Identify the sponsoring entity, existing holder, proposed replacement and the original programme records, together with the proposed business change.
Avoid preparing an assumed transfer form
Ask counsel which current procedure and evidence apply before signing or submitting anything. Preserve notices and relevant agreements for review. The public FAQ and order describe the concept but do not provide a complete procedural checklist for every situation, so missing implementation details should remain explicit questions.
Bring the records identifying each party and each existing position, and resist preparing anything resembling a transfer application before counsel has confirmed what the current procedure requires. The set to assemble is the sponsoring entity details, the existing holder programme records and notices, the proposed replacement particulars, any agreement between the employer and either individual, and a written description of the business change prompting the request. Preserve every notice received, including those appearing routine, since they may record dates and conditions relevant later.
Ask counsel which of these the current process actually uses and what additional evidence it calls for, then obtain that list in writing with its date. The public materials reviewed here do not set out every step, so a form completed on an assumed procedure risks committing a person to something nobody has assessed.