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Click ‘Get Form’ to open the SCOTTISH-WIDOWS-NOMINATION-FORM in the editor.
Begin by entering your details in block capitals. Fill in your name, pension plan number (to be provided by the Scheme Administrator), and your National Insurance Number, which can be found on payslips or tax documents.
Next, input your date of birth in the format DD MM YYYY. This information is crucial for identification purposes.
In the section for nominations, list the full names of individuals you wish to nominate for benefits. Include their relationship to you, their address, and specify the percentage of benefits each person will receive.
Review all entered information carefully. Ensure that this form supersedes any previous nominations related to this policy number.
Once completed, save the form. You can then email it as an attachment to supportme@scottishwidows.co.uk or print it out and send it by post to the specified address.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (61 Votes)
2019	4.3 Satisfied (38 Votes)
2015	4.6 Satisfied (64 Votes)

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How do I nominate someone for my pension?

Contact your account provider to nominate someone to collect your State Pension. Most banks, building societies or other account providers allow a third party access to your account, for example with a second card.

What is a nomination form for pension?

A nomination can ensure that all death benefit options are available to the beneficiary - especially those who arent dependants. On death before age 75, certain lump sum death benefits are tested against the lump sum and death benefit allowance, whereas death benefits paid as a pension are not.

How do I nominate a beneficiary for Scottish Widows?

If your workplace pension is with Scottish Widows, you can nominate your beneficiaries through the Scottish Widows app or through your online account. Your nomination isnt binding, but it is taken into account when paying death benefits.

scottish widows beneficiary form pdf

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