Get the free Expression of Wish Form

This form is intended to assist the Trustees in allocating lump sum death benefits payable from the Fund in the event of the member's death. It collects information about the member's dependants and

How to fill out expression of wish form

How to fill out Expression of Wish Form

1. Begin by obtaining the Expression of Wish Form from your provider.
2. Fill in your personal details, including your name, address, and identification number.
3. Specify the individuals or organizations you wish to benefit from your estate or policy.
4. Indicate the percentage of benefits you would like each beneficiary to receive.
5. Review the information to ensure accuracy.
6. Sign and date the form to make it valid.
7. Submit the form as instructed by your provider.

Who needs Expression of Wish Form?

1. Individuals who have policies or plans that allow them to designate beneficiaries.
2. People planning their estate or wanting to specify their wishes for distribution of benefits.
3. Members of retirement plans, life insurance policies, or pension schemes.

People Also Ask about

What is the form of wish in English?

We use the verb wish or the phrase if only to talk about things which we want but which are not possible: I wish I could see you next week. I don't like my work. I don't like this place. I wish I was/were taller. I wish I had worked harder when I was at school. We should phone them in case they are lost.

What is the expression of wish form?

This form allows you to tell the Trustee your wishes with regard to whom or where you would like your lump sum benefits to be paid following your death.

What is the rule for wish in English?

Wish + (that) + past simple: We can use 'wish' to talk about something that we would like to be different in the present or the future. It's used for things which are impossible or very unlikely. I wish that I had a big house (I don't have a big house, but it's a nice idea!).

What is the form of wish?

Wish + to-infinitive When we use wish followed by a verb in the to-infinitive form, wish means the same as want, but it is more formal. We do not normally use wish in the continuous form when we use it with a to-infinitive: I wish to speak to Mr Hennessy, please.

What is the example expression of wish letter?

To My Executors, My Family and My Beneficiaries and Any Other Person Whom It May Concern: I, (name), of (address), wish to state my wishes with respect to my gifts to charity. I appreciate that this letter imposes no legal obligation upon you but it expresses my wishes to which I hope you will have due regard.

Which is better expression of wish or nomination?

Both are the same - they are there to evidence your intention which the trustees will take into account when they exercise their discretion as to beneficiaries.

What are the 3 tenses of wish?

The verb after “wish” is one tense back, so that if you are wishing for a different present situation, the tense that follows “wish” is past simple or past continuous. If you are wishing that a past situation was different, the tense that comes after “wish” is past perfect.

What are the 4 types of wishes?

Wishes can be divided into four key themes, to have, to be, to meet, or to go. Scroll down to read more about each of these wish types and follow the links for inspiration and examples of the types of wishes we can grant.

For pdfFiller’s FAQs

What is Expression of Wish Form?

An Expression of Wish Form is a document that allows individuals to specify their preferences for the distribution of certain benefits, usually in the context of insurance policies or pension funds.

Who is required to file Expression of Wish Form?

Typically, policyholders or members of pension plans are required to file an Expression of Wish Form to ensure that their benefits are distributed according to their wishes after their death.

How to fill out Expression of Wish Form?

To fill out an Expression of Wish Form, individuals need to provide their personal information, such as name and address, and clearly state their beneficiaries’ names and relationships, alongside any specific instructions regarding the distribution of benefits.

What is the purpose of Expression of Wish Form?

The purpose of an Expression of Wish Form is to guide trustees or insurance companies in distributing benefits according to the wishes of the policyholder or member, thereby providing clarity and reducing disputes.

What information must be reported on Expression of Wish Form?

The information that must be reported on an Expression of Wish Form typically includes the policyholder’s name, policy details, beneficiary names, their relationship to the policyholder, and any specific instructions for distribution.