assignment change form

Understanding an assignment and assumption agreement

Need to assign your rights and duties under a contract? Learn more about the basics of an assignment and assumption agreement.

Find more Legal Forms and Templates

by   Belle Wong, J.D.

Belle Wong, is a freelance writer specializing in small business, personal finance, banking, and tech/SAAS. She ...

Read more...

Updated on: November 24, 2023 · 3min read

The assignment and assumption agreement

The basics of assignment and assumption, filling in the assignment and assumption agreement.

While every business should try its best to meet its contractual obligations, changes in circumstance can happen that could necessitate transferring your rights and duties under a contract to another party who would be better able to meet those obligations.

If you find yourself in such a situation, and your contract provides for the possibility of assignment, an assignment and assumption agreement can be a good option for preserving your relationship with the party you initially contracted with, while at the same time enabling you to pass on your contractual rights and duties to a third party.

An assignment and assumption agreement is used after a contract is signed, in order to transfer one of the contracting party's rights and obligations to a third party who was not originally a party to the contract. The party making the assignment is called the assignor, while the third party accepting the assignment is known as the assignee.

In order for an assignment and assumption agreement to be valid, the following criteria need to be met:

• The initial contract must provide for the possibility of assignment by one of the initial contracting parties.
• The assignor must agree to assign their rights and duties under the contract to the assignee.
• The assignee must agree to accept, or "assume," those contractual rights and duties.
• The other party to the initial contract must consent to the transfer of rights and obligations to the assignee.

A standard assignment and assumption contract is often a good starting point if you need to enter into an assignment and assumption agreement. However, for more complex situations, such as an assignment and amendment agreement in which several of the initial contract terms will be modified, or where only some, but not all, rights and duties will be assigned, it's a good idea to retain the services of an attorney who can help you draft an agreement that will meet all your needs.

When you're ready to enter into an assignment and assumption agreement, it's a good idea to have a firm grasp of the basics of assignment:

• First, carefully read and understand the assignment and assumption provision in the initial contract. Contracts vary widely in their language on this topic, and each contract will have specific criteria that must be met in order for a valid assignment of rights to take place.
• All parties to the agreement should carefully review the document to make sure they each know what they're agreeing to, and to help ensure that all important terms and conditions have been addressed in the agreement.
• Until the agreement is signed by all the parties involved, the assignor will still be obligated for all responsibilities stated in the initial contract. If you are the assignor, you need to ensure that you continue with business as usual until the assignment and assumption agreement has been properly executed.

Unless you're dealing with a complex assignment situation, working with a template often is a good way to begin drafting an assignment and assumption agreement that will meet your needs. Generally speaking, your agreement should include the following information:

• Identification of the existing agreement, including details such as the date it was signed and the parties involved, and the parties' rights to assign under this initial agreement
• The effective date of the assignment and assumption agreement
• Identification of the party making the assignment (the assignor), and a statement of their desire to assign their rights under the initial contract
• Identification of the third party accepting the assignment (the assignee), and a statement of their acceptance of the assignment
• Identification of the other initial party to the contract, and a statement of their consent to the assignment and assumption agreement
• A section stating that the initial contract is continued; meaning, that, other than the change to the parties involved, all terms and conditions in the original contract stay the same

In addition to these sections that are specific to an assignment and assumption agreement, your contract should also include standard contract language, such as clauses about indemnification, future amendments, and governing law.

Sometimes circumstances change, and as a business owner you may find yourself needing to assign your rights and duties under a contract to another party. A properly drafted assignment and assumption agreement can help you make the transfer smoothly while, at the same time, preserving the cordiality of your initial business relationship under the original contract.

You may also like

What does 'inc.' mean in a company name?

'Inc.' in a company name means the business is incorporated, but what does that entail, exactly? Here's everything you need to know about incorporating your business.

October 9, 2023 · 10min read

How to write a will: A comprehensive guide to will writing

Writing a will is one of the most important things you can do for yourself and for your loved ones, and it can be done in just minutes. Are you ready to get started?

February 9, 2024 · 11min read

How to start an LLC in 7 steps: A complete guide for 2024

It's easy to create a new LLC by filing paperwork with the state. But to set yourself up for success, you'll also need to think about your business name, finances, an operating agreement, and licenses and permits. Here's a step-by-step guide.

March 21, 2024 · 20min read

• Skip to primary navigation
• Skip to main content
• Skip to primary sidebar
• Skip to footer

Legal Templates

Home Business Assignment Agreement

Assignment Agreement Template

Use our assignment agreement to transfer contractual obligations.

Updated February 1, 2024 Reviewed by Brooke Davis

An assignment agreement is a legal document that transfers rights, responsibilities, and benefits from one party (the “assignor”) to another (the “assignee”). You can use it to reassign debt, real estate, intellectual property, leases, insurance policies, and government contracts.

What Is an Assignment Agreement?

What to include in an assignment agreement, how to assign a contract, how to write an assignment agreement, assignment agreement sample.

Partnership Interest

An assignment agreement effectively transfers the rights and obligations of a person or entity under an initial contract to another. The original party is the assignor, and the assignee takes on the contract’s duties and benefits.

It’s often a requirement to let the other party in the original deal know the contract is being transferred. It’s essential to create this form thoughtfully, as a poorly written assignment agreement may leave the assignor obligated to certain aspects of the deal.

The most common use of an assignment agreement occurs when the assignor no longer can or wants to continue with a contract. Instead of leaving the initial party or breaking the agreement, the assignor can transfer the contract to another individual or entity.

For example, imagine a small residential trash collection service plans to close its operations. Before it closes, the business brokers a deal to send its accounts to a curbside pickup company providing similar services. After notifying account holders, the latter company continues the service while receiving payment.

Create a thorough assignment agreement by including the following information:

• Effective Date:  The document must indicate when the transfer of rights and obligations occurs.
• Parties:  Include the full name and address of the assignor, assignee, and obligor (if required).
• Assignment:  Provide details that identify the original contract being assigned.
• Third-Party Approval: If the initial contract requires the approval of the obligor, note the date the approval was received.
• Signatures:  Both parties must sign and date the printed assignment contract template once completed. If a notary is required, wait until you are in the presence of the official and present identification before signing. Failure to do so may result in having to redo the assignment contract.

Review the Contract Terms

Carefully review the terms of the existing contract. Some contracts may have specific provisions regarding assignment. Check for any restrictions or requirements related to assigning the contract.

Check for Anti-Assignment Clauses

Some contracts include anti-assignment clauses that prohibit or restrict the ability to assign the contract without the consent of the other party. If there’s such a clause, you may need the consent of the original parties to proceed.

Determine Assignability

Ensure that the contract is assignable. Some contracts, especially those involving personal services or unique skills, may not be assignable without the other party’s agreement.

Get Consent from the Other Party (if Required)

If the contract includes an anti-assignment clause or requires consent for assignment, seek written consent from the other party. This can often be done through a formal amendment to the contract.

Prepare an Assignment Agreement

Draft an assignment agreement that clearly outlines the transfer of rights and obligations from the assignor (the party assigning the contract) to the assignee (the party receiving the assignment). Include details such as the names of the parties, the effective date of the assignment, and the specific rights and obligations being transferred.

Include Original Contract Information

Attach a copy of the original contract or reference its key terms in the assignment agreement. This helps in clearly identifying the contract being assigned.

Execution of the Assignment Agreement

Both the assignor and assignee should sign the assignment agreement. Signatures should be notarized if required by the contract or local laws.

Notice to the Other Party

Provide notice of the assignment to the non-assigning party. This can be done formally through a letter or as specified in the contract.

File the Assignment

File the assignment agreement with the appropriate parties or entities as required. This may include filing with the original contracting party or relevant government authorities.

Communicate with Third Parties

Inform any relevant third parties, such as suppliers, customers, or service providers, about the assignment to ensure a smooth transition.

Keep Copies for Records

Keep copies of the assignment agreement, original contract, and any related communications for your records.

Here’s a list of steps on how to write an assignment agreement:

Step 1 – List the Assignor’s and Assignee’s Details

List all of the pertinent information regarding the parties involved in the transfer. This information includes their full names, addresses, phone numbers, and other relevant contact information.

This step clarifies who’s transferring the initial contract and who will take on its responsibilities.

Step 2 – Provide Original Contract Information

Describing and identifying the contract that is effectively being reassigned is essential. This step avoids any confusion after the transfer has been completed.

Step 3 – State the Consideration

Provide accurate information regarding the amount the assignee pays to assume the contract. This figure should include taxes and any relevant peripheral expenses. If the assignee will pay the consideration over a period, indicate the method and installments.

Step 4 – Provide Any Terms and Conditions

The terms and conditions of any agreement are crucial to a smooth transaction. You must cover issues such as dispute resolution, governing law, obligor approval, and any relevant clauses.

Step 5 – Obtain Signatures

Both parties must sign the agreement to ensure it is legally binding and that they have read and understood the contract. If a notary is required, wait to sign off in their presence.

Related Documents

• Purchase Agreement : Outlines the terms and conditions of an item sale.
• Business Contract : An agreement in which each party agrees to an exchange, typically involving money, goods, or services.
• Lease/Rental Agreement : A lease agreement is a written document that officially recognizes a legally binding relationship between two parties -- a landlord and a tenant.
• Legal Resources
• Partner With Us
• Terms of Use
• Privacy Policy
• Do Not Sell My Personal Information

The document above is a sample. Please note that the language you see here may change depending on your answers to the document questionnaire.

Thank you for downloading!

How would you rate your free template?

Click on a star to rate

How does it work?

1. choose this template.

Start by clicking on "Fill out the template"

2. Complete the document

Answer a few questions and your document is created automatically.

3. Save - Print

Your document is ready! You will receive it in Word and PDF formats. You will be able to modify it.

Contract Assignment Agreement

Rating: 4.8 - 105 votes

This Contract Assignment Agreement document is used to transfer rights and responsibilities under an original contract from one Party, known as the Assignor, to another, known as the Assignee. The Assignor who was a Party to the original contract can use this document to assign their rights under the original contract to the Assignee, as well as delegating their duties under the original contract to that Assignee. For example, a nanny who as contracted with a family to watch their children but is no longer able to due to a move could assign their rights and responsibilities under the original service contract to a new childcare provider.

How to use this document

Prior to using this document, the original contract is consulted to be sure that an assignment is not prohibited and that any necessary permissions from the other Party to the original contract, known as the Obligor, have been obtained. Once this has been done, the document can be used. The Agreement contains important information such as the identities of all parties to the Agreement, the expiration date (if any) of the original contract, whether the original contract requires the Obligor's consent before assigning rights and, if so, the form of consent that the Assignor obtained and when, and which state's laws will govern the interpretation of the Agreement.

If the Agreement involves the transfer of land from one Party to another , the document will include information about where the property is located, as well as space for the document to be recorded in the county's official records, and a notary page customized for the land's location so that the document can be notarized.

Once the document has been completed, it is signed, dated, and copies are given to all concerned parties , including the Assignor, the Assignee, and the Obligor. If the Agreement concerns the transfer of land, the Agreement is then notarized and taken to be recorded so that there is an official record that the property was transferred.

Applicable law

The assignment of contracts that involve the provision of services is governed by common law in the " Second Restatement of Contracts " (the "Restatement"). The Restatement is a non-binding authority in all of U.S common law in the area of contracts and commercial transactions. Though the Restatement is non-binding, it is frequently cited by courts in explaining their reasoning in interpreting contractual disputes.

The assignment of contracts for sale of goods is governed by the Uniform Commercial Code (the "UCC") in § 2-209 Modification, Rescission and Waiver .

How to modify the template

You fill out a form. The document is created before your eyes as you respond to the questions.

At the end, you receive it in Word and PDF formats. You can modify it and reuse it.

Other names for the document:

Assignment Agreement, Assignment of Contract Agreement, Contract Assignment, Assignment of Contract Contract, Contract Transfer Agreement

Country: United States

General Business Documents - Other downloadable templates of legal documents

• Amendment to Agreement
• Loan Agreement
• Loan Agreement Modification
• Release of Loan Agreement
• Non-Compete Agreement
• Partnership Dissolution Agreement
• Notice of Withdrawal from Partnership
• Power Of Attorney
• Debt Acknowledgment Form
• Meeting Minutes
• Request to Alter Contract
• Release Agreement
• Guaranty Agreement
• Joint Venture Agreement
• Debt Settlement Agreement
• Breach of Contract Notice
• Corporate Proxy
• Mutual Rescission and Release Agreement
• Notice for Non-Renewal of Contract
• Meeting Notice
• Other downloadable templates of legal documents

Assignment Change Form

*please note that the links for esr forms will only work when using the nhs computer network, as the information is held on the trust intranet*.

Use the Assignment Change Form for the following:

• Transfers between departments *
• Hours Change
• Additional Posts
• Return from maternity/paternity/adoption
• Any other change that will impact on pay, post or budget

*When an employee is transferring between departments it is the responsibility of the receiving manager (in the new department) to complete the form as soon as the date of transfer is known.

Once submitted, your finance manager will approve or reject it.

On approval it goes directly to Payroll for action.

If rejected the submitting manager will receive an email informing of the rejection.

Click here to access the Assignment Change Form

• Medical Education
• Practice Education
• Education Centre
• Quality Assurance
• News and Events
• Useful Resources
• Library & Knowledge Service
• ED&I Contact page
• Supplementary Information
• ED&I FAQs
• Employee Self Service (ESS) including e-Learning
• Supervisor Self Service (SSS)
• Class Administration URP
• Establishment Control
• Freedom to Speak up Champions
• Freedom to Speak up Guardians
• How to Speak up
• Aches and Pains
• Alcohol Awareness
• Emotional Wellbeing
• Get Involved
• Stop Smoking Support
• Take a Break
• Meet the Team
• Agenda for Change
• Policies and Procedures
• Job Planning – Agenda for Change
• Industrial Action
• Medical Appraisal and Revalidation
• Medical Bank
• Job Planning
• Clinical Excellence Awards
• Practitioner Support Group (PSG)
• Medical Policies
• Medical Deployment Team
• Guardian of Safe Working Hours
• Lead Employer
• Sickness Absence
• Moving and Handling
• Non-Medical e-Rostering
• Non-Medical e-Rostering Library
• Temporary Staffing
• Temporary Staffing Library
• Needlestick Injuries
• Control of Infection
• Employee Assistance Programme
• Stress Awareness
• Staff Counselling
• Staff Cognitive Behavioural Therapy (CBT)
• Staff Hypnotherapy
• Staff Musculoskeletal Physiotherapy
• Fast Tracking for Staff
• Health & Wellbeing
• Reimbursement for the cost of Eye Care
• Occupational Health FAQs
• Organisational Development
• Meet the OD Team
• BTH Leadership Survey
• Leadership & Management Development
• New Starters – Your Onboarding Journey
• Managers – Guide to Local Induction
• Internal Coaching Form
• Access a Mentor
• Everyday Coaching Conversations
• Coaching CPD
• Flexible Futures Scheme
• Managers ESR Forms
• Total Reward Statements
• Payroll FAQs
• Pension FAQs
• Total Rewards Statement
• Recruitment Process
• Vacancy Requisition
• Shortlisting
• Conditional Offer
• Recruitment Process FAQs
• Alert Notices
• Disclosure & Barring Service Checks
• Identification Checks
• Occupational Health Checks
• Professional Registration & Pin Checks
• Qualification Checks
• Reference Checks
• Right to Work Checks
• Unsatisfactory Pre-Employment Checks
• Pre-Employment Checks FAQs
• Validating Immigration Documents
• Immigration – Temporary Staff from external agencies
• Immigration Statutory Requirements
• Immigration Checks FAQs
• Honorary Contracts FAQs
• International Recruitment
• Vacancy & Spend Control Panel (V&SCP)
• Revalidation Nurses/Midwives
• Discounted Childcare
• NHS Childcare Discounts
• Financial Assistance
• Other Benefits
• SMART Salary Sacrifice
• Car Parking
• Salary Sacrifice Lease Cars
• Home Technology
• Mobile Phones
• Staff Lottery
• Staff Benefits & Expenses FAQs
• RCN (Royal College of Nursing)
• Trade Union FAQs
• Apprenticeships
• Functional Skills – English and Maths GCSE equivalent
• Preceptorship

After Submission

Post-award actions, pre-meeting, post-meeting, manage accounts.

• Services for Agency Staff
• Pre-Award Management

Assignment Change Request (ACR)

What is the purpose, what are the features.

The ACR system provides many features, including:

• Initiating and submitting an electronic ACR form
• Routing of the electronic ACR form along the chain of approval
• Allowing for an electronic, customized workflow approval process
• Email notifications; for instance, alerting a user to check the ACR system to view a change request that has been initiated.
• When an application is deleted using the ACR system, a snapshot of data is retained with an audit of the approval.
• Once an ACR is approved and completed, it is listed in the official electronic grant folder of that grant application.

What are the benefits?

• Makes electronic a manual paper process, thereby saving time and creating a more efficient system
• Provides agency staff with the ability to submit an ACR form electronically and route it through the proper approval channels
• Allows for post-processing of data changes in the system
• Allows for tracking and auditing the approval process via a workflow.

Who can use the ACR module? 

The module is restricted to authorized users in the receipt and referral, grants management, program and review departments, who have been granted specific user roles.

• Bookmark & Share
• E-mail Updates

• Help Downloading Files
• Older Versions of this Page
• Privacy Notice
• Accessibility
• HHS Vulnerability Disclosure
• U.S. Department of Health and Human Services
• USA.gov – Government Made Easy
• National Institutes of Health (NIH), 9000 Rockville Pike, Bethesda, Maryland 20892
• NIH... Turning Discovery Into Health

For full functionality of this site it is necessary to enable JavaScript.

The Ohio State University

• University Registrar
• Faculty Support

Grade Posting

Grade posting is an important part of accurate record maintenance and is critical for ensuring student record integrity, as well as for compliance requirements and reporting.

Grade posting resources and deadlines are below.

Grading Instructions

Administrative Resource Center (ARC) contains the following grading instructions within the SIS Records Maintenance section:

• Adjusting Grade Basis
• To view the full roster select the view all link or use arrows to scroll to view additional pages.
• Posted grades cannot be updated in SIS, a Grade Assignment/Change form must be submitted after noon the following day.
• Grade Roster Excel Export
• Grades - View a Student's Grades
• Missing Grade Report
• Grade changes are not immediate and may take 5-10 business days.
• You will not receive a separate notification that grades have been posted. Their appearance in the Official Grade column serves as your confirmation that posting was successful.

View Grading Instructions

Access to Post Grades

Post access is required to post or change grades. Reach out to your  department scheduling contact with questions about grading access. If there was an adjustment to your grading access, please allow 24 hours for this to be updated. 

Incomplete Grades

Incomplete Grades will lapse if a grade change form is not submitted by the deadline listed below, regardless of the date posted in the Student Information System (SIS). If an additional extension is approved, a grade change form must be submitted to change the I grade to an IX (Incomplete Extension). Detailed instructions are located on the Enter and Post Grades through the Grade Roster instructions.

Once a lapse grade has posted, it cannot be returned to an I or changed to an IX. A grade change form must be submitted when a final grade is determined.

Lapse Deadline

The lapse deadline is always noon on the 6th Saturday of the subsequent term regardless of the date displayed or posted in the Student Information System (SIS). Mark your calendar with these upcoming deadlines:

• Autumn 2023 - noon, Saturday, Feb. 17, 2024
• Spring 2024 - noon, Saturday, June 15, 2024
• Summer 2024 - noon, Saturday, Sept. 28, 2024

Submit a Grade Assignment or Change Form

Grade Rosters

Instructors are not able to enter grades prior to grade roster availability regardless of email reminders, a student's transfer request or if a student completed an independent study course early.

Spring 2024 Availability

Summer 2024 availability - full term, 6 and 8 week sessions, summer 2024 availability - 4 week sessions, autumn 2024 availability, grade posting deadlines, spring 2024, summer 2024 - full term, 6 week sessions, summer 2024 - 8 and 4 week sessions, autumn 2024.

1 Regional campus exam schedules vary for session courses. Grade deadlines are the day after the exam is taken for both graduating and non-graduating students.

2 Students in a bachelor's program my be identified as a graduating student when eligible for an associate degree. An associate's plan will appear on the  Academics tab in  Buckeye Link .

For assistance submit a help request

Assignment Form

• In order to ensure the accuracy of processing your Assignment Form, please clearly state the Name of the Insured, the Social Security Number and the Account Number of the Insured along with the Name and address of the Assignee. Any Assignment designated herein will be for all Certificate/Notice(s) of Insurance unless otherwise noted.
• If a Beneficiary has been designated to receive the benefits payable upon death of the Insured, the Insured should, before making the Assignment, execute and submit to the Plan Agent a beneficiary change form to the effect of replacing the designated Beneficiary by the estate of the Insured.
• The Insured should submit the completed Assignment to the Plan Agent. After recording, a photocopy will be returned to the Insured. The Insured should send a copy to the Assignee and attach a copy to the Insured's Certificate of Insurance.
• To avoid complications upon death of the Insured, it is advisable that the ASSIGNEE, immediately after the Assignment has been made, MAKE A BENEFICIARY DESIGNATION naming the person(s) entitled to receive the benefits payable upon death of the Insured. The beneficiary designation form SHOULD BE DATED THE DAY AFTER the assignment is completed and dated. The Assignee may designate himself as a Beneficiary. Provision should also be made for a contingent Beneficiary to whom such benefits would be payable in the event that the primary Beneficiary predeceases the Insured.
• Indicating " see attached" on the Beneficiary Form;
• Completing one of the two trustee designations in Addendum A; and
• Attaching Addendum A to the Beneficiary Designation Form.
• The Insured transfers ownership by completing the Assignment of Group Insurance Form. The new owner then designates a beneficiary.
• When naming an INDIVIDUAL as assignee (GIFT ASSIGNMENT), please indicate his/her name and complete mailing address.
• When naming a TRUST as assignee (GIFT ASSIGNMENT), you must include the name and address of the trustee(s), the title of the trust and the date of the execution.
• When naming a COMPANY as assignee (VALUE ASSIGNMENT), please provide the company's complete name and mailing address.
• Please note that the CPA is the PARTICIPANT OWNER of the SPOUSE POLICY. Therefore, the participant's signature is required on the ASSIGNMENT OF GROUP INSURANCE form.
• You must also provide us with the assignee's social security number or a taxpayer identification number, whichever may apply. Failure to provide this information will delay your request.
• Upon death of the Assignee, his rights will pass to his estate, unless other arrangements have been made. In the absence of such arrangements, the Assignee should consider the advisability of having a will in existence at the time of his death containing specific directions to his executor on how to dispose of the estate's rights in the insurance covered by the Assignment.
• If you are unsure as to how to describe your beneficiary designation you will need to contact your personal attorney.
• Please contact the Customer Service Department at 1-800-223-7473 if you have any questions.
• Please complete the form.
• Print, sign, and return the form to:

Assignment of Group Insurance

Assignee designation.

E-Mail this page to a friend!

Read our Privacy Statement

© Aon Insurance Services

Assignment Change Form

Personnel information.

• Personnel Filling out Request Personnel Filling out Request * First Last

Student Information

• Type of Request * Hall Change Room Change Apartment Change
• Term * Fall Spring Summer I Summer II
• Student Name Student Name * First Last

must start with a "T"

• Student Email (Must be a "@tntech.edu" address) *

Make sure email addresses match.

• Does this student have an ESA? * Yes No

Current Housing Assignment

• Current Building * Browning Hall Cooper Hall Crawford Hall Dunn Hall Ellington Hall Evins Hall Hotel Jobe Hall Maddux Hall McCord Hall MS Cooper Hall Murphy Hall Pinkerton Hall New Hall North New Hall South Tech Village Warf Hall
• Current Room/Apartment Number *

New Housing Assignment

• New Building * Browning Hall Cooper Hall Crawford Hall Dunn Hall Ellington Hall Evins Hall Hotel Jobe Hall Maddux Hall McCord Hall MS Cooper Hall Murphy Hall Pinkerton Hall New Hall North New Hall South Tech Village Warf Hall
• New Room/Apartment Number *

• Staff has communicated to the resident whether there will be any additional charges and they understand they are responsible for those charges. * Staff has communicated to the resident whether there will be any additional charges and they understand they are responsible for those charges. Yes
• Will student buy out new room? * Yes No
• Notes (please include the checkout date) *

Find an Agency

• Financial Strength
• Shareholders

We use css to change the background color of the content to be equal to the tab

Use the latest version of Google Chrome®, Microsoft Edge® or Mozilla Firefox® for the best agency portal experience. We do not support beta or preview versions of browsers.

• Life Service Forms
• Individuals & Families

Life Insurance

Cincinnati private client.

• Executive Capstone Home
• Personal Articles
• Yacht and Oceania

Personal Insurance

• Executive Select

Home Insurance

• Rental Dwellings
• Personal Liability
• Identity Theft
• Personal Cyber Protection
• Antique or Collector Car Insurance
• Earn Discounts with RideWell
• Gap Coverage
• Replacement Cost Plus
• Vessels Under 20 Feet
• Vessels 20 Feet or More

Loss Prevention

• Evaluate the Replacement Cost of Your Home

Choose to Protect Your Home

• Water Intrusion
• Home Safety

Prepare for Natural Disasters

• Spring and Summer Weather
• Winter Weather
• Prevent Loss By Proper Maintenance
• Consider These Factors Before Building
• Avoid Water Damage Losses

Inflation Trends

• Automobile Trends
• Homeowner Trends
• Tips to Protect Your Collections
• Universal Life
• Life Insurance Basics
• Business Life Insurance
• How to Get a Policy Quote
• How to Report a Claim
• Products Marketed
• Financial Strength Ratings
• Published Rankings
• Licensing Information
• Locating Life Insurance
• Understanding Annuities

Online Service Forms

For your convenience, find the life insurance and annuity service forms you need below.*

What would you like to do?

Change mailing address, beneficiary or owner information, request loan, partial withdrawal, surrender or distribution, change premium payment method to eft or update banking information, request or release collateral assignment, something else.

Return completed, signed forms to Cincinnati Life.

Life Policy Services The Cincinnati Life Insurance Company P.O. Box 145496 Cincinnati, OH 45250-5496

513-870-2099

[email protected]

Contact Us:

*Unless otherwise indicated, forms are applicable in all states except New York.

YOU'RE LEAVING CINFIN.COM

You are now leaving cinfin.com for a third party website. Please be aware that Cincinnati Financial Corporation is not responsible  for the content on any of these linked third party websites.

JavaScript is disabled!

Please enable javascript in your web browser..

An official website of the United States government Here’s how you know keyboard_arrow_down

An official website of the United States government

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

The site is secure. The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

Jump to main content

Trademark assignments: Transferring ownership or changing your name

Assignment Center

Trademark owners may need to transfer ownership or change the name on their application or registration. This could happen while your trademark application is pending or after your trademark has registered. Use Assignment Center to transfer ownership or to request a change in name. See our how-to guide for trademarks on using Assignment Center.

Here are examples of common reasons:

• I’ve sold my business and need to transfer ownership of the trademark. This is a transfer of ownership called an assignment.
• I got married just after I filed my application and my last name changed.  This is a name change of the owner. 

There are fees associated with recording assignments, name changes, and other ownership-type changes with the USPTO. See the Trademark Services Fee Code “8521” on the current fee schedule to find the specific fee amount.

See the correcting the owner name page to learn if you can correct an error in the owner's name that does not require an assignment.

Limitations based on filing basis

Intent-to-use section 1(b) applications.

If you’re transferring ownership to a business successor for the goods or services listed in your identification, you can file your assignment at any time. In all other cases, you must wait until after you file an  Amendment to Allege Use or a Statement of Use before you file your assignment. For more information, see the Trademark Manual of Examining Procedure (TMEP)  section 501.01(a) . 

Madrid Protocol section 66(a) U.S. applications and registrations

All ownership changes involving international registrations must be filed with the International Bureau of the World Intellectual Property Organization (WIPO). Follow the guidance on the WIPO website about changing ownership or changing an owner’s or holder’s name. See the  TMEP section 502.02(b) for more information.

How to update ownership information

Submit a request to transfer ownership or change the name.

Use Assignment Center to submit your request to transfer ownership or change the owner name for your U.S. application or registration. You will need to fill out a cover sheet with certain information and may also need to upload supporting documents, depending on the type of change. Also, be prepared to pay the Trademark Services Fee Code “8521” on the current fee schedule .

You'll receive a notice of recordation or non-recordation

In about seven days, look for your notice. If you don’t receive one, contact the Assignment Recordation Branch . The Notice of Non-Recordation will explain the reason your request to record was denied. Here are four common reasons: 

• A critical piece of information was omitted from the cover sheet. 
• The document is illegible or not scannable. 
• The information on the cover sheet and the supporting document do not match. 
• The assignment was not transferred with the good will of the business. 

USPTO trademark database will be automatically updated after recordation

Once recorded, the trademark database should reflect the new owner information or name change. Check the Trademark Status and Document Retrieval (TSDR) system to see if the owner information has been updated. See below for information about what to do if the database isn’t updated.

What to do if the USPTO trademark database isn’t updated

In some cases, the USPTO will not automatically update the trademark database to show the change in ownership or name. This could happen when the execution date conflicts with a previously recorded document or multiple assignments have the same execution date on the same date. For more information, see TMEP section 504.01 . 

If the trademark database wasn’t updated and your trademark has not published in the Trademark Official Gazette yet, and you need to respond to an outstanding USPTO letter or office action, use the appropriate Response form to request the update of the owner information. If you don’t have a response due, use the Voluntary Amendment form . To do this,

• Answer “yes” to the question at the beginning of the form that asks if you need to change the owner’s name or entity information.
• Enter the new name in the “Owner” field in the “Owner Information” section of the form.

Your request to update the owner information will be reviewed by a USPTO employee and entered, if appropriate. To request the owner information be updated manually when your trademark has already published or registered, use the appropriate form listed in the “Checking the USPTO trademark database for assignment/name change” section below.

If you made an error in your Assignment Center cover sheet 

Immediately call the Assignment Recordation Branch to request possible suspension of the recordation. The recordation may be suspended for two days. You’ll be instructed to email the specialist you speak with requesting the cancellation and that a refund be issued. However, if the assignment has already been recorded, your request will be denied. You must then follow the procedures outlined in the TMEP section 503.06 to make any corrections to the assignment.

We strongly recommend filing these changes online using Assignment Center , which will record your changes in less than a week. It is possible to request these changes by paper using the Recordation Form Cover Sheet and mailing the cover sheet, any supporting documentation, and fee to: 

Mail Stop Assignment Recordation Branch Director of the U.S. Patent and Trademark Office PO Box 1450 Alexandria, VA 22313-1450

If you file by paper, we will record your changes within 20 days of filing. 

Checking the USPTO trademark database for assignment /name change

After you receive a Notice of Recordation, wait one week before checking to see if the owner information has been updated in your application or registration in the trademark database. Follow these instructions:

• Go to TSDR .
• Enter the application serial number or registration number.
• Select the “Status” button.
• Scroll down to the “Current Owner(s) Information” section. 
• Check to see that your owner information was updated correctly.

If the owner information hasn’t yet been updated, go to the “Prosecution History” section in TSDR to see the status of the assignment or name change. It can take up to seven days to see an entry in the Prosecution History regarding the assignment. If an entry shows "Ownership records not automatically updated," you will need to submit a TEAS form making the owner or name change manually.

The form you need depends on where your application is in the process.

• If your trademark has not published in the Trademark Official Gazette yet, use the TEAS Response to Examining Attorney Office Action form or the TEAS Voluntary Amendment form . If you are responding to an outstanding USPTO Office action regarding your application or registration, use the TEAS response form.
• If your trademark has published but hasn't registered, use the TEAS Post-Publication Amendment form . 
• If your trademark is registered , use the TEAS Section 7 Request form . A fee is required.

Updating your correspondence information

If your ownership information is automatically updated in TSDR , you must ensure your correspondence information, including any attorney information, is also updated. To update your correspondence or attorney information, use the TEAS Change of Address or Representation (CAR) form . This form cannot be used to change the owner name.

For further information, see TMEP Chapter 500 and look at the frequently asked questions .

Additional information about this page