Get Request A Deed Of Assignment Form - Phoenix Life Limited

This guide provides step-by-step instructions on completing the Request A Deed Of Assignment Form from Phoenix Life Limited. Follow these instructions to ensure that your form is filled out accurately and comprehensively.

Follow the steps to fill out the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Enter your policy number in the designated field to identify your policy accurately.
3. Indicate the nature of the assignment by ticking the appropriate box to clarify whether it is a gift or a result of divorce.
4. In block letters, provide your full name and address as the policyholder. If there is a joint policyholder, also enter their details in the provided fields.
5. State the first assignee or new owner’s full name, along with their date of birth. If there is a joint assignee, include their details as well.
6. Read the note regarding property or money exchange carefully. If any transfer of property has occurred, consult a solicitor instead of proceeding.
7. Affirm your request for a draft deed of assignment in the appropriate section, ensuring you understand the company’s limitations regarding the validity of the draft.
8. Sign and date the form where indicated as the policyholder. If applicable, have the joint policy holder sign and date as well.
9. Once all fields are completed, save the changes, download the form, print it, or share it as necessary.

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