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How to use or fill out Protection Gift Trusts Discretionary Trust Deed - Legal & General
- Click ‘Get Form’ to open it in the editor.
- Begin by inserting the Policy Number in the designated box. If unknown, leave it blank for now.
- Proceed to date the Trust on page 3, ensuring it is after all parties have signed.
- Complete the Settlor’s details on page 3, including name and address. If there are joint Settlors, include both.
- On page 4, insert details of any additional Beneficiaries not already listed.
- Decide whether to retain terminal illness benefits on page 5 and indicate your choice.
- Fill out the application or existing policy details on page 7 accurately.
- Sign the Trust on page 8 and ensure signatures are witnessed by an independent adult.
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