PEXA supports a standalone Survivorship Application in Victoria. If a joint tenant on a property title passes away, then the surviving proprietor should make an application to the Land Registry to have the deceased’s name removed, so that only the surviving proprietor’s name is on title.
You can download a printable Help Card at the bottom of this article.
Watch the webinar and demo of Survivorship below
To complete a Survivorship Application, follow the below steps. We have created a scenario to assist with this how-to article.
Margaret and Maxwell Black are joint tenants of a property in Lorne, Victoria. Maxwell Black has passed away. You have received instructions from Margaret to complete a survivorship application to remove Maxwell as a proprietor from the land title.
Important note: the same Subscriber must represent all surviving Proprietor’s on Title.
1. Create Workspace in the role of Proprietor on title.
2. Check the Land Titles screen.
3. Navigate to the Participants screen:
Use the action cog to confirm you represent Margaret Black and complete any outstanding details.
For Maxwell Black, use the action cog to edit his details and select The Proprietor is Deceased.
4. Navigate to the Documents screen and select Create Document and then Survivorship.
Important Note: If there are multiple Joint Tenancies, select the correct Joint Tenancy from the Joint Tenancy drop down box.
5. Review the details and select Save.
6. If you hold a duplicate certificate of title, prepare the Nomination now:
On the Document screen select Create Document>Nomination
Complete the details and select Save.
View and Sign in the usual manner.
Note: the Nomination will automatically lodge upon signing.
Note: If the title is an eCT and you are named as the CT Controller, no Nomination is required.
Note: If a third party (e.g. a bank) holds the duplicate Certificate of Title or is named as the CT Controller of an eCT, you will need to invite them into the Workspace to prepare the Nomination.
7. Edit the Lodgement Instructions. View, Sign and Submit for lodgement in the usual manner
If the Survivorship Application is required for a Transfer, you will need to complete a standalone Survivorship Application prior to opening the Transfer Workspace.
Should you inadvertently create a Transfer Workspace that requires a Survivorship, create an additional Workspace and lodge the Survivorship, then request an Information Resupply in the Land Titles screen of the Transfer Workspaces after successful registration of the Survivorship Application.
Give it a go in this Interactive Demo
Click on "I'd like to try it myself" to get started. Note: To open the simulator in a new screen, click here.