Vpe1 2026

1. Click ‘Get Form’ to open the vpe1 in the editor.
2. Begin by entering the name of the trust or settlement at the top of the form. This is essential for identifying the context of your election.
3. Fill in the date the trust or settlement was created using the format DD MM YYYY. This information is crucial for tax purposes.
4. Provide details about the vulnerable person, including their name, address, postcode, and date of birth (if applicable). Ensure you check any relevant boxes that apply to their situation.
5. In the section about welfare benefits, indicate which benefits apply to the vulnerable person by ticking the appropriate boxes.
6. Complete details regarding any changes relevant to this election and specify its effective date. Remember, this cannot be made later than 12 months after a specified date.
7. List all settlors and trustees involved with their respective addresses. This ensures clarity on who is managing and benefiting from the trust.
8. Finally, review and sign the declaration section. Ensure all parties involved have signed appropriately before submitting.

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