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Click ‘Get Form’ to open the expression of wishes template in the editor.
Begin by entering your full name in the designated field at the top of the form. This identifies you as the member making the request.
Next, input your policy number in the corresponding section. This is crucial for linking your wishes to the correct policy.
In the section labeled 'In the event of my death,' specify the name and address of the person you wish to nominate for any lump sum death benefit. Ensure that this information is accurate and complete.
Indicate the proportion of benefits you wish to allocate to each nominee if there are multiple recipients. Clearly state these proportions next to their names.
Finally, sign and date the form at the bottom. This signature confirms that this request cancels any previous nominations made by you.
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What is the difference between a will and a letter of wishes?
Unlike a will, a letter of wishes does not have the same formalities and legal requirements. You can use this to express preferences, provide additional instructions, or explain the reasoning behind certain decisions made in the will, says Sue Hall, Director and Head of Wills and Probate with Myers Co.
What is an expression of wish form?
Your expression of wish is a statement that tells us who youd choose to receive your pension savings if you die before you retire. We refer to those people as beneficiaries. What you write on the form is a key influence for our trustees as they make a decision about releasing your savings.
How to express funeral wishes?
For those who prefer a simpler approach, you can also document your funeral wishes in a letter, a conversation recorded with permission, or even in a dedicated journal. The key is to ensure your loved ones know where to find this information when the time comes.
How do you write an expression of wishes?
Your Letter of Wishes should be free from legal jargon, giving the reader a clear understanding of what the document is about. To avoid the risk of disputes, you should explain decisions in an honest, considerate manner, so that relevant people understand your thoughts.
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Jan 15, 2024 These template letters are for nonbinary people to use as a basis for letters, blog posts, and e-mails that these people might want to send.
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