RELEVANT LIFE POLICY TRUST AND 2026

1. Click ‘Get Form’ to open the RELEVANT LIFE POLICY TRUST AND in our platform.
2. 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.
3. Next, appoint at least three trustees by providing their full names and addresses. This is crucial for managing the trust effectively.
4. 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.
5. 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.
6. 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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