If you have decided that a Business Trust (PDF) is suitable for your client please send us the completed and signed trust documentation as soon as possible. We cannot treat a benefit as being under trust until we have received the relevant documentation.
For business trusts the forms should be signed and dated on or before the start date of the policy. If it is not correctly completed we may not be able to accept the application.
Our trust forms are editable PDFs. This means that you can complete them online and email to your client for them to print and sign.
Completed, signed and dated, trust forms can be sent to us either by email (a scanned copy or even send a photo) or by post.
Please remember to include the relevant plan number and ensure that the form has been signed and dated.
Scottish Widows Protect Servicing Team
15 Dalkeith Road