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Complete the Expression of Wish Form for the Provident Financial Staff Pension Scheme to direct discretionary benefits after death. Submit to Pensions Team.
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An expression of wish form is a document that allows an individual to indicate their preferred beneficiaries for certain assets, typically in relation to pension schemes or life insurance policies.
Individuals who have pensions, life insurance policies, or similar financial products are typically required to file an expression of wish form to ensure their assets are distributed according to their wishes.
To fill out an expression of wish form, one typically needs to provide personal details such as name, address, and policy number, along with the names and details of the desired beneficiaries.
The purpose of an expression of wish form is to provide guidance to the trustees or administrators of a pension or insurance policy on how the policyholder wishes for their benefits to be distributed upon their death.
The information that must be reported typically includes personal identification details of the policyholder, specific names of beneficiaries, and their relationship to the policyholder.
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