIP Macquarie SMID Cap Core Fund

% LVIP SSGA Mid-Cap Index Fund

% LVIP T. Rowe Price Structured Mid-Cap Growth Fund

% LVIP Wellington SMID Cap Value Fund

U.S. Small Cap
% LVIP Channing Small Cap Value Fund

% LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund

% LVIP JPMorgan Small Cap Core Fund

% LVIP SSGA Small-Cap Index Fund

% Macquarie VIP Small Cap Value Series

Diversified Equity
% LVIP Dimensional U.S. Core Equity 1 Fund

% LVIP Dimensional U.S. Core Equity 2 Fund

% LVIP Vanguard Domestic Equity ETF Fund

Diversified International Equity
% LVIP Dimensional International Core Equity Fund

% LVIP Vanguard International Equity ETF Fund

International/Global
% First Trust International Developed Capital Strength Portfolio

% Invesco V.I. EQV International Equity Fund

% LVIP American Century International Fund

% LVIP American Global Growth Fund

% LVIP American Global Small Capitalization Fund

% LVIP American International Fund

% LVIP Franklin Templeton Multi-Factor Emerging Markets Equity Fund

% LVIP Franklin Templeton Multi-Factor International Equity Fund

% LVIP MFS International Growth Fund

% LVIP Mondrian International Value Fund

% LVIP SSGA Emerging Markets Equity Index Fund

% LVIP SSGA International Index Fund

% Macquarie VIP Emerging Markets Series




Page 7 of 10



ANF12661NY-CPADV
Additional fund selections on next page
2/25




Fixed Income
% LVIP American Century Inflation Protection Fund

% LVIP BlackRock Inflation Protected Bond Fund

% LVIP JPMorgan Core Bond Fund

% LVIP JPMorgan High Yield Fund

% LVIP Macquarie Bond Fund

% LVIP Macquarie Diversified Floating Rate Fund

% LVIP Macquarie Diversified Income Fund

% LVIP Macquarie High Yield Fund

% LVIP Macquarie Limited-Term Diversified Income Fund

% LVIP Mondrian Global Income Fund

% LVIP PIMCO Low Duration Bond Fund

% LVIP SSGA Bond Index Fund

% LVIP SSGA Short-Term Bond Index Fund

% LVIP Vanguard Bond Allocation Fund

% LVIP Western Asset Core Bond Fund

Alternative Asset Strategies/Sector Specific
% DWS Alternative Asset Allocation VIP Portfolio

% LVIP BlackRock Real Estate Fund

% LVIP Macquarie U.S. REIT Fund

% MFS® VIT Utilities Series

Money Market
% LVIP Government Money Market Fund

Asset Allocation – Volatility/Risk Management
% LVIP BlackRock Global Allocation Managed Risk Fund

% LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund

% LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund

% LVIP Global Aggressive Growth Allocation Managed Risk Fund

% LVIP Global Conservative Allocation Managed Risk Fund

% LVIP Global Growth Allocation Managed Risk Fund

% LVIP Global Moderate Allocation Managed Risk Fund

% LVIP SSGA Global Tactical Allocation Managed Volatility Fund

% LVIP U.S. Aggressive Growth Allocation Managed Risk Fund

% LVIP U.S. Growth Allocation Managed Risk Fund

U.S. Large Cap – Volatility/Risk Management
% LVIP BlackRock Dividend Value Managed Volatility Fund

% LVIP Blended Large Cap Growth Managed Volatility Fund

% LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund

% LVIP Dimensional U.S. Equity Managed Volatility Fund

% LVIP Fidelity Institutional AM® Select Core Equity Managed Volatility Fund

% LVIP Invesco Select Equity Income Managed Volatility Fund

% LVIP SSGA Large Cap Managed Volatility Fund

U.S. Mid & Small Cap – Volatility/Risk Management
% LVIP American Century Select Mid Cap Managed Volatility Fund

% LVIP Blended Mid Cap Managed Volatility Fund

% LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund

% LVIP SSGA SMID Cap Managed Volatility Fund

Global/International – Volatility/Risk Management
% LVIP Dimensional International Equity Managed Volatility Fund

% LVIP Franklin Templeton Global Equity Managed Volatility Fund

% LVIP MFS International Equity Managed Volatility Fund

% LVIP Multi-Manager Global Equity Managed Volatility Fund

% LVIP SSGA International Managed Volatility Fund





Portfolio Rebalancing
Confirmation of the Rebalancing transfers will appear on a quarterly statement and not on an individual contract confirmation statement.
If DCA and Portfolio Rebalancing are both requested, Portfolio Rebalancing will begin at the end of the DCA program. Future allocations and DCA or Portfolio Rebalancing must use the same variable fund allocations.
By checking this box, I choose the Portfolio Rebalancing program. (The minimum that can be transferred is $50.)
More than one fund must be selected (totaling 100%). Transfers will occur on the first day through the 28th day of the month. If no start date is indicated or an incorrect start date is chosen, the start date will be the 15th of the month.
Start Date: // 20 
Frequency:
Monthly
Quarterly (default)
Semi-Annually
Annually


Additional Remarks










Declarations and Signatures – Required The Owner(s) understands and agrees that:
1.
The information contained in this application is true, complete, and correct to the best of his or her knowledge and belief.
2.
The statements made shall form the exclusive basis of any annuity issued.
3.
Checks must be made payable to Lincoln Life & Annuity Company of New York, not to the Financial Professional/Agent. The cancelled check is the receipt.
4.
Only a Company officer can make, modify, discharge, or waive any of the Company’s rights and only in writing.
5.
Under penalties of perjury, the Owner(s) certifies that: (1) the Social Security Number(s) or Tax Identification Number(s) reported above for the Owner(s) is the correct number (or the Owner(s) is waiting for a number to be issued); and (2) the Owner(s) is not subject to backup withholding either because (a) the Owner(s) has not been notified by the Internal Revenue Service (IRS) that the Owner(s) is subject to backup withholding as a result of a failure to report all interest or dividends, or
(b) the IRS has notified the Owner(s) he or she is no longer subject to backup withholding.
6.
Placing an annuity in a tax qualified retirement plan (for example, an IRA) will result in no additional tax advantage from the annuity.
7.
Any annuity issued upon this application shall be considered a contract of the state in which the contract is delivered and terms shall be construed in accordance with the laws of the state.
8.
The annuity will become effective on the date of issue. In the event that the initial purchase payment for this
application is not acceptable, the Company liability will be limited to a return of any payment made.
9.
The Company reserves the right to limit total Purchase Payments for all the Company variable annuity contracts, including variable annuity contracts with an affiliated company, for which the Owner, Joint Owner or Annuitant is a measuring life.
10.
There are charges and fees associated with the annuity contract and there may be additional charges for optional benefits provided through riders, endorsements or amendments.
11.
The fund allocations chosen will be applicable on the contract effective date.
12.
I/We understand the calculation of the death benefit.

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 to a dollar amount.



Contract Owner Signature Signed in (City and State) Date



Joint Contract Owner, if any, Signature Signed in (City and State) Date



Annuitant Signature (if other than Owner) Date



Contingent Annuitant, if any, Signature Date




Financial Professional/Agent Signature – Required (All information needs to be completed.)
Yes No  Does the applicant have any existing annuity contracts or life insurance policies?
Yes No  Will the proposed contract replace or change any existing annuity or life insurance?
(Financial Professional/Agent: Complete a separate New York Definition of Replacement form. Refer to the Annuity Instructions for Completing Regulation 60 Forms if any questions on that Definition of Replacement form are answered Yes.)
The Financial Professional/Agent hereby certifies he/she witnessed the signature(s) in the Declarations and Signatures section and that all information contained in this application is true to the best of his/her knowledge and belief. The Financial Professional/ Agent 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 will be provided in printed form to the applicant no later than at the time of the contract delivery.
I have provided the owner/applicant/joint applicant with all disclosures that I am required to provide under any applicable rule, laws or regulation regarding the sale of this product.



Servicing Financial Professional/Agent Signature