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1. Consideration: Section detailing any payment or consideration for the assignment - required if the assignment is not gratuitous

2. Consent of Life Insured: Required if the life insured is different from the policy owner and their consent is needed

3. Spousal Consent: Required in certain jurisdictions if the policy is part of matrimonial property

4. Regulatory Compliance: Additional provisions required by specific provincial insurance regulations

5. Tax Declarations: Statements regarding tax implications when the assignment has tax consequences

6. Power of Attorney: Required if either party is acting through an attorney

7. Trust Provisions: Required if the assignment is to trustees or involves trust arrangements

1. Schedule A - Policy Details: Detailed schedule containing full policy information including terms, conditions, and benefit amounts

2. Schedule B - Existing Beneficiary Designations: Details of any existing beneficiary designations that may be affected by the assignment

3. Appendix 1 - Notice of Assignment Form: Template form for notifying the insurance company of the assignment

4. Appendix 2 - Consent Forms: Required consent forms from relevant parties (if applicable)

5. Appendix 3 - Insurance Company Requirements: Specific requirements or forms required by the relevant insurance company for processing the assignment