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Expression of Wish and Nomination (including Charities and Trusts) Please complete the form in BLOCK CAPITALS using black ink. In the event of your death your pension will usually provide benefits.

How to fill out expression-of-wish-and-nomination-form

How to fill out expression-of-wish-and-nomination-form

1. Obtain the expression-of-wish-and-nomination form from your financial institution or insurer.
2. Read the instructions carefully to understand the implications of your nominations.
3. Fill in your personal details, including your name, address, and policy number.
4. Specify the person(s) you wish to nominate by providing their full name and relationship to you.
5. Indicate the percentage share of the benefit for each nominee, ensuring that the total adds up to 100%.
6. Sign and date the form to validate your nominations.
7. Submit the completed form to your financial institution or insurer as instructed.

Who needs expression-of-wish-and-nomination-form?

1. Individuals who have life insurance policies or retirement savings plans.
2. Policyholders who want to designate beneficiaries for their insurance or investment products.
3. People looking to ensure their assets are distributed according to their wishes upon their death.

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What is expression-of-wish-and-nomination-form?

The expression-of-wish-and-nomination form is a document that allows an individual to indicate their preferences for the distribution of their benefits or assets upon their death, particularly in relation to insurance policies or retirement accounts.

Who is required to file expression-of-wish-and-nomination-form?

Typically, individuals who have life insurance policies, retirement accounts, or similar financial instruments are required to file an expression-of-wish-and-nomination form to ensure their benefits are distributed according to their wishes.

How to fill out expression-of-wish-and-nomination-form?

To fill out the expression-of-wish-and-nomination form, you should provide your personal details, designate the beneficiaries you wish to receive your benefits, and include any relevant notes or instructions as needed. It's important to follow the guidelines provided by the issuing institution.

What is the purpose of expression-of-wish-and-nomination-form?

The purpose of the expression-of-wish-and-nomination form is to allow individuals to specify how they want their assets or benefits to be allocated after their death, helping to ensure that their wishes are honored and reducing the potential for disputes among beneficiaries.

What information must be reported on expression-of-wish-and-nomination-form?

The information that must be reported on the expression-of-wish-and-nomination form typically includes the individual's name, policy or account number, details of the beneficiaries (such as names and relationships), and any specific instructions for distribution.