Amalgamation - Sift Instructions

Amalgamation refers to the process of adding new subjects to an existing registered title. Amalgamation is often done at the agent’s request. Usually, amalgamation requests will be noticed at Intake and the application will be taken on as an FA (First Attached) application. When this happens, there is no need to add the amalgamation case characteristic.

Sometimes however, an amalgamation request will be missed at Intake, and the application will be taken on as an FR. When that happens, it will be necessary to add the amalgamation case characteristic so that the application can be routed to the correct person.

How will I recognise the amalgamations characteristic?

Remember that the amalgamations characteristic is not required if the application type is already FA. However if the application type is FR and any of the following case characteristics are spotted, please add the Amalgamations characteristic:

On the application form:

• The Further Information quotes another title number and requests amalgamation.

In the supporting documents:

• There may be a covering letter or email requesting amalgamation.

In the CMS:

• The collaboration notes mention that amalgamation is required, for example:
  • Legal settler – please see agent’s email and consider amalgamation.
  • Case recategorised to 3 due to possible amalgamation.
  • Application is suitable for amalgamation into XXX.

What else do I need to know?

• The instructions above apply equally to voluntary registration applications.
• On occasion, intake staff may refuse an amalgamation request. So also look out for collaboration notes stating that the application is not suitable for amalgamation. If this applies to your application, there is no need to add the amalgamation characteristic.