We strive to answer every call we receive, there will be times we experience higher call volumes or are busy assisting other callers. If so, you have the option to leave a voicemail or send an email. Please be sure to leave your name, owner number (if you have it), owner name associated with the account, a detailed description of what you need, and the phone number where we can return your call. Please allow for two business days for us to return your call.
Copy of marriage certificate or divorce decree, or other court order affecting the name change, along with completed W-9 form
Certificate of name change including completed W-9 form
Certificate of merger including completed W-9 form
Copy of power of attorney
Provide a copy of the recorded deed, assignment, or other legal instrument of conveyance and any other relevant information, along with the new owner’s mailing address, and a completed W-9 form.
Requirements to transfer title of a deceased owner vary by state. In all cases, we will require a copy of the death certificate. If probate proceedings have been opened, please provide a copy of the admitted will and all probate documents. Please include the heirs’ mailing addresses with completed W-9 forms.
Death certificate of join
Provide trust/partnership agreement and recorded document conveying the interest to a trust/partnership, address information, and completed W-9 form.
Dissolution of trust/partnership and, if appropriate, recorded conveyances to beneficiary, new owner’s information, and a completed W-9 form.
Instrument whereby the successor trustee is appointed along with address information and a completed W-9 form.