Commonwealth Consolidated Regulations

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LIFE INSURANCE REGULATIONS 1995 - SCHEDULE 4

Forms

Form 2      Memorandum of transfer for assigning rights
under a life policy

(regulation 10.01)

Life Insurance Act 1995

Date of transfer

Signature of transferor

Signature of transferor's witness

Full name of transferee

Address of transferee

Occupation of transferee

Signature of transferee

Signature of witness of transferee

Date of transfer of registration by the life company

Signature of principal executive (or authorised person) of the life company


Form 3         Statement of unclaimed money

(paragraph 10.05A (2) (a))

Life Insurance Act 1995

Year ended:

Company:

Contact officer:

Telephone:

Policy number

Life insured: surname, given names, address

Policy owner: surname, given names, address

Amount due

Date amount became due

State where policy registered

 

 

Signed:                                                 Dated:

(Principal Executive Officer of the life company or a person authorised by the Principal Executive Officer)

Form 4         Statement of money paid after the end of the calendar year

(paragraph 10.05A (3) (a))

Life Insurance Act 1995

Year ended:

Company:

Contact officer:

Telephone:

Policy number

Claimant: surname, given names

Date claimed

Date paid

Amount paid

 

 

Signed:                                                              Dated:

(Principal Executive Officer of the life company or a person authorised by the Principal Executive Officer)

Form 5         Unclaimed money disk lodgment form

(subregulation 10.05A (4))

Life Insurance Act 1995

Unclaimed money for year ended:

Company:

Return address:

Contact officer:

Telephone:

Number of disks:

Creation date:

Original or replacement:

 

Number

Value

Unclaimed policies at the end of the year:

Policies claimed since the end of the year:

Certification:     The information contained on the accompanying disks is that required by section 216 of the Life Insurance Act 1995 as the statement of unclaimed money, and money paid after the end of the calendar year.

Signed:                                                            Dated:

(Principal Executive Officer of the life company or a person authorised by the Principal Executive Officer)



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