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  • Expression Of Wish Form - Royal Mail Group

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Expression of Wish Form Royal Mail Defined Contribution Plan Lump Sum Death Benefit Expression of Wish A lump sum benefit may be paid if you die as a member of the Plan (please see the Plan Guide.

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I would like the Trustee to consider the following person(s) or organisation(s) for a lump sum benefit if this is applicable. I understand that the Trustee has complete discretion over the payment of any lump sum benefit and, although the Trustee will consider my wishes, my request is not binding on the Trustee.

It's simply a formal request to the trustees or administrator of your pension scheme, setting out who you'd like to receive your pension benefits on death.

If you die in service, the lump sum payable is: four times your pensionable pay, plus. the actual amount of the Cash Balance benefit you've built up (i.e. not reduced for early payment).

What is an Expression of Wish form? If a client passes away with money in a pension, the administrators will need to decide who benefits from those funds. An Expression of Wish form lets the client choose who they would prefer the money to go to and in what proportions.

Your expression of wish is a statement that tells us who you'd choose to receive your pension savings if you die before you retire. We refer to those people as beneficiaries. What you write on the form is a key influence for our trustees as they make a decision about releasing your savings.

If you do not complete an expression of wish, any death grant to which an entitlement may arise upon your death, will be paid to your personal representatives. This means that it could form part of your estate and be subject to inheritance tax if the value of your estate exceeds HM Revenue & Customs limits.

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© Copyright 1997-2025
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3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232