Get Servicing Draft Deed Of Assignment Of Life Policy By Gift - Rl360

Filling out the Servicing Draft Deed Of Assignment Of Life Policy By Gift - RL360 can seem daunting, but it is a straightforward process with the right guidance. This guide aims to provide clear and supportive instructions for users to complete this essential document online efficiently.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to access the document and open it in your browser or preferred editing tool.
2. Begin by entering the date on which the assignment is being made. Fill in the day, month, and year in the designated fields.
3. Provide the full name and address of the current policyholder(s) in the section labeled 'Assignor(s)'. Ensure accuracy and clarity.
4. Next, fill in the details for the new policyholder(s) in the 'Assignee(s)' section, including their full name, address, country of residence for tax purposes, and their tax reference number.
5. If applicable, for corporate trustees, include the corporate trustee's name and Global Intermediary Identification Number (FATCA GIIN), as well as the registered address.
6. In the 'Whereas' section, review the statements about the policies and confirm that the Assignor(s) are legally entitled to assign these policies, and that there are no charges on them.
7. In the 'Schedule' section, input the policy number and indicate whether you wish to assign the whole policy or just segments by ticking the relevant box.
8. If assigning segments, specify the number of segments for each assignee in the provided fields.
9. Ensure that all signatures required are signed in the presence of independent witnesses. Each assignor and assignee must sign and provide their witness's details.
10. After completing all sections, review the document for any errors or omissions. If mistakes are found, initial the corrections or complete a new deed.
11. Once finalized, the original deed must be posted to the Alterations Team at RL360° with all necessary supporting documents.
12. You may now save, download, or print the completed form for your records before sending it.

Take the first step to complete your document online today!