How to fill out the Assignment Policy Form for Life Insurance? 1. Identify the policy and the assignee details. 2.If the Collateral Assignment is to be released, the Assignee must complete a collateral release form dated prior to the Absolute Assignment. In this section, you can find information and answers to the following questions: 1. What happens after appointment? Fill out form DE-310, Petition to Determine Succession to Real Property. You can use this form for clearing title to personal and real property, too.