Death Benefit Nomination Forms
It is very important to keep your death benefit nomination up-to-date.
Lump sums on death are paid by the Trustee under what is known as a ‘discretionary trust' and, generally, this means the payments are not liable for Inheritance Tax. By completing a death benefit nomination form you can inform the Trustee of the person(s) to whom you wish any lump sum to be paid when you die.
The Trustee may also pay a pension to one of your dependants. It will help the Trustee to make a decision if you also complete the attached Dependants Nomination form. After your death (and never before then), the Trustee will decide whether or not the person you have nominated is eligible for the pension, and if a pension should be paid. If the Trustee decides that a pension is to be paid, your dependant will be contacted and advised of how long the pension will be paid for, and of any terms applying to it.
The Trustee is not legally bound by these forms, but will bear them in mind when deciding how to exercise its discretion in paying death-in-service benefits. You can get a blank form by opening or downloading the relevant form for your Section below. Alternatively, you can get one from the Pensions Service Centre.
Downloads
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| File | Size | Uploaded | Link |
|---|---|---|---|
 Dependants pension nomination form (AB) |
145.66KB | 22-02-2011 13:59 | Download |
| Dependants pension nomination form (C) |
149.01KB | 22-02-2011 13:59 | Download |
| Direction of lump sum death benefit form (AB) |
160.40KB | 22-02-2011 13:59 | Download |
| Lump sum death benefit nomination form (C) |
147.78KB | 22-02-2011 13:59 | Download |