Lincoln Financial Group is the marketing name for Lincoln National Corporation and its afliates.
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GLC11646NY 7/17
Authorization For Release Of Information
1. In connection with a claim for benets, I (the undersigned) authorize any physician, medical professional, pharmacist or
otherproviderofhealthcareservices,hospital,clinic,othermedicalormedicallyrelatedfacility;insuranceorreinsurancecompany;
government agency; department of labor; acquaintance; group policyholder; employer; or policy or benefit plan
administrator to release information from the records of:
Name of Insured: __________________________________________________________________________________
(Last) (First) (Middle)
DateofBirth: ______________________ SocialSecurityNumber: __________________________________________
2. Information to be released (hereinafter referred to as “My Information”):
• data or records regarding my medical history, treatment, prescriptions, consultations [including medical and psychological
reports, records, charts, notes (excluding psychotherapy notes),x-rays,lmsorcorrespondence,andanymedicalconditionI
maynowhaveorhavehad];
• anyinformationregardinginsurancecoverage,claimsorbenets;and/or
• any information, data or records regarding my activities (including records relating to my Social Security, Workers’ Compensation,
retirementincome,nancialinformation,earningsandemploymenthistory).
3. Information to be released to: LincolnLife&AnnuityCompanyofNewYork(“Lincoln”)
PO Box 2609
Omaha, NE 68103-2609
4.
I understand My Information will be used by Lincoln to evaluate and administer my claim for benets. I also authorize
Lincoln to release My Information as follows:
• to its reinsurer, or other persons or organizations performing business or legal services in connection with my claim(s);or
• toavendor,approvedbyLincoln,whichspecializesintheapplicationforSocialSecurityDisabilityBenets
• tovendors/consultantsprovidingmewithwellness,disabilityorleaverelatedservicesaspartofanemployersponsoredbenetplan;or
• forself-insureddisabilityplansonly,tomyemployer;or
• for fully insured plans, I understand the the information obtained with this Authorization may be used in discussions
between Lincoln and my employer regarding my functional capacity, and any related restrictions and limitations, in order
tofacilitatemyreturntowork;or
• as otherwise may be required by law or as I may further authorize.
5.
I understand My Information may be subject to re-disclosure by the recipient and may no longer be protected by federal or state
law. For Colorado claims, the disclosed information may not be re-disclosed or reused by the recipient under Colorado law.
6.
I understand that I may revoke this Authorization in writing at any time, except to the extent Lincoln has taken action in
reliance on this Authorization.To initiate revocation of this Authorization, direct all correspondence to Lincoln at the above
address. If written revocation is not received, this Authorization will be considered valid for a period of time not to exceed
24monthsfromthedateofmysignaturebelow,orthedurationofmyclaimforbenets,whicheverisshorter.
7. A photocopy of this Authorization is to be considered as valid as the original. I am entitled to receive a copy of this
Authorization.
SIGNATURE ________________________________________________________ DATE ___________________________
Claimant/legal representative (Nearest relative, legal guardian, or appointed representative to sign only if claimant/patient is a minor, legally incompetent,
or deceased.) Power of attorney or guardianship must be attached.
PRINT NAME: ________________________________________________________________________________________
Relationship to Claimant/Patient of personal/legal representative signing for Claimant/Patient __________________________
PHONE NO: __________________________________________________________________________________________
ADDRESS: ___________________________________________________________________________________________
(Street)
____________________________________________________________________________________________________
(City) (State) (ZipCode)
LincolnLife&AnnuityCompanyofNewYork
ServiceOfce:POBox2609,Omaha,NE68103-2609
HomeOfce:Syracuse,NY
Toll free (800) 423-2765 Fax (877) 843-3950
www.LincolnFinancial.com
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