Unilever UK Pension Fund (UUKPF)

Nomination form for lump sum death benefit
Pensioner member

Personal Details
Section A

To be completed in favour of one or more of your spouse, civil partner, children, grandchildren, brothers, sisters, parents or grandparents.

I hereby nominate the following person(s) to receive the lump sum death benefit, payable on my death, from the UUKPF (in the following shares):




:




:




:

Section B

To be completed in favour of any person, whether related to or dependent on you or not, or any body, whether incorporated or not.

I hereby express my wish that the Trustees of the UUKPF, in the exercise of their discretion, under the rules of the UUKPF, as to payment of any lump sum death benefit becoming payable on my death, shall consider the following person(s) as possible recipient(s):




:




:




:

Signature & Date

Please complete this form on screen, print it out, sign it and return it to the Unilever Pensions Team at the address below.

Notes
  1. If you (a) die i) in service, (ii) as a deferred pensioner or (iii) within five years of the date on which your pension starts or (b) are in receipt of a pension under Rule D5 (serious ill-health/permanent incapacity) and under age 70, then a lump sum benefit, subject to the Rules will be payable from the UUKPF.
  2. In the event of your death, as mentioned in Note 1, a lump sum benefit will be payable, subject to the Rules of the UUKPF, whether you have completed this form or not.  If you have not completed this form, the benefit will be payable at the discretion of the Trustees to your legal personal representative, or to such one or more of your relatives, dependants and beneficiaries of your Will, as the Trustees may decide.  To enable the Trustees to exercise their discretion in favour of a person who is not a relative, dependant or beneficiary of your Will, you will need to complete Section B on the form: see Note 5 below.
  3. By completing Section A of the form, you can nominate any one or more of the following to receive the benefit: your husband/wife, civil partner, children, brothers, sisters, parents and grandparents.  If you want the benefit divided between two or more of these, you should indicate the percentage shares to be paid to each.
  4. If you have completed Section A of the form, the Trustees will, subject to Note 7, be bound to make the payment to the person(s) you have nominated unless he or she (or, if more than one, all of them) has or have predeceased you.  If you have completed Section A in favour of more than one person, and one of them has predeceased you, the benefit will be payable at the Trustees discretion, as explained in Note 2.  If the person you have nominated dies within 28 days after the date of your death, that person will be deemed to have predeceased you.
  5. By completing Section B, you can indicate to the Trustees the name of any person or body, (whether incorporated or not) whom or which you desire the Trustees in the exercise of their discretion to consider a possible recipient of the benefit.  Such person may, but need not, be a relative, dependant, or beneficiary of your Will.  If you have completed Section B, the Trustees will be able to exercise their discretion in accordance with your wishes, but will not be bound to do so.
  6. It is emphasised, that Section A, may only be completed in favour of one or more of the close relations referred to in Note 3 above, and in respect of the entire benefit.  If you want part of the benefit to go to someone other than those persons referred to in Note 3, you should not complete Section A but should indicate your wishes by completing Section B.
  7. If your circumstances change, it is your responsibility to ensure that the Trustees are made aware of your wishes by completing a new form that will supersede this one.
  8. Notwithstanding Note 7, any existing nomination made by a single person will automatically be cancelled on marriage or registration of civil partnership unless specifically requested otherwise.
For More Information

If you have any queries or require any further information in respect of this communication, please call the Unilever Pensions Team on 0800 028 0051 (or +44 (0) 1473 622 307 from overseas) between 8 a.m. and 6.00 p.m., Monday to Friday (UK time).

If you would like to write to the Unilever Pensions Team, the address is:

Unilever Pensions Team
Capita
P O Box 420
Darlington
DL1 9WU
Please note that Capita are the new pensions administrator from 1 November 2017

Email: unileverpensionsteam@capita.co.uk

The Final salary plan, the Career average plan and the Investing plan are sections of the Unilever UK Pension Fund. The Final salary and Career average plans are administered by Capita. The Investing plan is managed directly by FIL Life Insurance Limited on behalf of Unilever UK.