C2.6.2 Prepare a Transmission: Survivorship


C2.6.2 Prepare a Transmission: Survivorship

 

To prepare a Transmission to a survivor:

  1. Select the Transmission in the Create Dealing screen and click Prepare to open the Prepare Transmission screen.
  2. Based on ownership the Transmission Type will be predetermined (this can be changed if required).
    • Insert the Date Acquired (eg date of death).
  3. Based on ownership the default Transmission of will be predetermined (this can be changed if required).
  4. Review the Registered Proprietor details.
  5. Identify the deceased person by checking the appropriate box in the Affected Proprietor column.
  6. Click Display Applicant. to display the names of the surviving person(s) in the Applicant area.
  7. Click Display Resulting Ownership. to check the Transmission will have the intended effect.
  8. Click Save and Close. to save the Transmission.
Prepare Transmission screen.

<< Index | Back to C2.6.1 - Prepare a Transmission: Executor/Administrator | On to C2.7 - Prepare a memorandum of priority >>