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  • Expression Of Wish Form

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EXPRESSION OF WISH FORM Full name of member........................................................................... Policy number In the event of my death, I should like any lump sum death benefit.

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It's simply a formal request to the trustees or administrator of your pension scheme, setting out who you'd like to receive your pension benefits on death.

A letter of wishes is a document drawn up to accompany your will. However, unlike your will, a letter of wishes is not legally binding, instead, it provides guidance to the individuals dealing with your estate and/or any trusts after your death.

This form is for you to use to express your wishes in respect of whom you would like to benefit from the Relevant Life Discretionary Trust when you die. The Trustees of your Trust have absolute discretion in determining who would benefit and by how much, so giving them guidance will be helpful to them.

I would like the Trustee to consider the following person(s) or organisation(s) for a lump sum benefit if this is applicable. I understand that the Trustee has complete discretion over the payment of any lump sum benefit and, although the Trustee will consider my wishes, my request is not binding on the Trustee.

Your expression of wish is a statement that tells us who you'd choose to receive your pension savings if you die before you retire. We refer to those people as beneficiaries. What you write on the form is a key influence for our trustees as they make a decision about releasing your savings.

What is an expression of wish? Your expression of wish is a statement that tells us who you'd choose to receive your pension savings if you die before you retire. We refer to those people as beneficiaries.

It's simply a formal request to the trustees or administrator of your pension scheme, setting out who you'd like to receive your pension benefits on death.

Expression of wish form (Death grant) - to express your wish for someone to receive any death grant in the event of your death. Nomination of co-habiting partner form (Survivor's pension) – to nominate a cohabiting partner to receive a survivor's pension in the event of your death.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232