Enroll and manage
your account

Congratulations on deciding to enroll in your retirement plan! 

Enroll in the plan

To enroll online, go to LincolnFinancial.com  and follow the step-by-step instructions for enrolling in your plan. 
  

Manage your account video
Manage your account online

It's time to take charge of your retirement! Get started today by registering for online account access.

Learn more.

 
Get help with your account

  • Update your contributions or set up  automatic increases at  LincolnFinancial.com . To change your savings rate, go to the Contributions tab,  enter a new percentage or dollar amount and click UPDATE. To set up automatic contribution increases, check the sign-up box, enter the percentage or dollar amount, frequency and start date and click UPDATE.
  • Reallocate your balance or update investment elections by logging in to your account at  LincolnFinancial.com . Go to the Investments tab and click Change investments, then click the CHANGE INVESTMENTS button and follow the prompts. Click SUBMIT CHANGES to confirm your changes. If you've elected a model, it will automatically rebalance for you quarterly. Contact your Lincoln Financial retirement consultant or financial professional if you have questions.
  • Take a distribution. You may withdraw money from your account when you reach age 59½ or for a qualifying event as outlined in your enrollment kit. 

CFNI 403(b) and 401(a) Retirement Plan
CVI Retirement Savings Plan

  • Please remember: Distributions from pretax accounts are subject to income tax upon withdrawal. Distributions from Roth accounts are tax-free as long as certain criteria are met. Distributions from either pretax or Roth accounts taken before age 59½ may be subject to an additional 10% federal tax penalty. You should consult with a tax advisor before withdrawing money from your account. Once you're ready to take a distribution, contact your Lincoln Financial retirement consultant or financial professional for more information and assistance.

Have additional questions about your retirement plan? 

Mutual funds in the Lincoln Alliance® program are sold by prospectus. An investor should carefully consider the investment objectives, risks, and charges and expenses of the investment company before investing. The prospectus and, if available, the summary prospectus contain this and other important information and should be read carefully before investing or sending money. Investment values will fluctuate with changes in market conditions, so that upon withdrawal, your investment may be worth more or less than the amount originally invested. Prospectuses for any of the mutual funds in the Lincoln Alliance® program are available at 800-234-3500.

The Lincoln Alliance® program includes certain services provided by Lincoln Retirement Services Company, LLC and Lincoln Financial Group Trust Company, Inc. with wholesale marketing and distribution services provided by Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer (member FINRA). All entities listed are affiliates of Lincoln Financial, the marketing name for Lincoln National Corporation. Unaffiliated broker-dealers also may provide services to customers. Account values are subject to fluctuation, including loss of principal.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as "Lincoln"). The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.