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

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

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