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The Royal Bank of Scotland Group Ireland Retirement Savings Plan Death Benefit Lump Sum Nomination Form 1. Member details Name (in full) PRI number Date of birth D MM Y Y Y Y Employee reference number
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Begin by downloading the roi-rsp-lump-sum-nomination-formdoc from a reliable source. Ensure that you have the correct version of the form.
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Carefully read through the instructions provided on the form. This will give you an overview of the information that needs to be provided and any specific guidelines for filling out the form.
03
Start by providing your personal information in the designated fields. This may include your full name, contact details, and any identification numbers required.
04
Next, provide the necessary details regarding the lump sum nomination. This may include the nominee's full name, relationship to you, and any additional information required.
05
If there are multiple beneficiaries, ensure that you fill out the relevant fields for each individual, providing accurate and complete information.
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Additionally, there may be sections on the form that require you to make choices or selections. Carefully go through these sections and choose the appropriate options based on your preferences.
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Who needs roi-rsp-lump-sum-nomination-formdoc:

01
Individuals who have a registered retirement savings plan (RSP) and wish to nominate a lump sum beneficiary for their RSP funds.
02
Those who want to ensure that their RSP funds are distributed according to their wishes in the event of their passing.
03
This form is specifically for individuals who have an RSP and want to make a lump sum nomination, as opposed to other types of beneficiary designations.
Note: It is always a good idea to consult with a financial advisor or legal professional when filling out important forms like the roi-rsp-lump-sum-nomination-formdoc to ensure that you understand the implications and have accurately completed all the required sections.
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It is a form used to nominate a lump sum recipient for a Return on Investment (ROI) Retirement Savings Plan (RSP).
Employees who are part of the ROI Retirement Savings Plan and wish to designate a lump sum beneficiary.
The form must be completed with the employee's personal information, the designated lump sum recipient, and signed and dated by the employee.
The purpose is to ensure that in the event of the employee's death, the designated lump sum recipient receives the funds from the ROI Retirement Savings Plan.
Personal information of the employee, details of the designated lump sum recipient, and the employee's signature and date.
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