LINCOLN LIFE VARIABLE ANNUITY ACCOUNT W
N-4, EX-99.5, 2000-12-22
Previous: LINCOLN LIFE VARIABLE ANNUITY ACCOUNT W, N-4, EX-99.4, 2000-12-22
Next: LINCOLN LIFE VARIABLE ANNUITY ACCOUNT W, N-4, EX-99.15A, 2000-12-22



<PAGE>

<TABLE>
<S>                                                               <C>
                                                                                                      ==============================
                                                                                                         The Lincoln National Life
[LOGO HERE]                                               Wells Fargo                                         Insurance Company
                                                  Variable Annuity Application                               Fort Wayne, Indiana
                                                                                                      ==============================
====================================================================================================================================
  Instructions: Please type or print. ANY ALTERATIONS TO THIS APPLICATION MUST BE INITIALED BY THE CONTRACT OWNER.
------------------------------------------------------------------------------------------------------------------------------------
 1a  Contract Owner
------------------------------------------------------------------------------------------------------------------------------------

     _______________________________________                      Social Security number/TIN [_][_][_]-[_][_]-[_][_][_][_]
     Full legal name or trust name*
                                                                  Date of birth  [_][_]  [_][_]  [_][_]    [_] Male  [_] Female
                                                                                  Month    Day    Year
     _______________________________________
     Street address

                                                                  Home telephone number   [_][_][_] [_][_][_]-[_][_][_][_]
     _______________________________________
     City              State         ZIP
                                                                  Date of trust*  [_][_]   [_][_]   [_][_]      Is trust revocable?*
                                                                                  Month      Day      Year      [_] Yes      [_] No
     _______________________________________
     Trustee name*
     Note: Maximum age of Contract Owner is 85.                                      *This information is required for trusts.
------------------------------------------------------------------------------------------------------------------------------------
 1b  Joint Contract Owner
------------------------------------------------------------------------------------------------------------------------------------

                                                                  Social Security number    [_][_][_]-[_][_]-[_][_][_][_]
     _______________________________________
     Full legal name                                                                                      [_] Male   [_] Female
     Note: Maximum age of Joint Contract Owner is 85.             Date of birth  [_][_]  [_][_]  [_][_]
                                                                                  Month    Day    Year    [_] Spouse [_] Non-spouse
------------------------------------------------------------------------------------------------------------------------------------
 2a  Annuitant (If no Annuitant is specified, the Contract Owner, or Joint Owner if younger, will be the Annuitant.)
------------------------------------------------------------------------------------------------------------------------------------

                                                                  Social Security number    [_][_][_]-[_][_]-[_][_][_][_]
     _______________________________________
     Full legal name                                              Date of birth  [_][_]  [_][_]  [_][_]    [_] Male  [_] Female
                                                                                  Month    Day     Year
     _______________________________________
     Street address                                               Home telephone number   [_][_][_] [_][_][_]-[_][_][_][_]

     _______________________________________
     City              State         ZIP

     Note: Maximum age of Annuitant is 85.
------------------------------------------------------------------------------------------------------------------------------------
 2b  Contingent Annuitant
------------------------------------------------------------------------------------------------------------------------------------

                                                                  Social Security number    [_][_][_]-[_][_]-[_][_][_][_]
     _______________________________________
     Full legal name
     Note: Maximum age of Annuitant is 85.
------------------------------------------------------------------------------------------------------------------------------------
 3   Beneficiary(ies) of Contract Owner (List additional beneficiaries on separate sheet. If listing children, use full legal
     names.)
------------------------------------------------------------------------------------------------------------------------------------


     __________________________________________________    ____________________________________     ________________    _________%
     Full legal name     [_] Primary  [_] Contingent       Relationship to Contract Owner           SSN/TIN
     or trust name*
     __________________________________________________    ____________________________________     ________________    _________%
     Full legal name     [_] Primary  [_] Contingent       Relationship to Contract Owner           SSN/TIN
     or trust name*
     __________________________________________________    ____________________________________     ________________    _________%
     Full legal name     [_] Primary  [_] Contingent       Relationship to Contract Owner           SSN/TIN
     or trust name*

     __________________________________________________            Date of trust*  [_][_]  [_][_]  [_][_]    Is trust revocable?*
     Executor/Trustee name*                                                         Month    Day    Year     [_] Yes  [_] No

                                                                                         *This information is required for trusts.

     To specify an annuity payment option for your beneficiary, please complete the Beneficiary Payment Options form (29953WF).

------------------------------------------------------------------------------------------------------------------------------------
 4   Type of Wells Fargo Variable Annuity Contract
------------------------------------------------------------------------------------------------------------------------------------

     Nonqualified: [_] Initial Contribution   OR  [_] 1035 Exchange

     Tax-Qualified (must complete plan type):     [_] Transfer   OR  [_] Rollover

     Plan Type (check one): [_] Roth IRA      [_] Traditional IRA
</TABLE>

Form 30467WF 11/00                      Page 1                          [     ]
<PAGE>

------------------------------------------------------------------------
5a Allocation (This section must be completed.)
------------------------------------------------------------------------

Initial minimum:  $25,000

Future contributions will follow the allocation below. If
DCA option is selected, the entire amount of each future
contribution will follow the allocation in Section 5b.

If no allocations are specified in Section 5a or 5b, the entire
amount will be allocated to the Money Market Fund pending
instructions from the contract owner.

------------------------------------------------------------------------
Total initial contribution amount $ _______________

Total DCA amount                  $ _______________
                                  (enter amount in Section 5b)

Remaining amount to be allocated  $ _______________
------------------------------------------------------------------------
INTO THE FUND(S) BELOW
------------------------------------------------------------------------
Use whole percentages

 ______________%  Advisers Management Trust Balanced
 ______________%  Advisers Management Trust Mid Cap Growth
 ______________%  Advisers Management Trust Regency
 ______________%  AFIS Global Small Capitalization Fund
 ______________%  AFIS Growth Fund
 ______________%  AFIS International Fund
 ______________%  Aspen Aggressive Growth
 ______________%  Aspen Worldwide
 ______________%  Delaware Group Premium Emerging Markets Series
 ______________%  Delaware Group Premium Growth & Income Series
 ______________%  Delaware Group Premium High Yield Series
 ______________%  Delaware Group Premium Reit Series
 ______________%  Delaware Group Premium Small Cap Value Series
 ______________%  Delaware Group Premium Trend Series
 ______________%  Delaware Group Premium U.S. Growth
 ______________%  Evergreen VA Omega
 ______________%  Evergreen VA Special Equity
 ______________%  Evergreen VA Strategic Income
 ______________%  Goldman Sachs Core Small Cap Equity
 ______________%  Goldman Sachs Mid Cap Value
 ______________%  Lincoln National Capital Appreciation
 ______________%  Lincoln National Growth & Income
 ______________%  VIP Contrafund
 ______________%  VIP Growth Opportunities
 ______________%  VIP Overseas
 ______________%  VIP Capital Opportunities
 ______________%  VIP Emerging Growth
 ______________%  Vip Utilities
 ______________%  Wells Fargo Variable Trust Asset Allocation
 ______________%  Wells Fargo Variable Trust Corporate Bond
 ______________%  Wells Fargo Variable Trust Equity-Income
 ______________%  Wells Fargo Variable Trust Equity-Index
 ______________%  Wells Fargo Variable Trust Equity Value
 ______________%  Wells Fargo Variable Trust Growth
 ______________%  Wells Fargo Variable Trust International Growth
 ______________%  Wells Fargo Variable Trust Large Company Growth
 ______________%  Wells Fargo Variable Trust Money Market
 ______________%  Wells Fargo Variable Trust Small Company Growth
 ______________%  Wells Fargo Variable Trust Specialized Technology
                  Fixed Account:       ___________ %  4 years
                                       ___________ %  5 years
                  __________ % 1 year  ___________ %  6 years
                                       ___________ %  7 years
                                       ___________ %  8 years
                  ___________% 2 years ___________ %  9 years
                  ___________% 3 years ___________ % 10 years
               %  Total (must = 100%)
 ==============
------------------------------------------------------------------------

------------------------------------------------------------------------
5b Dollar Cost Averaging (Complete only if electing DCA.)
------------------------------------------------------------------------

$2,000 minimum required.
------------------------------------------------------------------------
Total amount to DCA:   $   _____________________
        OR
MONTHLY amount to DCA: $   _____________________
------------------------------------------------------------------------
OVER THE FOLLOWING PERIOD:   _____________________
                             MONTHS (6-60)
------------------------------------------------------------------------
FROM THE FOLLOWING HOLDING ACCOUNT (check one):

[_] 1 Year Fixed Account (Only available for 12 months or less.)

                                          *The DCA holding account
[_] Wells Fargo Money Market Fund          and the DCA fund elected
                                           cannot be the same.
------------------------------------------------------------------------
INTO THE FUND(S) BELOW
------------------------------------------------------------------------
Use whole percentages

 ______________%  Advisers Management Trust Balanced
 ______________%  Advisers Management Trust Mid Cap Growth
 ______________%  Advisers Management Trust Regency
 ______________%  AFIS Global Small Capitalization Fund
 ______________%  AFIS Growth Fund
 ______________%  AFIS International Fund
 ______________%  Aspen Aggressive Growth
 ______________%  Aspen Worldwide
 ______________%  Delaware Group Premium Emerging Markets Series
 ______________%  Delaware Group Premium Growth & Income Series
 ______________%  Delaware Group Premium High Yield Series
 ______________%  Delaware Group Premium Reit Series
 ______________%  Delaware Group Premium Small Cap Value Series
 ______________%  Delaware Group Premium Trend Series
 ______________%  Delaware Group Premium U.S. Growth
 ______________%  Evergreen VA Omega
 ______________%  Evergreen VA Special Equity
 ______________%  Evergreen VA Strategic Income
 ______________%  Goldman Sachs Core Small Cap Equity
 ______________%  Goldman Sachs Mid Cap Value
 ______________%  Lincoln National Capital Appreciation
 ______________%  Lincoln National Growth & Income
 ______________%  VIP Contrafund
 ______________%  VIP Growth Opportunities
 ______________%  VIP Overseas
 ______________%  VIP Capital Opportunities
 ______________%  VIP Emerging Growth
 ______________%  Vip Utilities
 ______________%  Wells Fargo Variable Trust Asset Allocation
 ______________%  Wells Fargo Variable Trust Corporate Bond
 ______________%  Wells Fargo Variable Trust Equity-Income
 ______________%  Wells Fargo Variable Trust Equity-Index
 ______________%  Wells Fargo Variable Trust Equity Value
 ______________%  Wells Fargo Variable Trust Growth
 ______________%  Wells Fargo Variable Trust International Growth
 ______________%  Wells Fargo Variable Trust Large Company Growth
 ______________%  Wells Fargo Variable Trust Money Market
 ______________%  Wells Fargo Variable Trust Small Company Growth
 ______________%  Wells Fargo Variable Trust Specialized Technology
 ______________%  TOTAL (must = 100%)
 ==============
------------------------------------------------------------------------
Future contributions will not automatically start a new DCA
program. Instructions must accompany each DCA contribution.
------------------------------------------------------------------------

                                     Page 2
<PAGE>

-------------------------------------------------------------------------------
5c  Cross-Reinvestment or Portfolio Rebalancing
-------------------------------------------------------------------------------

    To elect either of these options, please complete the Cross-Reinvestment
    form (28051WF) or the Portfolio Rebalancing form (28887WF).

--------------------------------------------------------------------------------
 6  Death Benefit Option
--------------------------------------------------------------------------------

    [_] I/We hereby elect the xxxxx death benefit option. I/We understand that
    if this benefit is not elected, my/our death benefit will be the Enhanced
    Guaranteed Minimum Death Benefit.

    * The xxxxx may only be elected if the Contract Owner, Joint Owner (if
      applicable), and Annuitant are all under age 80.

--------------------------------------------------------------------------------
 7   Automatic Withdrawals
--------------------------------------------------------------------------------

     ---------------------------------------------------------------------------
     Note: Withdrawals exceeding 10% of the total contract value per year may be
           subject to contingent deferred sales charges. Withdrawals are also
           subject to market value adjustments (for additional information, see
           Section II). Withdrawal minimum: $50 per distribution/$300 annually.

<TABLE>
     ------------------------------------------------------------    -----------------------------------------------------------
     <S>                                                             <C>
     [_] Please provide me with automatic withdrawals                [_] Please provide me with automatic withdrawals
         totaling ______% (may be between 1-15%) of premium              of $________________________
         payments payable as follows:
                                                                     [_] Monthly  [_] Quarterly  [_] Semiannually  [_] Annually
     [_] Monthly  [_] Quarterly  [_] Semiannually  [_] Annually
                                                                     Begin withdrawals in [_][_] [_][_]
     Begin withdrawals in [_][_] [_][_]                                                   Month   Year
                          Month   Year                               -----------------------------------------------------------
     ------------------------------------------------------------
</TABLE>

     Note: If no tax withholding selection is made, federal taxes will be
           withheld at a rate of 10%.

     ELECT ONE: [_] Do withhold taxes
                    Amount to be withheld    $___________________ OR _________%

                [_] Do not withhold taxes

     ELECT ONE: [_] Send check to address of record

            OR  [_] Send check to the following alternate address:

                [_] Direct deposit
                                                  ______________________________
                    For direct deposit into your
                    bank account, the Electronic  ______________________________
                    Fund Transfer Authorization
                    form (27326WF) must be        ______________________________
                    completed and submitted with
                    a voided check or a savings
                    deposit slip.

--------------------------------------------------------------------------------
 8   Automatic Bank Draft
--------------------------------------------------------------------------------

     ______________________________________ ____________________________________
     Print account holder name(s) EXACTLY as shown on bank records


     _______________________________________________________ ATTACH VOIDED CHECK
     Bank name                        ABA number

     ___________________________________________________________________________
     Bank street address              City            State             ZIP

     Automatic bank draft start date: [_][_] [_][_] [_][_]
                                      Month    Day   Year
                                             (1-28)

     _____________________________________________________  $___________________
     Checking account number                                 Monthly amount

     I/We hereby request and authorize you to pay and charge to my/our accounts,
     checks or electronic fund transfer debits processed by and payable to the
     order of Lincoln Life, P.O. Box 7882, Fort Wayne, IN 46801-7882, provided
     there are sufficient collected funds in said account to pay the same upon
     presentation. It will not be necessary for any officer or employee of
     Lincoln Life to sign such checks. I/We agree that your rights in respect to
     each such check shall be the same as if it were a check drawn on you and
     signed personally by me/us. This authority is to remain in effect until
     revoked by me/us, and until you actually receive such notice I/we agree
     that you shall be fully protected in honoring any such check or electronic
     fund transfer debit. I/We further agree that if any such check or
     electronic fund transfer debit be dishonored, whether with or without cause
     and whether intentionally or inadvertently, you shall be under no liability
     whatsoever even though such dishonor results in the forfeiture of insurance
     or investment loss to me/us.

--------------------------------------------------------------------------------
 9   Telephone/Internet Authorization  (Check box if this option is desired.)
--------------------------------------------------------------------------------

     [_] I/We hereby authorize and direct Lincoln Life to accept instructions
     via telephone or the Internet from any person who can furnish proper
     identification to exchange units from subaccount to subaccount, change the
     allocation of future investments, and/or clarify any unclear or missing
     administrative information contained on this application at the time of
     issue. I/We agree to hold harmless and indemnify Lincoln Life and their
     affiliates and any mutual fund managed by such affiliates and their
     directors, trustees, officers, employees and agents for any losses arising
     from such instructions.

                                    Page 3

<PAGE>

--------------------------------------------------------------------------------
 10  Replacement   Will the proposed contract replace any existing annuity or
     life insurance contract?
--------------------------------------------------------------------------------

     ELECT ONE:  [_]  No [_] Yes   If yes, complete the 1035 Exchange or
     Qualified Retirement Account Transfer form.

     (Attach a state replacement form if required by the state in which the
     application is signed.)

<TABLE>
     <S>                                                      <C>
     _________________________________________________________________________________________________
     Company name

     _________________________________________________________________________________________________
     Plan name                                                Year issued

======================================================================================================
</TABLE>

     Fraud Warning   Residents of all states except Virginia please note:

     Any person who knowingly, and with intent to defraud any insurance company
     or other person, files or submits an application or statement of claim
     containing any materially false or deceptive information, or conceals, for
     the purpose of misleading, information concerning any fact material
     thereto, commits a fraudulent insurance act, which is a crime and subjects
     such person to criminal and civil penalties.

--------------------------------------------------------------------------------
 11  Signatures
--------------------------------------------------------------------------------

     All statements made in this application are true to the best of my/our
     knowledge and belief, and I/we agree to all terms and conditions as shown.
     I/We acknowledge receipt of current prospectuses for Wells Fargo Variable
     Annuity and verify my/our understanding that all payments and values
     provided by the contract, when based on investment experience of the funds
     in the Series, are variable and not guaranteed as to dollar amount. I/We
     understand that all payments and values based on the fixed account are
     subject to a market value adjustment formula that may increase or decrease
     the value of any transfer, partial surrender, or full surrender from the
     fixed account made prior to the end of a guaranteed period. Under penalty
     of perjury, the Contract Owner(s) certifies that the Social Security (or
     taxpayer identification) number(s) is correct as it appears in this
     application.

<TABLE>
<S>                                               <C>                                           <C>
     ----------------------------------------------------------------------------------------
     Signed at (city)                             State                                          Date [_][_]   [_][_]  [_][_]
                                                                                                       Month    Day     Year
     -----------------------------------------    -------------------------------------------
     Signature of Contract Owner                  Joint Contract Owner (if applicable)

     ----------------------------------------------------------------------------------------
     Signed at (city)                             State                                          Date [_][_]   [_][_]  [_][_]
                                                                                                       Month    Day     Year
     ______________________________________________________________________________________
     Signature of Annuitant (Annuitant must sign if Contract Owner is a trust or custodian.)
</TABLE>

--------------------------------------------------------------------------------
Investments Products:
--------------------------------------------------------------------------------
 .    Are NOT insured by the FDIC
 .    Are NOT obligations or deposits of any Wells Fargo Bank nor guaranteed by
     the Bank
 .    Involve investment risk, including possible loss of principal
--------------------------------------------------------------------------------

================================================================================
             FINANCIAL ADVISER MUST COMPLETE REVERSE SIDE (PAGE 5)
================================================================================

                                     Page 4
<PAGE>

================================================================================
     THE FOLLOWING SECTIONS MUST BE COMPLETED BY THE SECURITIES DEALER OR
                   FINANCIAL ADVISER. Please type or print.
--------------------------------------------------------------------------------
12 Insurance in Force   Will the proposed contract replace any existing annuity
   or life insurance contract?
--------------------------------------------------------------------------------

   ELECT ONE: [_] No [_] Yes   If yes, please list the insurance in force on the
   life of the proposed Contract Owner(s) and Annuitant(s):

   (Attach a state replacement form if required by the state in which the
   application was signed.)

<TABLE>
<CAPTION>
<S>                                                                                               <C>
   _____________________________________________________________________________________________  $_____________
   Company name                                          Year issued                              Amount

----------------------------------------------------------------------------------------------------------------
13 Additional Remarks
----------------------------------------------------------------------------------------------------------------

   _____________________________________________________________________________________________________________

   _____________________________________________________________________________________________________________

   _____________________________________________________________________________________________________________

   _____________________________________________________________________________________________________________

   _____________________________________________________________________________________________________________

   _____________________________________________________________________________________________________________

----------------------------------------------------------------------------------------------------------------
14 Dealer Information
----------------------------------------------------------------------------------------------------------------

   Option: [_] 1 [_] 2

   Note:  Licensing appointment with Lincoln Life is required for this application to be processed.
          If more than one representative, please indicate names and percentages in Section 13.

   ___________________________________________________________________________       [_][_][_]-[_][_][_]-[_][_][_][_]
   Registered representative's name (print as it appears on NASD licensing)          Registered representative's telephone number

   ___________________________________________________________________________       [_][_][_]-[_][_]-[_][_][_][_]
   Client account number at dealer (if applicable)                                   Registered representative's SSN

   ________________________________________________________________________________________________________________________________
   Dealer's name

   ________________________________________________________________________________________________________________________________
   Branch address                                            City                                     State           ZIP

   ________________________________________________________________________________________________________________________________
   Branch number                                            Representative number

   [_] CHECK IF BROKER CHANGE OF ADDRESS

---------------------------------------------------------------------------------------------------------------
15 Representative's Signature
---------------------------------------------------------------------------------------------------------------

   The representative hereby certifies that he/she witnessed the signature(s) in Section 11 and that all information contained in
   this application is true to the best of his/her knowledge and belief.


   ________________________________________________________________________________________________________________________________
   Signature
===================================================================================================================================

                              Send completed application - with a check made payable to Lincoln Life - to your investment dealer's
                              home office or to:
   ----------------------
    [LOGO APPEARS HERE]                                                      Express Mail:
   ----------------------     Lincoln Life                                   Lincoln Life
                              P.O. Box 7882                                  Attention: Wells Fargo Operations
                              Fort Wayne, IN  46801-7882                     1300 South Clinton Street
                                                                             Fort Wayne, IN  46802

                              If you have any questions regarding this application, please call Lincoln Life at 800-458-0822.
</TABLE>

                                     Page 5


© 2022 IncJournal is not affiliated with or endorsed by the U.S. Securities and Exchange Commission