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Cial representative The purpose of this form is to change Broker/Financial Representative and/or Broker/Dealer on a Lincoln DirectorSM or a Lincoln American Legacy Retirement Annuity contract. 1. contract Information (Please print) Contract number Plan code (if applicable) Effective Date of Contract Effective Date of Change Contract name Line of Business 2. new broker/financial representative name Please note: First Broker will be Servicing Broker. 1.) New broker/financial repre.

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