Deed of assignment

Life or endowment policy by trustees
C$19.00
drsWe can check your edited document. Find out more
This deed of assignment transfers an endowment or other life assurance policy from trustees to beneficiary. It includes a template notice to the insurer that the policy has been transferred. The document is easy to complete.
Compliant
Compliant with the latest law in
  • AB
  • BC
  • MB
  • ON
  • SK
Document propertied
Document properties
  • Length:5 pages (1150 words)
  • Available in:
    MsWordMicrosoft Word DOCXApple pagesApple PagesRTFRTF
Guaranteed
Backed by our watertight guarantee

If the document isn’t right for your circumstances for any reason, just tell us and we’ll refund you in full immediately.

Edit Document
Written in plain English

We avoid legal terminology unless necessary. Plain English makes our documents easy to understand, easy to edit and more likely to be accepted.

Notes
Guidance notes included

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
Support from our legal team

We offer free support by email in respect of editing the document. You can also use our Document Review Service if you want to our legal team to check that the document will do as you intend.

Update
Up to date with the latest law

Our documents comply with the latest relevant law. Our lawyers regularly review how new law affects each document in our library.

How our service works
Writing
Edit Your Document
Download your document & complete it at your own pace. Our guidance notes explain what to consider and how to edit.
Investigation
Upload for Legal Review
Let our legal team check that the document does what you intend.
Printing
Print, Date & Sign
Signing the document makes it legally binding.

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.
© 2000 - 2023 Net Lawman Limited.
All rights reserved