Get Expression Of Wish Form - Talkingpensions-jti.co.uk

Filling out the Expression Of Wish Form is a crucial step in ensuring your preferences are respected regarding the distribution of benefits in the event of your death. This guide will walk you through the necessary steps to complete the form accurately and efficiently online.

Follow the steps to easily complete your Expression Of Wish Form.

1. Locate and click the ‘Get Form’ button to access the Expression Of Wish Form. This action will open the document for you to edit.
2. Provide your personal details in the designated fields. Write your title by selecting from the options (Mr, Mrs, Miss, Other). Then, fill in your surname, forenames, address, National Insurance number, and date of birth clearly.
3. Identify the individuals you wish the Trustees to consider for benefits. For each person, you must include their full name in capital letters, address, relationship to you, and the proportion of the benefits you wish them to receive (indicating in percentage). Ensure that the total of all proportions equals 100%.
4. Review the entire form for accuracy and clarity. It is important that all information is filled out in black ink and in BLOCK CAPITALS if completed by hand.
5. Finally, sign and date the form in the appropriate fields. Consider taking a copy of your completed form for your records before submitting it.

Complete the Expression Of Wish Form online to secure your preferences today.