Survivorships or Transmissions and a subsequent Transfer | Help Center

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Overview

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Jurisdictions: VIC, SA

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 Workspace prior to lodging the Transfer.

This article applies to the following:

• (VIC) Survivorship
• (VIC) Transmission
• (SA) Survivorship

NSW Workspaces:

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.

Steps

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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 Workspace prior to lodging the Transfer.

Step 1: Create a standalone Survivorship or Transmission application

1. In a new Workspace, create a Survivorship or Transmission.
2. Submit it for lodgement.
3. Ensure that the Survivorship or Transmission application is successfully registered:
   1. Navigate to the Documents screen. 
      After submitting a Survivorship or Transmission for lodgement, the Document Status sequence flows from Lodging, Lodged, to Registered.
   2. Check that the Document Status for the application is Registered.
      

   Note: Do not create a new Workspace until the Survivorship or Transmission status is Registered. Doing so before the status is Registered results in the Workspace having an incorrect Proprietors on Title.

Step 2: Create a separate Transfer; once the Survivorship or Transmission is Registered

1. Create a new Workspace for the Transfer. 
   The Proprietor on Title will be the based on the new information provided in the Survivorship or Transmission.
2. 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:

1. Remove the Transfer Document:
   1. Navigate to the Document screen.
   2. Select Action cog > Remove Document for the Transfer document.
   3. Click Yes to confirm removing the document from the Workspace.
2. Remove the Settlement from the Workspace:
   1. Navigate to the Settlement
   2. On the Financial Settlement Schedule panel, select Action cog > Remove Settlement.
   3. Enter a reason for removing the financial settlement and then click Confirm to remove the Settlement from the Workspace.
      
3. Create your Transmission or Survivorship as per the instructions above.

Related Topics

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• Transmission Application (NSW)
• Transmission Application (SA)
• Transmission Application (VIC)
• Survivorship (VIC)
• Survivorship—Standalone (SA)
• Survivorship—with Transmission (SA)