Get Bestinvest Expression Of Wish Form

The Bestinvest Expression Of Wish Form allows users to designate beneficiaries for their pension benefits in the event of their death. This guide provides a step-by-step approach to completing the form online, ensuring clarity and understanding for all users.

Follow the steps to successfully complete the Bestinvest Expression Of Wish Form.

1. Click the ‘Get Form’ button to obtain the Expression Of Wish Form electronically. Once the option is selected, open the form in the designated editor.
2. Complete the 'Your Details' section, which includes entering your title, surname, full first names, permanent residential address, postcode, and Best SIPP account number. Ensure all information is clear and accurate.
3. In the 'Nomination of Beneficiaries' section, provide details for each person you wish to nominate. This includes their full name, relationship to you, date of birth, and the proportion of benefits each will receive. Make sure that the total proportion equals 100%.
4. Read and sign the 'Declaration' section. By doing so, you acknowledge that you understand your nominations are expressions of wishes and that the Scheme Trustee has discretion over the final decisions regarding benefits.
5. Finally, review your completed form for any errors or omissions. Once everything is confirmed, you can save your changes, download the form, print it, or share it as needed.

Complete your Bestinvest Expression Of Wish Form online today to ensure your wishes are clearly documented.