Get Deed Of Assignment Form - Friends Life - Www4 Friendslife Co

The Deed Of Assignment Form is essential for changing the legal ownership of a life assurance policy. This guide will provide comprehensive, step-by-step instructions to assist users in successfully completing the form online.

Follow the steps to accurately complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editing interface.
2. In the first section, provide the full name and address of the current policyholder, referred to as the Assignor. Ensure that this information is accurate.
3. List all relevant policy numbers under the 'Policy Number(s)' section. Make sure every policy number related to the assignment is included.
4. In the following section, enter the details of the new policyholder, known as the Assignee. Complete their full name, address, and email address as required.
5. Indicate whether the new Assignee will be the Life Assured by selecting 'Yes' or 'No.' This is important to clarify the relationship to the policy.
6. Both current policyholders (Assignors) must sign and date the form. This conveys their consent to the assignment. Ensure all signatures are clear.
7. A witness must sign the document, confirming they are not related to the Assignor(s) or Assignee(s), ensuring the legality of the agreement.
8. Complete the 'Supplemental Questionnaire,' providing details about the Assignor and Assignee, including any monetary exchanges related to the assignment.
9. Address the source of wealth for the Assignee in the 'Source of Wealth' section, giving full details if applicable, particularly if monetary exchange occurred.
10. After filling out all sections, review the form for accuracy. Once verified, you can save your changes, download the form, print it, or share it as needed.

Complete your Deed Of Assignment Form online today to ensure your life assurance policy reflects your current wishes.