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RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS ... - Royal London 2026
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- Click ‘Get Form’ to open it in the editor.
- In Part 1, the employer should complete the Declaration of Trust. Fill in the employer's details, ensuring accuracy for proper identification.
- Designate at least two trustees by providing their full names and addresses. Ensure that one trustee is independent.
- Once Part 1 is completed, the employee can proceed to Part 2. Here, they will fill out their nomination preferences for beneficiaries.
- In Part 2, list each beneficiary's full name, address, and specify the percentage share of benefits they should receive.
- After completing both parts, ensure all signatures are added where required. Use a digital signature if preferred for convenience.
- Return copies of both forms to the employer and keep a copy for personal records.
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