EOI Instructions

Evidence of insurability Instructions for online submission

What is EOI and when is it needed? EOI is the information we use to verify your good health when you’re purchasing life, disability, or critical illness insurance. We require EOI if you are: Buying an insurance amount higher than the guaranteed amount for your plan Already enrolled and want to increase coverage Get started now 1. Log in to my MyLincolnPortal.com . First time user? Register using company code: 2. Click “Complete Evidence of Insurability.” 3. Answer the questions about you and other applicants. You’ll be asked: General applicant information, such as date of birth, height, and weight Submitting EOI made easy Minimal questions The online questionnaire adjusts to your responses, so you only answer questions that are maa01

relevant to you. Guided support

Qualifying questions, including if you or other applicants have been diagnosed with a disease or are prescribed medications for a condition Medical questions—if you or other applicants have a condition, we may need to know a little more about it, such as the name, diagnosis date, and treatments 4. Review your responses, then electronically sign and submit your application. 5. Save your con f irmation report. What happens next? In some cases, you may be auto-approved for coverage. If not, we’ll review your application and contact you if more information is required. In all cases, we’ll notify you of your application outcome.

Quick tips and search- as-you-type features help you provide quick and appropriate responses. Instant confirmation You’ll receive email acknowledgment that we’ve received your application. In some cases, you may be automatically approved.

GP-EOICK-FLI001_Z04

Questions? For more information, contact your human resources department.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. LCN-3543154-041221 Order code: GP-EOICK-FLI001_Z04

Page 1 Page 2

Made with FlippingBook - Online catalogs