Disclosures

Lincoln Investment Disclosures

Form CRS Audited Statement of Financial Condition Unaudited Statement of Financial Condition Investor Agreement and Disclosure Handbook Protecting Investor Assets and Personal Information

Cash Sweep Disclosures

The Lincoln Investment Companies Sweep Program General Terms Conditions Dreyfus Insured Deposits L Disclosure Dreyfus Insured Deposits LV Disclosure

Cash Sweep Information

Don’t Lose Interest: Managing Cash in Your Brokerage Account Bank Sweep Programs

Investment Advisory Disclosure Brochures

Thank you for opening an account with Lincoln Investment Planning, LLC (Lincoln Investment). If you have consented to the Electronic Delivery of Regulatory Documents, the links to the Important Investor Disclosure Documents below provide you the opportunity to view, download, and print the documents for your permanent records. Please review the documents and direct any questions to your Financial Professional.

To request paper copies of these documents, please send an email to: service@lincolninvestment.com or mail a letter to: The Lincoln Investment Companies, 601 Office Center Drive, Suite 300, Fort Washington, PA 19034, Attn: Electronic Delivery; or call in your request at 800-242-1421, extension 4770. You may also request copies of these documents from your Financial Professional.

If you have not consented to the Electronic Delivery of Regulatory Documents, your Financial Professional will provide the pertinent disclosures in hard copy from the list below.

Important Investor Disclosure Documents

Investor Agreement and Disclosure Handbook Platform Fees and Disclosures – Accounts Held at Pershing Platform Fees and Disclosures – Accounts Held at Third Parties Form CRS Transfer on Death (TOD) Agreement

Form ADV Part 2A and Appendix 1 (Investment Advisory Disclosure Brochures):

Capital Analysts, LLC Lincoln Investment Planning, LLC Lincoln Signature Solutions Mutual Fund Availability List