Exempt Transfer Form – 1 to 1 form

Exempt transfer submission
Please complete and submit this form to notify us of a 1 to 1 exempt transfer.

Your Details

  • 1 Your Details
  • 2 Before you begin
  • 3 Scheme details (Transferring Scheme)
  • 4 Scheme details (Receiving Scheme)
  • 5 Section 179 Valuation/ Information (Transferring Scheme)
  • 6 Section 179 Valuation/ Information (Receiving Scheme)
  • 7 DRCs, ABCs, Contingent Assets
  • 8 Certification* 1-to-1