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1. Novation Provisions: Required when the transfer involves novation of policies rather than reinsurance

2. Staff Transfer Provisions: Needed when claims handling staff are being transferred as part of the deal

3. Investment Management: Required when the agreement includes specific provisions about management of transferred assets

4. Collateral Requirements: Included when security or collateral is required for the transfer

5. Transition Services: Needed when the cedent will provide temporary services post-transfer

6. Broker Involvement: Required when brokers have ongoing roles or commission arrangements

7. Tax Provisions: Detailed tax provisions when specific tax structures or implications need to be addressed

1. Portfolio Description: Detailed list and description of policies being transferred

2. Transfer Price Calculation: Methodology and calculations for determining the transfer price

3. Claims Handling Procedures: Detailed procedures and standards for claims handling

4. Service Levels: Performance metrics and service standards for ongoing administration

5. Data Transfer Specifications: Technical details of data transfer format and requirements

6. Required Regulatory Approvals: List of required regulatory approvals and status

7. Actuarial Report: Summary of actuarial evaluation and assumptions

8. Form of Notices: Templates for required notices to policyholders or regulators