Memorandum Of Transfer - Mlc
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4Memorandum of transfer
Application or policy number
Important – Please read
Your Policy Document must accompany this form if you decide to change ownership.
A Memorandum of Transfer is for use only when the ownership of the policy is to change.
You may need to provide proof of identification
If the insurance policy has an investment or surrender value transferees (new owners) will need to complete a relevant Identification
Form available at .au. The ID form needs to be attached to this form and returned to us together with certified copies of your
required identification documents. The transfer won’t be able to proceed until we receive this information.
Please note:
1. The person signing as Transferor must be the current owner of the policy and the person signing as Transferee should be the new
owner of the policy.
2. The Life Insurance Act provides that an assignment (transfer of ownership) is not valid until registered by us.
3. Please ensure you include the address to which future correspondence is to be sent.
4. Any transfer maybe liable for Stamp Duty.
5. The Witness signing the Memorandum of Transfer does not have to be a Justice of the Peace.
1. Memorandum of transfer
Date of Transfer
Full name and signature of Witness
(DD/MM/YYYY)
Full name of Current Owner 1 (Transferor 1)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 1
Full name of Current Owner 2 (Transferor 2)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 2
Full name of Current Owner 3 (Transferor 3)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 3
Full name of Current Owner 4 (Transferor 4)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 4
Full name of Current Owner 5 (Transferor 5)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 5
Full name of Current Owner 6 (Transferor 6)
Date
(DD/MM/YY)
✗
✗
Signature of Current Owner 6
MLC Limited ABN 90 000 000 402 AFSL 230694 (the Insurer). MLC Limited uses the MLC brand under licence.
MLC Limited is part of the Nippon Life Insurance group and not a part of the NAB group of companies.
Memorandum of transfer
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