Lincoln to Launch a New, Unified Life Application

Written By Jon Gold

From Lincoln:

Beginning March 28, 2022, Underwriting & New Business will implement an updated application package for all life insurance products and submission methods. 

This updated application package has been designed, based on feedback from our partners and consumers, to enhance the user experience of completing and applying for a policy, improve clarity and readability of the forms, and reduce overall turnaround times by increasing efficiencies within case processing and underwriting.

What you need to know

The updated application package will be used for:

  • All Term, Universal Life (UL), Indexed UL (IUL) and Variable UL (VUL) products (Not for use in New York or with Lincoln MoneyGuard® products)

  • All ages and all face amounts

  • All submission methods (traditional full application and ticket, eTicket and eApps)

  • The application package will automatically update on the Lincoln Forms Tool, or wherever you access Lincoln’s forms

  • eApp and eTicket submissions and eInterview will automatically update to the new application questions

  • Lincoln TermAccel® will remain a fully electronic process with eTicket submissions only and required eDelivery

Jon Gold
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