Get Deed Of - Scottish Widows - Investment

This guide provides a clear and supportive resource for users looking to complete the DEED OF - Scottish Widows - Investment online. Follow the instructions to ensure each section is filled out accurately and appropriately.

Follow the steps to complete your DEED OF - Scottish Widows - Investment

1. Click ‘Get Form’ button to obtain the form and open it in your preferred browser or document editor.
2. Enter the date of the deed of assignment in BOX A. This should be the date when the last person signs the form at the end.
3. Fill in the details of all Trustees in BOX B. You will need to provide the full names and addresses of each Trustee, ensuring at least two are listed.
4. In BOX C, input the information for the Assignees. Provide full names, addresses, date of birth, nationality, town/city of birth, and country of residence for each Assignee.
5. You must include the date of the original Trust in BOX D, along with the names of the Settlor(s).
6. In BOX E, detail the policy information, including the policy number, and confirm the irrevocable assignment to the Assignee.
7. Ensure all Trustees and Assignees sign the deed. This must be witnessed by an independent person who does not have a conflict of interest.
8. Once completed, save the changes. You may then download, print, or share the form as needed.

Complete your DEED OF - Scottish Widows - Investment online today for efficient management and clarity.