Flexible Trust Deed Form
Download a blank fillable Flexible Trust Deed Form in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Flexible Trust Deed Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12Protection Gift trusts
flexible trust DeeD.
cHecKlist
Before sending the Trust to Legal & General, have you...
1. Inserted the Policy Number (if known) in the box below?
2. Dated the Trust? (On page 3).
3. Completed the Settlor’s details? (On page 3).
4. Inserted the details of the Default Beneficiary(ies)? (On page 4).
5. Inserted the details of any Additional Beneficiaries? (On page 5).
6. Decided whether or not to retain any terminal illness/critical illness benefits? (On page 6).
7. Completed the details of the application/existing policy? (On page 9).
8. Signed the Trust and had those signatures witnessed? (On page 10).
9. Crossed through mistakes (rather than using correction fluid) and have all parties initialled any changes?
Policy Number
Date received by Legal & General
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business