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. Change your contributions at any time by logging onto your account at LincolnFinancial.com . Go to "View My Contributions" and select "Change Contributions".
  • Reallocate your balance or update investment elections by logging onto your account at LincolnFinancial.com . Go to “View My Investments” and follow the instructions for changing your investments. If you have elected a model, it may automatically rebalance for you. Contact your Lincoln Financial representative 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: taxes will be due upon distribution and, if taken before age 59½, may be subject to an additional 10% federal tax penalty. You should consult with a tax advisor before withdrawing any money from your account. Once you are ready to take a distribution, you can contact your Lincoln Financial retirement consultant

Have additional questions about your retirement plan? 

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”). 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.