WBT and FMN are excited to be moving to the new Lincoln Alliance platform. There are three ways to enroll for the new plan. Please attempt the Phone or Lincoln Website options explained below before applying on this website, as described in the third option.
How to Enroll
Welcome to the Lincoln Alliance® program! You can easily enroll by:
Phone
The Lincoln Alliance® Web site
The FMN Web site
Before you begin the enrollment process, complete these simple steps:
Name your beneficiary. Determine who will receive the value of your account at the time of your death.
ENROLL BY PHONE for State-side Members – 800-234-3500
To start: Complete all steps mentioned above in the “How to Enroll” section. Have ready: Social Security Number and PIN.
If you have not already, you will soon receive a letter with your Personal Identification Number (PIN). For your protection, your PIN is required every time you access your account by phone. Keep your PIN in a safe place.
Note: You will be given an opportunity to speak with a service representative at certain times during your call.
- Call 800-234-3500.
- Enter your Social Security Number and PIN when prompted.
- The voice response system offers a menu of options and step-by-step instructions.
- Record your investment choices. Press:
1 – Retirement Information, then
2 – Investment Elections for New Contributions, then press
2 – ENTER your investment choices by following the voice prompts.
- To select a LifeSpan® Model or Automatic Portfolio Rebalancing, return to the main menu and speak to a service representative.
- If you elected a LifeSpan® model, periodically, your account balances will be automatically rebalanced according to the LifeSpan® asset allocation model’s investment mix; and you have agreed to participate in any changes in the investment mix for the LifeSpan® asset allocation models as the plan sponsor may deem appropriate from time to time keeping with the investment objectives of the selected model. The models will be rebalanced annually on _______________.
- Enter your Salary Deferral percentage. Press:
1 – Retirement Information
3 – Savings Rate, then
1 – To get your current contribution percentage
2 – To set up or change your contribution percentage
- Confirmation letters are mailed within seven days after making the transaction. When you have finished making choices on the voice-response system, you can hang up.
- To select a beneficiary designation, return to the main menu and speak to a service representative.
ENROLL BY Lincoln Alliance® WEB site – www.LincolnAlliance.com
To start: Complete all steps mentioned above in the “How to Enroll” section. Have ready: Social Security Number and PIN. If you have not already, you will soon receive a letter with your Personal Identification Number (PIN). For your protection, your PIN is required every time you access your account online. Keep your PIN in a safe place.
NOTE: The first time you access the website, you will be directed to create a new PIN/Password, setup your access questions, enter your preferences for receiving your confirmations, statements and prospectuses and as well enter your email addresses and establish a login ID.
- Logon to www.LincolnAlliance.com
- Enter your Social Security Number and PIN (case sensitive). Click "Login".
- To enter your SALARY DEFERRAL ELECTION:
- Click "Initiate a Request".
- Click “Contribution Elections”.
- Click “Start” to walk through the steps outlined.
- In Step 3, click “Accept” and a confirmation will be displayed with a Request ID #.
- Print the confirmation for your records.
- Click “Done”.
- To enter your INVESTMENT CHOICES:
- Click "Initiate a Request".
- Click “Change Investment Elections”.
- Click "Start" to walk through the steps outlined.
- In Step 3, click “Confirm” and a confirmation will be displayed with a Request ID #.
- Print the confirmation for your records.
- Click “Done”.
- To enter your BENEFICIARY ELECTIONS:
- Click "Initiate a Request".
- Click "Beneficiary Elections".
- Click "Start" to walk through the steps outlined.
- In Step 1, confirm marital status and if applicable, print a spousal consent waiver.
- Walk through the steps to enter beneficiary election.
- In Step 3, click “Confirm” and a confirmation will be displayed with a Request ID #.
- Print the confirmation for your records.
- Click “Done”.
- If you elected a LifeSpan® model, periodically, your account balances will be automatically rebalanced according to the LifeSpan® asset allocation model’s investment mix; and you have agreed to participate in any changes in the investment mix for the LifeSpan® asset allocation models as the plan sponsor may deem appropriate from time to time keeping with the investment objectives of the selected model. The models will be rebalanced annually on _______________.
- A confirmation of your selections will be sent within 7 business days. If you do NOT make your investment choices, your contributions will be automatically invested in the default investment option designated by your employer.
ENROLL BY FMN WEB site – www.wbtplan.com
To start: Complete all steps mentioned above in the “How to Enroll” section. Then, please follow these steps:
- Click the application below and choose "Save." Save the file to your desktop. Open the application on your desktop, fill it out, click save, and close the application.
- Click the “upload” link below; Fill in your name and email address, then click the “browse” button and find the application saved on your desktop, once you’ve found the application simply click “Open”. You’ll then see the file in the box that you have attached and you can click “Send application”. Once you’ve sent the application you will have completed the enrollment process.
- If you would like to use FMN's recommended allocations, please select the LifeSpan® fund that most closely matches your target retirement date.
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