NFL (default / death)

You will have received a letter from us (Isio) because our records show you are the personal representative or beneficiary of the estate for a member of [SCHEME] who we understand has passed away. It has been identified that the member is owed a top-up payment in respect of their pension from [SCHEME].

Please complete this form based on your response to the declaration below.

If you have any problems completing this form or would like to confirm anything about this process, please email at pensionpayments@isio.com.

1Identity Verification

2Personal Details

3Bank Details

4Contact details

5Confirmation

Your name(Required)

First Last

Name of deceased member(Required)

First Last

Member reference number(Required)

Declaration(Required)

The Trustee of the [SCHEME] (“the Plan”) has contacted you in good faith as it believes you are the next of kin for a former member of the Plan as named above. As the next of kin, there is a high probability that you are the personal representative or beneficiary of their estate. By completing this form, you are declaring that you are the correct recipient of the amount owed or that you will make sure that the correct recipient receives the amount owed. Attempts to fraudulently take payment of this money will be pursued by the Trustee if it later transpires you are not the correct recipient. Please select an option to proceed:

I confirm that I am the personal representative or beneficiary of the estate of the late member. In proceeding with this claim and providing bank details, I confirm that I am the correct beneficiary or will make sure that the money reaches the correct beneficiary.

I am not the correct person to receive this payment. I can provide details of the correct person to contact.

I am not the correct person to receive this payment. I do not know who the correct person is to contact.

Personal Details

Please provide your personal details to enable our records to be updated.

National Insurance Number(Required)

Address

Street Address Address Line 2 City Postcode / zip code Country

Email(Required)

Enter Email Confirm Email

Phone

Bank/Building Society Details

Please enter your UK bank/building society details below for the account that you wish the payment to be made to.

Bank Name

Bank Address

Street Address Address Line 2 City Postcode / zip code Country

Name of Account Holder(Required)

This must be an account on which you are named

First Last

Bank Account Number(Required)

Bank Sort Code(Required)

Reference to quote on transfer

Details for the correct person to contact

Please provide known contact details for the correct person to contact.

Name(Required)

First Last

Address

Street Address Address Line 2 City Postcode / zip code Country

Enter Email Confirm Email

Phone

Pension Payment Mandate

How to avoid pension scams