Get Sipp Nomination/expression Of Wish - Novia-financial.co.uk

This guide provides clear and supportive instructions for completing the SIPP Nomination/Expression Of Wish form. By following these steps, you can effectively nominate individuals or entities to receive benefits in the event of your death.

Follow the steps to complete your nomination form accurately.

1. Press the ‘Get Form’ button to obtain the SIPP Nomination/Expression Of Wish form and open it in your preferred document editor.
2. In the 'Investor Details' section, fill in your name, date of birth, Novia investor number (if known), and SIPP number (if known). Ensure accuracy in these fields as they identify you in the Novia SIPP system.
3. In 'Investor Wishes,' list the individuals or entities you wish to nominate. For each nominee, provide their name, percentage allocation of benefits, date of birth, relationship to you, and their address, including postcode.
4. If you have additional nominees, continue adding their information in the same manner as described in step 3, ensuring to include all required details for clear specification of your wishes.
5. Use the 'Further Information' section to add any notes or additional beneficiaries, especially those you’d like the Scheme Administrator to consider if your primary nominees predecease you. Again, include all necessary details for each person.
6. In the 'Charity Nomination' section, if you opt to nominate a charity for receiving death benefits, include the name of the registered charity, the allocation percentage, their registered charity number, and their address.
7. Finally, in the 'Signature' section, print your name, sign to affirm that the wishes expressed on this form supersede any previous nominations, and enter the date.
8. Once you have filled out all sections of the form, save your changes and choose to download, print, or share the completed form as needed.

Complete your SIPP Nomination/Expression Of Wish form online today to ensure your wishes are officially recognized.