Get Group Life Mastertrust

Completing the Group Life Mastertrust form is an important step in ensuring that your beneficiaries are correctly identified for any benefits payable upon your passing. This guide provides a clear and supportive walkthrough of each section of the form to assist you in accurately completing it online.

Follow the steps to successfully fill out your form.

1. Press the ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the 'About you' section, enter your full name, date of birth, and national insurance number. Additionally, please state the name of your employer.
3. In the 'Who would you like the trustees to pay benefit to?' section, provide details for the first person you wish to nominate. Include their title (Mr/Mrs/Miss/Ms/Other), full name, relationship to you, address, postcode, date of birth, and the percentage of any payment due (ensure it totals 100% if multiple beneficiaries are named).
4. If nominating multiple beneficiaries, repeat the process for Person 2 and Person 3, ensuring to fill out all necessary details for each and the percentage of any payment due.
5. If necessary, you may list additional beneficiaries on a separate piece of paper and attach it to the form.
6. In the 'Your confirmation' section, indicate that you would like the trustees to consider the nominations made in this form and that this expression of wish replaces any previously made by you.
7. Sign and date the completed form before submitting it to your employer for safekeeping.

Complete your Group Life Mastertrust form online today to ensure your wishes are accurately recorded.