> ## Documentation Index > Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt > Use this file to discover all available pages before exploring further. # Transferring Benefit Allocations > Move a benefit from one Contact to another using the Transfer Allocation action. ## How to Transfer a Benefit Allocation Transferring moves a benefit from one beneficiary to another. It does not reassign the existing record in place. Instead, it expires the original `Benefit_Allocation__c` (sets `Benefit_End_Date__c` to today and `Benefit_Status__c` to **Expired**) and inserts a new `Benefit_Allocation__c` for the new Contact (status **Active**, with the same Purchase Activity and end date as the original). Open a **Benefit Allocation** record detail page. At the top-right, click **Transfer Allocation**. The Transfer Allocation button at the top right of a Benefit Allocation record Choose the individual to whom you want to transfer the Benefit Allocation. The Transfer Allocation dialog with the list of individuals to transfer the benefit to Confirm that the details of the transfer are correct, then click **Finish**. The Transfer Allocation confirmation screen showing the transfer details When you transfer a Benefit Allocation, the original beneficiary's allocation is expired and a new allocation is created for the new beneficiary. The original record remains, marked **Expired**. ## Limitations and Common Pitfalls * **Transferring consumes a slot when restore is off.** A transfer expires the original allocation and creates a new active one. When the Product's **Restore Allocation to Purchase Activity** (`Restore_Allocation_to_Purchase_Activity__c`) is unchecked, the expired original keeps counting toward the Purchase Activity's active beneficiaries — so the transfer uses an extra slot. If the Purchase Activity is already at its **Maximum Allocations**, the transfer is blocked. Only when Restore is on is a transfer slot-neutral.