About this deed of assignment for a life assurance policy
This deed of assignment transfers an endowment or other life insurance policy, most commonly from trustees to beneficiary or from one party to another as part of a divorce settlement or separation agreement. It includes a template notice to the insurer that the policy has been transferred. The document is straight forward to complete.
This document is not suitable for a transfer for value. Instead, use Deed of assignment: life insurance policy or endowment policy.
Assigning a life policy using this document
For technical legal reasons, all assignments of life policies must be by deed and not by contract. The main practical difference is that a deed requires a witness to the signatures. Unless it is more convenient to do otherwise, the same witness can verify the signatures of both parties.
Document features and contents
The deed of assignment contains the following paragraphs:
- The assignment
- Undertakings by trustees
- Form: Notice of Assignment to deliver to the insurer and bank
Reasons to buy from Net Lawman
Full money back guarantee – buy with confidence
This deed of assignment for a life assurance policy comes with a no questions asked full money back guarantee. You take no risk that it might not be right. Once you buy it, we’ll give you 30 days to evaluate it in any way you want. If for any reason you’re not happy, just e-mail us and we’ll refund your money in full immediately.
Guidance notes included - prior legal knowledge is not required
Comprehensive guidance notes, written by the author of the document, are included. These notes ensure that you don’t need to be a lawyer or have knowledge of the law to understand how to complete the template.
Plain language minimises future disagreements
Your document is real law written in plain language that all parties will understand. This will minimise the likelihood of later misunderstandings or confusion.
Delivered straight to your inbox
As soon as you complete the secure checkout process, we will send your assignment agreement straight to your inbox. We will also keep a copy for you for 60 days in our customer area so you can access it even when you are away from your e-mail.
Still unsure whether this is the right document for you?
If you are unsure whether this document is suitable for your particular circumstances, then you have two options. The first is to buy now, evaluate the deed, and use the 30 day, full money back guarantee to obtain a refund if it isn’t suitable. You take no risk in seeing the template. The second option is to contact us and ask. We can’t offer you legal advice on your situation, but we can help you find the document you want. We aim to respond to your question within 24 hours. |
