Digital Policy Delivery

Lincoln’s Underwriting and New Business team offers digital capabilities focused on driving efficiencies and improving the overall experience for our distribution partners, customers and employees. The use of digital processes is the preferred method for conducting business with Lincoln and is required for policy delivery. The following options are available, at no cost, for delivery of your Term, UL, IUL, VUL and Lincoln MoneyGuard cases.


Required methods

  • Lincoln DocuSign® ePolicy Delivery is available for eSignatures at no cost, with no registration or setup required
  • iPipeline DocFast® ePolicy Delivery is available for eSignatures at no cost, registration with iPipeline is required
  • Secure PDF Policy Delivery is available for wet signatures
application icon Digital Policy Delivery Options

Lincoln DocuSign ePolicy Delivery

What is it?

Fully electronic, secure online review of policy with electronic signing for the agent and client. After all signing parties have completed the process, the policy is immediately available for download.

Product

All Term, UL/SUL, IUL, VUL/SVUL Lincoln MoneyGuard®*

Workflow

Determined by agency
Lincoln➔Agency➔Agent➔Client
Lincoln➔Agent➔Client

How to access

Indicate DocuSign ePolicy Delivery as the method and Agency reviewer (if applicable) on the cover letter or in the email submission

Other

Subject to Agency and Firm approval

No registration or setup required

Ability to set as default mailing method by Agency level, Agent level or Line of Business

DocFast iPipeline® ePolicy Delivery

What is it?

Fully electronic, secure online review of policy with electronic signing for the agent and client. After all signing parties have completed the process, the policy is immediately available for download.

Product

All Term, UL/SUL, IUL, VUL/SVUL Lincoln MoneyGuard®*

Workflow

Determined by agency
Lincoln➔Agency➔Agent➔Client
Lincoln➔Agent➔Client

How to access

You must be registered for DocFast through iPipeline: LincolnFinancial.com/eDelivery

Indicate DocFast ePolicy Delivery as the method of the Cover Letter or in the email submission

Other

Subject to Agency and Firm approval

Initial setup may take up to 2 weeks

Ability to set as default mailing method be Agency level, Agent level or Line of Business

Digital PDF Policy

What is it?

Digital download of Policy PDF for review and signing.

Product

Lincoln LifeElements® Term, UL/SUL, IUL, VUL/SVUL Lincoln MoneyGuard® (not available for Lincoln TermAccel®)

Workflow

Determined by agency
Lincoln➔Agency➔Agent➔Client
Lincoln➔Agent➔Client

How to access

Lincoln producer pending website (self-service download)

Request Secure Email from Lincoln New Business Associate — indicate on Cover Letter

Other

Delivery Notice Options:

Wet Signature — email or fax to Lincoln

Agency DocuSign Account — if an agreement with Lincoln is in place, the Delivery Notice can be loaded into DocuSign for an eSignature.**

For additional details, download Lincoln’s Policy Delivery Guide or contact your dedicated Underwriting & New Business team.

Electronic capabilities are not available in New York.