Expression Of Wish Form Template UK

The Expression Of Wish Form Template UK is offered in multiple formats, including PDF, Word, and Google Docs, featuring both editable and printable versions for your convenience.


Sample

Expression Of Wish Form Template UK

Editable – Printable



Expression Of Wish Form Template UK

1. Policyholder Information


2. Nominee Information


3. Additional Nominees

4. Specific Instructions for Distribution

5. Declaration of Intent

6. Policyholder’s Signature

7. Date of Signature

8. Witness Information (if applicable)


9. Amendments to Previous Expressions of Wish

10. Confirmation of Understanding


PDF


WORD

Examples


Expression of Wish Form Template UK (1)
Personal Information:
[Full Name]
[Date of Birth]
[National Insurance Number]
[Address]
Policy Information:
[Policy Number]
[Type of Policy, e.g., Life Insurance, Pension]
Beneficiary Details:
1. [Full Name of Beneficiary 1]
[Relationship to you]
[Percentage or Amount]

2. [Full Name of Beneficiary 2]
[Relationship to you]
[Percentage or Amount]

3. [Full Name of Beneficiary 3]
[Relationship to you]
[Percentage or Amount]
Additional Instructions:
[Any specific wishes regarding the distribution of benefits, e.g., “Should any of the above beneficiaries predecease me, I wish for their share to be divided equally among the surviving beneficiaries.”]
Declaration:
I hereby declare that this Expression of Wish Form represents my current intentions regarding the distribution of benefits associated with my [Type of Policy] and that I reserve the right to change this wish at any time.
Signed in [City], [Date].
Sincerely,
[Signature]
[Full Name]
Expression of Wish Form Template UK (2)
Personal Information:
[Full Name]
[Date of Birth]
[National Insurance Number]
[Address]
Policy Information:
[Policy Number]
[Type of Policy, e.g., Life Insurance, Pension]
Beneficiary Preferences:
1. [Full Name of Beneficiary 1]
[Relationship to you]
[Percentage or Amount]

2. [Full Name of Beneficiary 2]
[Relationship to you]
[Percentage or Amount]

3. [Full Name of Beneficiary 3]
[Relationship to you]
[Percentage or Amount]
Special Considerations:
[Details regarding any specific wishes related to age, condition, or terms concerning beneficiaries, e.g., “If any beneficiary is under the age of 18 at the time of my passing, their share should be held in trust until they reach adulthood.”]
Confirmation:
I confirm that this Expression of Wish is to be considered in relation to my [Type of Policy]. I understand that I may revoke this expression in writing at any time.
Signed in [City], [Date].
Sincerely,
[Signature]
[Full Name]

Printable



Expression Of Wish Form Template UK