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A few questions on Form E

  • Mummy83
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22 Jul 20 #513378 by Mummy83
Topic started by Mummy83
Ok, so I am trying to fill out a form E.....phew its complicated....

I am a little stuck on the life insurance questions. Me and my husband have a Flexible Protection Plan with LV. Ive tried and tried to get him to split the plan but he will not reply to LV's letters so we still have this joint plan!

I don't understand the question; If policy is assigned, state in whose favour and amount of charge?

Name of any other owner and the extent of your interest in the policy?

If the policy includes life insurance, the amount of the insurance and the name of the person insured?... Do I include both of our names? We have life and critical illness but separate, so £250,000 life and £20,000 He also has Income protection.

and surrender value, I'm sure thats £0

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