I'm curious, why would one want to transfer? eg, why wouldn't you just book with the TA originally? it doesn't cost any extra, they do a lot for you and the team at Dreams are so friendly and helpful! I had Ally Thomas book my WDW portion, and Walter booked my Universal portion (Ally said they had to be handled by different TA's when I booked in late 2013 for my March 2014 trip, however, when my sister booked mid 2014 for an October 2014 trip, Ally did the lot for her, both Universal and WDW, so maybe the separate TA's policy at Dreams has changed?)
Ally was brilliant, especially with the time zone difference between where she is vs East Coast Australia (16 hours behind for East coast USA, 19 hours behind for West Coast USA)
Now, if only Pete needed a TA delegate in Australia to handle Those bookings............... *hint*