Get Deed Of - Scottish Widows

Filling out the DEED OF - Scottish Widows is a crucial process for executors who are assigning life insurance investment bonds to beneficiaries. This guide offers clear and straightforward steps to help you fill out this important document seamlessly and correctly.

Follow the steps to complete your DEED OF - Scottish Widows online.

1. Click ‘Get Form’ button to access the DEED OF - Scottish Widows form and open it for editing.
2. Insert the date of signing at the beginning of the document. Use the format (DD MM YYYY) for clarity.
3. Provide the full names and addresses of the executor(s) who are assigning the insurance investment bond. Include the postcode for each executor.
4. Next, fill in the full names and addresses of the beneficiary to whom the assignment is being made. Ensure to include their nationality, town or city of birth, country of birth, and any relevant residential addresses.
5. Indicate the countries where the beneficiary is tax resident and provide their Taxpayer Identification Number (TIN) for each relevant country.
6. Insert the full name of the deceased policyholder. Follow this with the insertion of the date when the Grant of Probate or Certificate of Confirmation was obtained (again using the format (DD MM YYYY)).
7. Summarize the policy in the schedule section by detailing the investment bond, including product name and policy number.
8. The executor(s) should sign where indicated, providing their name and signature. Be sure to have each signature witnessed by an independent person who will also sign and print their full name and address.
9. Once all details are correctly filled in and signed, the completed deed should be sent to the relevant office to ensure records are updated. Users can choose to save changes, download, print, or share the form as needed.

Start filling out your DEED OF - Scottish Widows online today for a smoother execution process.