Lincoln Financial

Lincoln Financials wants to claw back my money

Reviewed by Paul F. on June 30th 2021   Verified Policyholder
Lincoln financial wants to claw back money from ssi and we had two employers so I got disability from both employers one used Lincoln one used Cal EDD for short term so we received both. Now Lincoln wants to lower their monthly pay by the amount of any disability payment we received.
Reply
Sent on June 30th 2021 by Attorney Stephen Jessup

Paul, unfortunately, under employer provided policies there are provisions related to offsets for sources of Other Income. Both the California disability and Social Security disability would constitute other income subject to offset by Lincoln.