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Get Expression Of Wish Form
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How to fill out the Expression Of Wish Form online
Completing the Expression Of Wish Form online is a straightforward process that allows users to designate beneficiaries for any lump sum death benefit. This guide will walk you through each step, ensuring that you fill out the form accurately and efficiently.
Follow the steps to complete your Expression Of Wish Form online.
- Click the ‘Get Form’ button to access the Expression Of Wish Form. This action will open the form in your online editor, allowing you to input your information.
- Begin by entering your full name in the designated field. This should be the name under which the policy is registered.
- Next, input the policy number associated with your insurance plan. This number is crucial for locating your records and ensuring that your wishes are honored.
- In the section titled ‘In the event of my death, I should like any lump sum death benefit paid to’, provide the name and address of the person you wish to nominate as your beneficiary. Ensure that the information is complete and accurate.
- Specify the proportion of the lump sum that each nominated person should receive. If there are multiple beneficiaries, make sure to clarify the distribution percentages.
- Review your entries to confirm that all information is correct, as this request will cancel any previous nominations you have made.
- Finally, sign and date the form to validate your request. Saving your electronic signature confirms your intent.
- Once you have completed all sections, you can save your changes, download a copy of the form, or print it for your records.
Take the opportunity to complete your Expression Of Wish Form online today.
The best choice between an expression of wish form and a nomination depends on your specific needs. An expression of wish form allows for more personal guidance on asset distribution, while a nomination is typically more formal and may be legally binding. Consider using both to ensure your preferences are clearly understood and respected.
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