Deed To Assign Policies To Individuals By Gift. Page 2
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5DeeD to Assign Policies to inDiviDuAls by gift
The Assignor and Assignees should read Important Notes on page 1 before completing the Deed.
PARt A. DAte of DeeD
INSERT date when
last person signs on
THIS DEED of Assignment is made on the
day of
20
page 4-5.
BY the Assignor (1) and Assignees (2)
PARt b. Definitions
Please insert the
1. The ‘Assignor’ means
details of the
Assignor.
First (or sole) Assignor
Second Assignor
In the case of joint
Assignors insert the
details of additional
Assignors. Please
Full Name
Full Name
leave boxes blank
if not required.
If there is more than
one Assignor this
Address
Address
Deed assumes that
the Policy is held
by the Assignors in
equal shares. If it
is held in unequal
shares the relevant
percentages should
be included in the
‘Investment in the
Postcode
Postcode
Policy ’ box which
should otherwise
Date of birth
Date of birth
be left empty. If this
box is completed the
Percentage (%)
Percentage (%)
total percentages
%
%
Investment in the Policy
Investment in the Policy
must equal 100%.
Use a separate Deed
if assigning more
Third Assignor
Fourth Assignor
than one policy and
the policies are
held in different
Full Name
Full Name
percentage shares.
Address
Address
Postcode
Postcode
Date of birth
Date of birth
Percentage (%)
Percentage (%)
%
%
Investment in the Policy
Investment in the Policy
Page 2
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