Additional documents are required if you are making a trust nomination (Form 1) or appointing trustees (Form 3).

The additional documents required from every nominee and trustee who is named in Form 1 or Form 3 are:

Please submit the additional documents to us with the completed Form 1 or Form 3

Form 1 - Trust Nomination
Form 2 - Revocation of Trust Nomination
Form 3 - Appointment, Revocation of Appointment of Trustee of Policy Moneys
Form 4 - Revocable Nomination
Form 5 - Revocation of Revocable Nomination
Form 6 - Notice of Revocation of Revocable Nomination