Expression-Of-Wish-Form-2014

EXPRESSIONOFWISHFORM

NOMINATIONSOFPERSONORPERSONSTORECEIVEANYDEATHGRANTPAYABLEUNDERTHESCHEME.

UnderpreviousLGPSregulationsanydeathgrantduehadtobepaidtothedeceasedperson’sestate.ThisusuallymeantthattherewasadelayinmakingpaymentbecauseitwasnecessarytowaitfortheEstatetobesettled.

Undercurrentregulations,WiltshireCouncil(theadministeringauthorityfortheLGPSinWiltshire)can,atitsdiscretion,payadeathgranttoanominatedbeneficiaryorbeneficiaries.

Howmuchisthedeathgrant?

Alumpsumdeathgrantof3xactualsalaryispayableupondeathinservice.Ifyouhavedeferredbenefitsoryouareapensionerthedeathgrantwillbedifferent.Youcanfindmoreinformationonourwebsiteorbycontactingus.

Whyshouldyoumake a nomination?

AnominationmakesiteasierforanydeathgranttobepaidquicklywithoutwaitingforyourEstatetobesettled,andnormallywithoutanyliabilitytoinheritancetax.Youshould,however,seekyourownindependentadviceaboutinheritancetaxandestatematters.

Itismostunlikelythatanyinheritancetaxadvantagecanbeachievedby,forexample,nominatingaspouse(butitstillenablesapaymenttobemademorequickly).

Whocanyounominate?

Youmaynominateanyindividualorindividualsorbodytoreceivepayment.

Willpaymentalwaysbemade tothenominatedbeneficiary?

WiltshireCouncilwillhavethegreatestregardforyourwishes.However,itisnotlegallyboundbythem.Your nominationwillbecomeinvalidinthefollowingcircumstances:

1.Thepersonyouhavenominatedhasdied.

2.Youhavenominatedyourspouseandthemarriagehassubsequentlybeendissolved.

WiltshireCouncilwillalsodisregardyournominationwherepaymenttothenominatedbeneficiaryisnotpracticable.Inthesecases,paymentwillbemadeto yourEstateasbefore.

How doyoumake a nomination?

BycompletingtheformoverleafandreturningittoWiltshirePensionFund(addressbelow).Ifthereisnotenoughroomontheformpleaseprovidedetailson

aseparatesheetofpaper,signitandattachittotheform.Formorethanonebeneficiaryyoushouldshowtheexactproportionyouwanttogotoeach.

Canyouchangeyournomination?

Yes,youcanchangeyournominationatanytimebycompletingandreturninganotherform.Youwillneedtokeepyournominationunderreviewifthereisanychangeinyourcircumstances.Pleaseensureyou

putthedateonanynewnominationform.

Do I havetomake a nomination?

No,butyoushouldconsidertheadvantagesof

doingso.Ifyoudonotmakeanomination,anydeathgrantwillbepaidtoyourEstate.

2016

Pleasenotethat:

LocalGovernment PensionSchemeWiltshirePensionFundEXPRESSIONOFWISHFORM

1.Theadvantageofnominatingyourrelativesordependentstoreceiveanylumpsumdeathgrantisthatpaymentsmaybemadequickly,withoutwaitingforyourEstatetobesettledandnormallywithoutanyliabilitytoinheritancetax.

2.AlthoughWiltshireCouncil willhavethegreatestregardforyour wishes, itisnotlegallybound bythem.PaymentwillbemadetoyourEstateifyournominationisinvalidorpaymenttothenominatedbeneficiaryisimpracticable.

3.YournominationmayberevisedatanytimebycompletingafurtherformwhichisavailablefromourwebsiteREMEMBERTOREVIEWYOURNOMINATIONIFYOURCIRCUMSTANCESCHANGE.

PLEASEWRITEINBLOCKCAPITALSANDCOMPLETEALLSECTIONS

Name: National InsuranceNumber:

Iwishyou,intheexerciseofyourdiscretion,toconsiderpayinganylumpsumdeathbenefitdueundertheLocalGovernmentPensionSchemetothebeneficiary(ies)nominatedbelow.

INSERTNAME(S)INFULLANDPERMANENTADDRESSINBLOCKLETTERS

Surname:Mr/Mrs/MissForenames:

Address:

Postcode:

Relationship/Status:Proportion:%

Surname:Mr/Mrs/MissForenames:

Address:

Postcode:

Relationship/Status:Proportion:%

Shouldyouwishtonominateadditionalbeneficiariespleaseprovidefulldetailsonaseparatesheetandattachittothisform.

SignatureDate

Whencompleted,thisformshouldbereturnedto:-WiltshirePensionFund

CountyHall,Trowbridge,Wiltshire,BA148JN

Telephone(01225)713613July2016