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Expression of Wish Form SIPP for US Persons* *Definition of US Persons a citizen or resident of the United States as defined by the IRS 1 Version 2 June 2015 Expression of Wish Expression of Wish

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What is expression of wish form?

The expression of wish form is a document where individuals can indicate their preference for how their assets should be distributed upon their death.

Who is required to file expression of wish form?

Any individual who wants to specify their beneficiaries for their assets or funds is required to file an expression of wish form.

How to fill out expression of wish form?

To fill out an expression of wish form, you need to provide your personal information, list of beneficiaries, their relationship to you, and specify the assets or funds you want to distribute to each beneficiary.

What is the purpose of expression of wish form?

The purpose of the expression of wish form is to ensure that your assets are distributed according to your wishes and to avoid any confusion or disputes among your beneficiaries after your passing.

What information must be reported on expression of wish form?

The information that must be reported on an expression of wish form includes your personal details, list of beneficiaries, their relationship to you, and the distribution of assets or funds among the beneficiaries.

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