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The pages and links in PAT's Enrollment
Forms section provide you with the information and forms
necessary to complete the enrollment process. This page is an overview
to assist you in navigating the site. To estimate the current savings
required to meet your retirement plan goals, use PAT's Retirement
Savings Calculator
If you are not certain when you will be eligible to join your plan,
go to the Eligibility Request
Form. When you submit this form, a plan administrator at
Pinnacle Financial Services we will determine your entry date and
email it to you.
The Enrollment Booklet is a concise explanation of 401(k)
plans. It describes how 401(k) plans work and why your 401(k) plan
is the best way to save for your retirement. You may view it on
this site or download a printable copy.
The Lincoln National Life Insurance Company Investment Guide
provides basic investment information and education. It describes
asset classes, diversification, asset allocation and dollar cost
averaging. It also provides asset allocation models for various
risk tolerances. Click on professional financial planning
if you would like assistance in selecting your asset allocation
formula.
Fund performance is a link to the latest investment results
for the accounts the Lincoln National DirectorTM Group Deferred
Annuity.
The link to Investment Account Brochures allows you to view
and print the most recent information regarding the funds available
in the Lincoln National Life Insurance Company DirectorTM Group
Deferred Annuity.
After you have reviewed the information in the previous links,
click on Forms.
You will need a password to access this site. If you do not know
the password, contact your payroll service administrator. The required
enrollment forms will load in your browser in Adobe Acrobat format.
Print these forms and fill them out. Sign the printed form where
indicated and mail or fax it to your payroll service administrator.
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