This form cancels any previous expression of wishes. Name Address Signed Relationship Date Notes Under present law lump sum death benefits under the BT Life Assurance Scheme can be paid at the discretion of the Trustee direct to your beneficiaries without any tax liability. E X P R S I O N BT Life Assurance Scheme BTLAS Expression of Wish form Please complete this form in black ink and in BLOCK LETTERS Surname Forenames UIN/EIN number if known F National Insurance number M / Date of Birth W H Type of member Ex BTRP Ex Syntegra tick one New to BT since March 2009 Other In exercising its discretion I wish the Trustee of the BT Life Assurance Scheme to consider the people I have nominated below as beneficiaries and to pay the benefit in the proportions shown. I understand that the nomination is only an expression of my wishes and is not binding on the Trustee. I also understand that although I may change my nomination at any time in the future I cannot direct the Trustee to pay the benefi....

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How to fill out the Life Assurance Scheme Bt Form online

Completing the Life Assurance Scheme Bt Form is an important step in expressing your wishes regarding beneficiaries. This guide will provide you with clear, step-by-step instructions on how to accurately fill out the form online.

Follow the steps to successfully complete the form online.

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by filling in your surname and forenames in the designated fields. Ensure that you use black ink and block letters for clarity.
  3. If you have your Unique Identification Number (UIN) or Employee Identification Number (EIN), enter it in the provided space. If you do not know it, you may leave this field blank.
  4. Enter your National Insurance number in the specified section to assist with identification.
  5. Provide your date of birth in the format required to ensure proper processing of your information.
  6. Indicate your type of membership by ticking one of the boxes provided, either ‘Ex BTRP’, ‘Ex Syntegra’, or ‘New to BT since March 2009’. Choose the appropriate option.
  7. In the section for beneficiaries, list the names and addresses of the people you wish to nominate. Provide clear percentages for how benefits should be distributed among them, ensuring the total equals 100%.
  8. Sign the form to validate your wishes and provide the date of signing in the appropriate space.
  9. Review your completed form for any errors or missing information before finalizing it.
  10. Once satisfied, you can save your changes or download the form for your records, print it for mailing or sharing, or potentially share it with relevant parties.

Complete your Life Assurance Scheme Bt Form online today to ensure your wishes are formally expressed.

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What is BT income protection?

If you experience illness or injury that prevents you working, income protection insurance provides an income stream usually up to 75-80% of your regular wage or salary. It means you can focus on your recovery knowing your finances remain in good shape.

Living Benefit is BT's trauma cover policy, which provides a lump sum payment if you suffer from a specified illness or injury, such as cancer, heart attack or head trauma.

Term Life Insurance BT life cover pays a lump sum benefit to the insured person's beneficiary(s) if you pass away or get diagnosed with a terminal illness. Your beneficiary(s) can use the payout to help cover any outstanding debts, pay for your funeral, or fund future financial needs, such as your children's education.

BT Protection Plans is a comprehensive, flexible suite of products which include the full range of life, trauma, TPD and income protection insurances, as well as business overheads insurance.

Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios.

With a stand-alone life insurance policy, the total sum insured is set for each product individually instead. For example, you could have the same level of cover as detailed above but claiming on TPD cover won't affect your term life or trauma cover.

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