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Get Aig Expression Of Wishes Form 2020-2025
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How to fill out the Aig Expression Of Wishes Form online
Filling out the Aig Expression Of Wishes Form online allows you to express your preferences for beneficiaries of your Trust in a straightforward manner. This guide will provide you with step-by-step instructions to ensure that you complete the form accurately and effectively.
Follow the steps to fill out the form correctly.
- Click ‘Get Form’ button to access the form and open it in your online editor.
- In Section A, provide the details of the policyholders. Enter the full name, any previous surnames, full address, and postcode for both the 1st and 2nd policyholder. Additionally, include the cover reference and cover type associated with the Trust.
- Proceed to Section B, where you will designate the beneficiary or beneficiaries. List the full name, address, relationship to the policyholder, and the percentage of the Trust Fund each beneficiary should receive. Ensure that the total percentages equal 100%.
- If a nominated beneficiary passes away before you, designate how their share should be handled by specifying a new beneficiary's full name, address, and relationship to the policyholder.
- In Section C, confirm that you wish the Trustees to take the listed individuals into consideration as possible beneficiaries. This section must be signed by both policyholders, including the date of signing.
- Include the signature of a witness. Ensure that this individual is not a beneficiary or potential beneficiary of your Trust. The witness must be present at the time of your signature.
- Finally, review the completed form carefully to ensure all information is correct. You can then save any changes, download, print, or share your completed Aig Expression Of Wishes Form.
Complete your Aig Expression Of Wishes Form online today.
The expression of wish on a pension provides your pension provider with insights on how you wish your pension benefits to be allocated after your death. It helps prevent disputes and ensures that your beneficiaries receive the funds according to your preferences. Utilizing the Aig Expression Of Wishes Form can simplify this process and provide clarity in your intentions.
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