Get Expression Of Wishes Form - Ageas Protect

The Expression Of Wishes Form - Ageas Protect is an important document that allows you to express your wishes regarding the beneficiaries of your Trust. Completing this form online provides a convenient way to provide guidance to your Trustees, ensuring your preferences are known and considered.

Follow the steps to fill out your Expression Of Wishes Form clearly and accurately.

1. Click the ‘Get Form’ button to obtain the Expression Of Wishes Form. This will open the document in an online editor, allowing you to fill out the necessary fields.
2. In Section A, enter your personal details, including full name, current address, and any previous surnames if applicable. If there are two policyholders, both should provide their details in this section.
3. Next, move to Section B to list the beneficiaries. For each beneficiary, include their full name, address, and your relationship to them. You also need to specify the percentage of the Trust Fund you wish each beneficiary to receive. Remember, the total must equal 100%.
4. If a beneficiary you nominated passes away before you, specify in the extra fields provided to whom their share should be allocated. Include their full name, address, and relationship to you.
5. Sign and date the declaration in Section C, confirming your preferences as outlined. If there are two policyholders, ensure both sign the document. It is essential that a witness, who is not a beneficiary, also signs the form.
6. Finally, review all the information for accuracy. Save any changes, and consider downloading or printing the completed form for your records. You can also share it with your Trustees to facilitate their decision-making.

Complete your Expression Of Wishes Form online today to ensure your preferences are clearly communicated to your Trustees.