Survivorship and Transmission applications cannot be lodged in the same Workspace, attempting to do this will result in Lodgement Verification errors.
Therefore when a Survivorship or Transmission application is required in support of a subsequent Transfer, you will need to complete and lodge a standalone Survivorship or Transmission application in a separate Workspacepriorto lodging the Transfer.
This article applies to the following:
From Release 9.0.1, you'll be able to lodge a Survivorship Application on its own in a PEXA Workspace, or together in the same Workspace as a Transfer or Mortgage.
Lodging a standalone Survivorship or Transmission application with a Transfer
A standalone Survivorship (VIC or SA) or Transmission (VIC) application must be lodged in a separate Workspacepriorto lodging the Transfer.
Step 1: Create a standalone Survivorship or Transmission application
Ensure that the Survivorship or Transmission application is successfully registered:
Navigate to theDocuments screen. After submitting a Survivorship or Transmission for lodgement, theDocument Statussequence flows fromLodging,Lodged, toRegistered.
Check that theDocument Statusfor the application isRegistered.
Note: Do not create a new Workspace until the Survivorship or Transmission status isRegistered. Doing so before the status isRegisteredresults in the Workspace having an incorrect Proprietors on Title.
Step 2: Create a separate Transfer; once the Survivorship or Transmission is Registered
Create a new Workspace for the Transfer. The Proprietor on Title will bethe basedon the new information provided in the Survivorship or Transmission.
Complete the lodgement of the Transfer as normal.
Already created a Workspace with a Transfer?
If you have already created a Workspace for the Transfer, you can still use the Workspace for the standalone lodgement of a Transmission or Survivorship:
Remove the Transfer Document:
Navigate to theDocumentscreen.
SelectAction cog>Remove Documentfor the Transfer document.
ClickYesto confirm removing the document from the Workspace.
Remove the Settlement from the Workspace:
Navigate to theSettlement
On theFinancial Settlement Schedulepanel, selectAction cog>Remove Settlement.
Enter a reason for removing the financial settlement and then clickConfirmto remove the Settlement from the Workspace.