Last updated: 05 September 2019 Jurisdiction: SA Additional Resources: Help Card, Walk Thru
PEXA supports the electronic lodgement of a Standalone Survivorship, known as Application to Register Death by Survivor in South Australia.
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.
A Standalone Survivorship can be lodged:
When one or more Proprietors on Title in a Joint Tenancy has passed away and there is at least one surviving Proprietor. If all parties in a Joint Tenancy have passed away, then please lodge a Survivorship—with Transmission instead.
With or without financial settlement
Note: You are required to provide supporting documentation in PEXA to lodge a Transmission so please ensure that you are in possession of the correct documentation.
Click "Try me"! Or to launch the tutorial in a new screen, click here.
Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes.
Create the Workspace in the role of Proprietor on Title with the following settings:
Financial Settlement = No
Review the Land Title.
Confirm the Proprietor is deceased:
Navigate to the Participants screen and select Edit Party against the deceased Proprietor.
Select The Proprietor is Deceased.
Click Add Details of Death to and complete the details.
Save the changes. The Proprietor now appears as deceased on the Participants screen.
Repeat Step 3 for all deceased Proprietors.
Represent the surviving Proprietor:
On the Participants screen, select Edit Party against the surviving Proprietor.
Select I Represent this Party.
Check that the Party Details are correct, and provide information where required:
Date of Birth
Preferred contact phone number
Select Save The Proprietor is now shown as represented on the Participants screen.
Repeat Step 4 until all surviving Proprietors are represented.
Create the Survivorship document:
Note: If more than one Proprietor has passed away, create a Survivorship for each deceased Proprietor in the order in which they passed away. That is, create the Survivorship for the Proprietor who passed away first, then create the Survivorship for the Proprietor who passed away second, and so on.
Navigate to the Documents screen and then select Create Document > Survivorship. A warning message appears to alert you that you cannot create a Transfer in the same Workspace as the Survivorship.
Click Proceed to continue.
Check the Land Title.
If there are multiple titles in the workspace, select the correct title.
If there is a single title, the title will be automatically populated.
Check the Deceased Proprietor Details:
The correct party is registered as deceased.
Their details of death are correct. To update their details of death, click Edit Details of Death.
Under Applicant Details, check that the surviving Proprietor's details are correct and complete:
Ensure only the surviving Proprietors are listed here.
Save the document.
Repeat Step 5 for all deceased Proprietors.
View, Sign and Lodge the Survivorship: Note: The document status related to the Survivorship must be Prepared and Successful before you can sign the documents. If you have more than one Survivorship in the Workspace, ensure to check the order of lodgement.
On the Document screen, select the View against the Survivorship(s) and review the details.
On the Document screen, select the Sign against the Lodgement Instructions.
Select the checkboxes for Lodgement Instructions and Survivorship(s) for all deceased Proprietors.
Click Sign Documents. The documents will be verified with the Land Registry and once they are successfully verified and signed, you can go ahead and lodge the documents.
Select Submit for Lodgement to lodge the documents with the Land Registry.