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Buy Out Plan - Nominate your beneficiary form

Nominate your beneficiary form

Please complete this form to tell us who you would like us to consider making payment(s) to, should you die before taking your retirement benefits.

You also have the option to establish your own personal trust. You should always take legal advice when considering using a trust and you will need to provide us with a copy of the trust document before you die.

Our standard process means that we would not need to see evidence that probate had been applied for or deal with the executor of your estate as a matter of course.

Depending on the terms of your policy, Legal & General may have sole discretion as to whom payment is made. However we will take your wishes into account.

Please note

  • You do not need to fill in this form if you would like your benefits to be paid to your Estate when you die.
  • You will find full details about benefits and options on death in your Policy Provisions and Members’ Guide booklets.

About you

About your beneficiaries

If you die before you take your benefits and a cash lump sum becomes available, where do you want it to be paid?

I wish to nominate the person(s) shown below:

Person 1

Person 2

Person 3

Person 4

Person 5

Person 6

Person 7

Person 8

Please note

If you want more than one person to receive a payment, please ensure the percentages total 100%.

If you make a nomination, the terms of your policy may mean that we have discretion as to whom the benefits are paid and we may not be bound to act on your nomination. You can change your nomination at a later date simply by completing this form again.

Your confirmation

Please complete an 'online signature' by entering your full name and today's date in the boxes below before submitting this form.