Transfer Of Insurance Form Template for New Zealand

1. Broker Details: Include when an insurance broker is involved in managing the policy or facilitating the transfer

2. Joint Policyholder Consent: Required when the existing policy has multiple policyholders

3. Company Authorization: Include when either party is a company, requiring details of authorized signatories

4. Claims History Declaration: Optional section for declaring any existing or pending claims on the policy

5. Premium Adjustment: Include when the transfer requires changes to premium payments or payment arrangements

6. Security Interest Declaration: Required when there are any third-party interests in the policy (e.g., bank as mortgagee)

1. Schedule A - Policy Schedule: Detailed schedule of the insurance policy including all covered items, sums insured, and specific terms

2. Schedule B - Premium Schedule: Details of premium payments, payment frequency, and any adjustments post-transfer

3. Appendix 1 - Identity Verification: Required documentation for verifying the identity of both transferor and transferee

4. Appendix 2 - Supporting Documents: Any additional documentation required for the transfer (e.g., company resolutions, trust deeds)

5. Appendix 3 - Claims History: Detailed record of any claims history if required by the insurer