Get Expression Of Wish Form Example

Filling out the Expression of Wish Form is an important step in ensuring your wishes regarding pension benefits are known. This guide will walk you through the process of completing the form accurately and efficiently.

Follow the steps to complete your Expression of Wish Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your full name, including any forenames, in the designated field. Ensure your information is written in block capitals for clarity.
3. Provide your title, maiden name (if applicable), marital status, date of birth, national insurance number, pension certificate number(s), and employee ID (clock number). Each of these fields is essential for identification.
4. Next, fill in your spouse's or civil partner's full name and date of birth, along with the date of marriage or civil ceremony if applicable.
5. Enter your address and postcode in the specified fields to ensure accurate communication.
6. In the nomination of beneficiaries section, clearly state to whom you would like any lump sum benefits to be paid in the event of your death. Include the relationship of each beneficiary to you, and if nominating multiple beneficiaries, specify the percentage share of the benefit for each individual.
7. Sign and date the form at the end to validate your nominations and keep the document legally binding.
8. Finally, provide your phone number and email address for any potential follow-up or questions from the trustees. Once everything is completed, save the changes, and proceed to download, print, or share the form as needed.

Take control of your pension benefits by filling out your Expression of Wish Form online today.