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Get James Hay Expression Of Wish
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How to fill out the James Hay Expression Of Wish online
The James Hay Expression Of Wish form allows individuals to specify who should receive their death benefits under a Self-Invested Personal Pension (SIPP). Completing this form is crucial for ensuring that your wishes are honored. This guide provides clear, step-by-step instructions for filling out the form online.
Follow the steps to accurately complete your Expression Of Wish form.
- Click 'Get Form' button to obtain the form and open it for editing.
- Fill in your personal details in the 'Individuals Details' section. Provide names, full addresses, dates of birth, relationships to you, and the percentage of death benefits for up to four individuals you wish to designate.
- Complete the 'Charity Details' section if you wish to allocate any portion of the death benefits to a registered charity. Include the charity’s name, address, postcode, and registered charity number, along with the percentage of death benefits to be allocated.
- If applicable, provide details in the 'Trust Details' section. Include the name of the trust, its address, postcode, and the names of the trustees involved, as well as the percentage of benefits intended for the trust.
- After completing all sections, read through the 'Your Declaration' to confirm that you have disclosed necessary information about other individuals and that they have consented to this disclosure.
- Sign and date the form to validate your choices before submission.
- Finally, save your changes to the form. You may also download, print, or share the form as needed.
Complete your James Hay Expression Of Wish form online today to ensure your preferences are recorded.
Completing an Expression of Wish form A client should name all beneficiaries and the proportion of the benefit they would like the administrators to consider when exercising their discretion to whom to pay any benefits.
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