Deed of assignment
Document overview
- AB
- BC
- MB
- ON
- SK
- Length:5 pages (1150 words)
- Available in:Microsoft Word DOCXApple PagesRTF
If the document isn’t right for your circumstances for any reason, just tell us and we’ll refund you in full immediately.
We avoid legal terminology unless necessary. Plain English makes our documents easy to understand, easy to edit and more likely to be accepted.
You don’t need legal knowledge to use our documents. We explain what to edit and how in the guidance notes included at the end of the document.
Email us with questions about editing your document. Use our Lawyer Assist service if you’d like our legal team to check your document will do as you intend.
Our documents comply with the latest relevant law. Our lawyers regularly review how new law affects each document in our library.
About this deed of assignment for a life assurance policy
This deed of assignment transfers an endowment or other life insurance policy from trustees to beneficiary. It includes a template notice to the insurer that the policy has been transferred. The document is straight forward to complete.
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.
Recent reviews
However it remains to be seen if it was the correct one for the purpose.......this was not apparent without buying the (relatively )expensive review service.
Choose the level of support you need
Document Only
- This document
- Detailed guidance notes explaining how to edit each paragraph
Lawyer Assist
- This document
- Document with guidance notes explaining how to edit each paragraph
- Unlimited email support - ask our legal team any question related to completing the document
- Review of your edited document by our legal team including:
- reporting on whether your changes comply with the law
- answering your questions about how to word a new clause or achieve an outcome
- checking that your use of defined terms is correct and consistent
- correcting spelling mistakes
- reformatting the document ready to sign
All rights reserved