Advisor Forms

These advisor forms are available for download in Adobe Acrobat PDF format. You will need Adobe Reader installed on your computer in order to view or print these forms. If you do not have this software or would like to update to the most current version, you will need to download it from Adobe's web site.

For Lincoln Financial Group forms, please visit the Lincoln Director Online Forms Center.

Form Name	Form Description
Census 401(k)	Spreadsheet for regular 401(k) plan
Census Safe Harbor 401(k)	Spreadsheet for Safe Harbor 401(k) plan
Census Profit Sharing	Spreadsheet for Profit Sharing plan
Asset Allocation	Asset allocation made simple
Closing the Sale	How to close the sale
Compliance Checklist	Free ERISA compliance checklist
Roles & Responsibilities	Retirement plan roles & responsibilities
401(k) Plan Fee Disclosure Form	This brochure highlights the importance of a process for selecting and monitoring your 401(k) plan's service providers and investment options
Investment Policy Statement	Sample unallocated investment policy statement
Investment Policy Statement	Sample allocated investment policy statement
Compounding Interest	The magic of compounding interest

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