Deed of assignment

Life or endowment policy by trustees
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Document overview

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.
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Compliant with the latest law
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Document properties
  • Length:4 pages (460 words)
  • Available in:
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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.

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.
Sample deed of assignmentFront cover

Recent reviews

Reasonably priced solution
05 June 2020
Fast, responsive and a good solid legal text - very affordable solution
Simon John
Review of the United Kingdom version
Gave confidence
03 February 2014
The document was just what I needed. It was very straightforward to complete and the accompanying notes were in very plain speak English and explained things fully. This gave me confidence.The price charged made it very affordable compared with the alternative of professional legal fees.
Sue Lawrence
Review of the United Kingdom version
Great Service
20 April 2015
he document was very clear and easy to complete/edit.

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.
Peter Purcell
Review of the United Kingdom version

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