Organization Transfer Agreement Form
Complete this form to document the transfer of an organization, business unit, assets, records, or operational responsibilities between parties.
Transfer Details
Transferring Organization Name
*
Receiving Organization Name
*
Transfer Type
*
Full Transfer
Partial Transfer
Asset Transfer
Operational Handoff
Record Transfer
Effective Transfer Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Transfer Date and Time
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Scope and Responsibility
Assets, records, and services included in the transfer
*
Physical assets
Digital files and records
Operational procedures
Service contracts
Client or project materials
Equipment and inventory
Other
Responsibilities being transferred to the receiving organization
*
Reason for transfer and additional notes
Special instructions or exceptions
Authorization
Authorized Representative Full Name
*
First Name
Middle Name
Last Name
Representative Signature
*
Submit Form
Submit Form
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