This form is for you to use to express your wishes in respect of whom you would like to benefit from the Trust when you die. It is recommended that you update this form at least every 3 years. Jessica List looks a three common issues… Death benefit nomination/ expression of wish form About this form • This form lets you tell us who you’d like to benefit from your funds on your death in relation to: ... wishes, in whatever form, previously made by me in relation to my ARC SIPP and/or One Retirement account). That may also include the beneficiary for any death in service benefits if you are an employee. Expression of Wishes You should complete this form to tell us who you wish to receive benefits from your plan if you die. Please return completed form to: Hartley Pensions Ltd, 5th Floor, 25 Marsh Street, Bristol, BS1 4AQ. Member Name Scheme Number. Use this form to nominate who will receive any lump sum payment in the event of your death.

EXPRESSION OF WISHES FORM PART ONE Specific nomination(s) Name of Scheme On your death, funds held for your benefit (“your funds”) will be applied in accordance with the rules of the Scheme. On your death, the funds remaining in your Barnett Waddingham SIPP will be applied in accordance with the trust deed and rules to provide lump sum and/or pension death benefits to the selected recipients. Pension administrators have seen a rapid rise in the number of complex requests linked to death benefit expression of wishes. USS Expression of Wish Form June 2018 v2.5 Page 1 of 2 Use this form to nominate who will receive any lump sum payment in the event of your death. If you die before the age of 75 the funds can be passed on free of tax. Pension death benefits: A handy guide to expression of wishes. DOWNLOAD THIS FORM AT THECOLLEAGUEROOM.COM. That may also include the beneficiary for any death in service benefits if you are an employee. Completing an Expression of Wishes form is the best way to ensure your wishes are taken into account, specifically who you would like to receive any lump sum benefit payable on your death. Death Benefit Expression of Wishes If you die before you have taken all of your benefits from your Pension Portfolio, they can be payable to someone else. Why do I need to complete an Expression of Wish form? You can use this form to tell us who you would like to receive your death benefits. Expression of wish forms.

Expression of wish forms When you first join a pension scheme, you will be asked to give details about the person or people you want to receive your pension if you pass away. Please return this form to: Universities Superannuation Scheme Limited, Royal Liver Building, Liverpool, L3 1PY When you first join a pension scheme, you will be asked to give details about the person or people you want to receive your pension if you pass away. Within the overall limits of the tax legislation, the rules give wide discretion over the exact form of benefits and the recipients. Expression of wish form About this nomination It’s important you think about completing this form to let us know who you’d like to receive any lump sum benefit on your death.

The Fidelity SIPP – Expression of Wish Form G0035301 Please pay any lump sum, and/or pension arising from my Fidelity SIPP to the following person(s) in the percentage(s) shown. Expression of wish form. The Trustee might take into account any will you have written since submitting the form or any Court Orders that might affect death benefit payments. EXPRESSION OF WISHES FORM Part A Member Details Part B Beneficiary Type Please complete this form if you wish to name one or more beneficiary who you would like to receive pension death benefits on your death. Under the Rules, the Trustee has complete discretion when deciding who receives any lump sum from the Scheme following your death.

This form allows you to tell the Trustee your wishes with regard to whom or where you would like your lump sum benefits to be paid following your death. Mr/Mrs/Miss/Ms/Other Surname Forename(s) Postcode Mobile … ... Service comment and complaints forms.