Get 0119p.04 - Death Claim Declaration - Nucleus Financial

Filling out the 0119P.04 - Death Claim Declaration form is an essential process for notifying Nucleus Financial of a client’s passing. This guide offers a step-by-step approach to assist users in completing the form accurately and efficiently.

Follow the steps to properly complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in your editing tool.
2. Begin by filling in the client details section. Provide the full name of the deceased, their Nucleus account number(s), and the date of their death.
3. Next, in the payment details section, indicate how the proceeds should be distributed. Specify the payee name, bank or building society name, account number, and sort code if proceeds are to be paid to a nominated bank account.
4. Alternatively, if the proceeds are to be transferred to a Nucleus account, enter the client’s name, the wrapper, and the relevant account number.
5. Review the declaration section carefully. Each claimant must acknowledge and accept the terms outlined, ensuring all information provided is accurate and that they understand the consequences of false claims.
6. If claiming without the original account documents, mark the relevant statements confirming the inability to locate these documents, the account's status, and indemnification of Nucleus against other claims.
7. Collect signatures from all claimants in the respective fields, including the date and printed names.
8. Once completed, save your changes. You can then download, print, or share the form as needed.

Complete your 0119P.04 - Death Claim Declaration form online today to ensure a smooth process in notifying Nucleus Financial.