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How to use or fill out RELEVANT LIFE POLICY TRUST AND
- Click ‘Get Form’ to open the RELEVANT LIFE POLICY TRUST AND in our platform.
- In Part 1, the employer should complete the Declaration of Trust. Fill in the Principal Employer's details, ensuring to include the registered name and number if applicable.
- Next, appoint at least three trustees by providing their full names and addresses. This is crucial for managing the trust effectively.
- Once Part 1 is completed, move to Part 2 where the employee fills out the Nomination Form. Here, specify the names and addresses of beneficiaries along with their respective proportions of benefits.
- After completing both parts, ensure all signatures are obtained. The employer must sign in front of a witness, followed by each trustee signing to accept their role.
- Finally, return copies of both forms to your employer for record-keeping and send a copy to the relevant Royal London address provided in the document.
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