BARCLAYS WEALTH ESTATES & TRUSTS

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Section 9 – Checklist Please send your completed Will Instruction Form in the enclosed pre-paid envelope to: Freepost RRTS-AKAH-KKSE, Barclays Will Writing Service, Irwin Mitchell Solicitors, Riverside East, 2 Millsands, Sheffield, S3 8DT. Please confirm the following before you send this form: 1. Have you fully completed Sections 1, 3, 6 and 8 of this form? 2. Have you completed all other Sections as required? 3. Have you enclosed your payment, or provided payment details, as specified in Section 8? 4. Have you given us full names (first names and surnames) for everybody mentioned in the form? 5. Periodically Barclays Will Writing Service seeks feedback from clients who have had wills prepared by the service. Would you be prepared to complete a short questionnaire if asked? You Yes No Your partner Yes No 6. If this is the first time that you have used Barclays Will Writing Service, please indicate how you heard about our services. If this was via your Barclays banking branch, please include your branch sort code details below. 2 Helpline available 9am to 5pm Monday to Friday. Calls charged at local rates. The Barclays Will Writing Service aims to send your will(s) within approximately ten working days of Irwin Mitchell receiving your Will Instruction Form. Please allow for seasonal postal delays. Irwin Mitchell will include with your will, notes on the signing procedures, the clauses in the will(s) etc. Irwin Mitchell always aim to achieve the ten working day turn-around, but will action your application in the quickest possible time. Some times of the year are busier than others, and at these times the ten-day target may be exceeded. If you do not receive the documents within this period please contact the Barclays Will Writing helpline on 08457 585 4432 . Please use the Barclays Will Writing helpline number above if you have any queries or problems in completing the form. Bank use only Sort and outlet code Staff number Staff name Adviser number Adviser name Mail van code Branch address 22
This item can be provided in Braille, large print or audio by calling 0800 400 100* (via TextDirect if appropriate). If outside the UK please call: +44(0)1624 684 444**. *Lines are open 8am to 8pm UK time Monday to Friday and 9am to 5pm UK time Saturday and UK bank holidays. Calls to 0800 numbers are free if made from a UK landline. **Lines are open 8am to 6pm UK time Monday to Friday excluding UK bank holidays. Call costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes. Barclays Wealth is the wealth management division of Barclays and operates through Barclays Bank PLC and its subsidiaries. Barclays Wealth Estates and Trusts is a trading name of Barclays Fiduciary Services (UK) Ltd (Registered No. 2362041) and Barclays Bank Trust Company Ltd (Registered No. 920880). Both are registered in England with registered offices at 1 Churchill Place, London E14 5HP. Barclays Bank Trust Company Ltd is authorised and regulated by the Financial Services Authority. Irwin Mitchell is operated by Irwin Mitchell LLP which is a limited liability partnership registered in England and Wales, company number OC343897. Other than in Scotland, Irwin Mitchell is regulated by the Solicitors Regulation Authority, registration number 51747. Item Ref: BWL0376. January 2010
Page 1 and 2: BARCLAYS WEALTH ESTATES & TRUSTS Wi
Page 3 and 4: Guide to completing the Will Instru
Page 5 and 6: Section 1 - Personal details Please
Page 7 and 8: Section 3 - The executors and trust
Page 9 and 10: Section 4 - Appointment of guardian
Page 11 and 12: Gift 3 Please give an accurate desc
Page 13 and 14: Gift 3 How much is the gift? Recipi
Page 15 and 16: Section 6(a) - Distribution of the
Page 17 and 18: Beneficiary 3 First name(s) Surname
Page 19 and 20: Alternative beneficiary 2 First nam
Page 21: Payment details Pay by (please tick
Page 25 and 26: Contents Will writing - made easy 1
Page 27 and 28: Why should you make a will? A will
Page 29: How the Barclays Executorship Servi
Page 32 and 33: Section 1 Mirror will A will which
Page 34 and 35: A gift of a sum of money or a speci
Page 37 and 38: The service promise to you Barclays
Page 39 and 40: BARCLAYS WEALTH ESTATES & TRUSTS Wi
Page 41 and 42: How Irwin Mitchell will use your da
Page 43 and 44: BARCLAYS WEALTH ADVISORY Terms and
Page 45 and 46: 6. In order to provide the Client w
Page 47 and 48: 31. Where the Client is more than o
Page 49 and 50: Person connected with the Arrangeme
Page 51 and 52: Clause relating to the Services pro
Page 53 and 54: Barclays Wealth Fund Managers (Isle
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BARCLAYS WEALTH ESTATES & TRUSTS

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