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RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS ... - Royal London

RELEVANT LIFE POLICY TRUST AND NOMINATION FORMS ... - Royal London 2026

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The document outlines the procedures and forms required for establishing a Relevant Life Policy Trust by an employer to provide death in service benefits for employees outside of a registered group life scheme. It includes instructions for completing the Declaration of Trust and Nomination Forms, detailing the roles of employers and employees, the discretionary nature of beneficiary payments, and the legal implications regarding inheritance tax. The document emphasizes the importance of professional advice and provides guidelines for appointing trustees.

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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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Versions	Form popularity	Fillable & printable
2022	4.7 Satisfied (23 Votes)
2015	4.1 Satisfied (28 Votes)

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What is the purpose of a nomination?

Nomination is part of the process of selecting a candidate for either election to a public office, or the bestowing of an honor or award. A collection of nominees narrowed from the full list of candidates is a short list.

What is a life insurance nomination form?

What is a Nomination? A nominee is a person who gets the sum assured as per the terms and conditions of your plan. This is generally a loved one like your spouse, child, parent or a sibling. Nomination refers to the process of picking out a nominee for your plan at the time of purchase.

What is the difference between a beneficiary and a nominee?

The beneficiary is the person or entity who will receive the funds or benefits in case of an event, such as the account holders demise. A nominee, on the other hand, is a person designated by the account holder to receive the assets or funds in the event of their death.

What is the purpose of nomination in insurance?

The purpose of nomination is to ensure that the policy moneys can be paid much faster without the need to obtain a Grant of Probate, Letters of Administration or Distribution Order and your loved ones can access the policy moneys quickly.

What is a trust nomination form?

The nomination form can be used to guide the trustees as to which of the discretionary beneficiaries (listed in the trust form) the employee would like to receive benefits. It can also be used to add new people to the list of discretionary beneficiaries in the trust, that the employee would like to receive benefits.

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