Get 2015 Beagle Street Trust Form - Bcavendishonlinecoukb

Completing the 2015 Beagle Street Trust Form online can seem daunting, but with a clear understanding of each section and field, the process can be streamlined. This guide provides step-by-step instructions to help you navigate the form effectively, ensuring all required information is accurately submitted.

Follow the steps to successfully complete your Trust Form.

1. Click the ‘Get Form’ button to obtain the form and open it in the document editor, allowing you to start filling it out seamlessly.
2. Enter the date on which the Trust is made in SECTION 1. Fill in the day, month, and year, followed by the Policyholder's name and their full address including the postcode.
3. In SECTION 1, appoint additional Trustees. Enter the names and addresses of up to four additional Trustees. Ensure you select trustworthy individuals as they will manage the Death Benefits.
4. Proceed to SECTION 2. Specify the Policy Number(s) of the life insurance policy and identify the life assurance company, which is Scottish Friendly Assurance Society. This indicates your formal assignment of the policy to the Trustees.
5. Move to SECTION 3 and outline the Beneficiaries. List the names and addresses of all Beneficiaries entitled to the Death Benefits. Ensure this includes any additional individuals you wish to support.
6. Review SECTION 4, which states that the Policyholder cannot benefit from the trust during their lifetime. This is crucial for ensuring the Death Benefits are outside the Policyholder's estate for inheritance tax purposes.
7. Complete SECTION 5 regarding Trusts of Critical Illness or Terminal Illness benefits. Acknowledge that these benefits will be held in trust for the Policyholder.
8. In SECTION 6, familiarize yourself with the standard administrative provisions incorporated into the trust for smoother management by Trustees.
9. Finish with SECTION 7. All parties, including the Policyholder and Trustees, must sign in the presence of independent witnesses. Confirm that signatures are properly witnessed and dated at the top of the first page.
10. Once completed, you can save changes, download a copy of the form, print it, or share it as necessary. Don’t forget to inform Beagle Street about the Trust and submit the completed form.

Begin your digital document journey by completing the 2015 Beagle Street Trust Form online today.