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This form is used to express wishes for the allocation of lump sum death benefits from the pension scheme upon the policyholder\'s death. It requires the policyholder to detail their personal information, nominate beneficiaries, and outline the proportion of benefits each nominee is to receive, while noting that the final decision rests with the trustees.
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How to fill out expression of wish form

01
Obtain the Expression of Wish form from your provider or online.
02
Read the instructions to understand the purpose of the form.
03
Fill in your personal details, including your name, address, and policy number.
04
Clearly list the name(s) and relationship(s) of the beneficiary/beneficiaries.
05
Specify the percentage of benefits you wish each beneficiary to receive.
06
Sign and date the form to validate it.
07
Submit the completed form to your provider as instructed.

Who needs expression of wish form?

01
Individuals who have a life insurance policy.
02
Those who want to designate beneficiaries for their pension scheme.
03
People updating their estate planning documents.
04
Anyone interested in ensuring their wishes are clearly stated regarding financial benefits.
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An expression of wish form is a document that allows an individual to indicate their preferences regarding the distribution of their benefits or assets upon their death.
Typically, individuals who have a retirement plan or insurance policy that allows for the designation of beneficiaries are required to file an expression of wish form.
To fill out an expression of wish form, individuals need to provide their personal information, specify the beneficiaries, and include details about the shares or amounts they wish each beneficiary to receive.
The purpose of an expression of wish form is to communicate an individual's wishes regarding the allocation of their benefits or assets to ensure that they are distributed according to their intentions.
The information that must be reported includes the individual's personal details, names and relationships of beneficiaries, and the allocation amounts or percentages for each beneficiary.
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Relevant keywords

lump sum death benefit beneficiary nomination trustees discretion pension scheme data protection financial planning inheritance tax scheme rules expression of wishes Mercer Limited

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