Payment Instruction Form

Spouse’s trivial lump sum with recoveries

This form is for individuals claiming a lump sum instead of a spouse’s pension where there are recoveries due on the account.

* Required

Payment number *

Deceased's full name *

How would you like to arrange for the overpayment to be paid? *

I wish for Legal & General to recover the overpayment from the payable benefits

I would like to arrange for the overpayment which is due to Legal & General to be paid separately

Please contact us to arrange for the overpayment to be made by getting in touch on:

0345 0263858

Monday to Friday 9am to 5pm.
Calls may be monitored and recorded.

Spouse's details (The surviving beneficiary)

Title *

Forenames *

Surname *

Date of birth *

Full address *

Post code *

Contact number *

Email address *

National Insurance Number *

Bank/building society details

Account holder name *

Sort code *

Account number *

Building society roll number

Only required if your bank has issued one to you.

Enclosures *

Please upload copies of any supporting documentation as requested in our recent letter i.e. Passport, Marriage Certificate, Death Certificate, Bank Statement.

Drag and drop or choose a file

Add file

Declaration

Spouse's confirmation *

I confirm that all the details provided above are correct and I am happy for you to proceed accordingly.

Today's date *

Data privacy

For information on how we use your data please read the L&G Privacy Notice.