Pensions & Retirement existing customers

Death Benefit Nomination form

Annuities and Protected Retirement Plan version

Death Benefit Nomination Form

  • Please note that for continuing payments under a guarantee period, you should only nominate one person as we cannot pay an income from your policy to more than one person. Your wishes will normally be taken into account. But to avoid the possibility of an inheritance tax charge, LVFS Ltd must exercise their discretion as to whom they pay the death benefit.
  • Find out how we use your personal information
About you

About you

Please fill in all parts of the form marked with a *
First nomination

First nomination

Please tell us who you would like LVFS Ltd to pay any death benefits that may be payable as a lump sum or continuing payments under a guarantee period, or a value protection lump sum
Line 1
Line 2
Line 3
Line 4
Second nomination

Second nomination

Line 1
Line 2
Line 3
Line 4

Find out how we use your personal information and what rights you have by reading How LV= use your personal information. This includes who we are, how long we hold your information, what we do with it and who we share it with. Please let us know if you'd like us to send you a copy or have any questions.