Change of Address/Ownership

For change of address or bank changes, we must have your signature. Please print and sign the appropriate form(s).

CHANGE OF ADDRESS FORM

ACH AUTHORIZATION FORM

Individual Name Change

Please submit a copy of your marriage certificate, divorce decree or other legal document affecting name change

Company or Corporation Name Change

Please submit a copy of your certificate of name change, including tax ID number

Company or Corporation Name Change Due to a Merger

Please submit a copy of your certificate of merger, including tax ID number

Appointment of Attorney-in-Fact

Please submit a copy of your Power of Attorney

Ownership Change Due to Divorce

Please submit a copy of the complete divorce decree, including settlement agreement and recorded conveyances, if applicable

Sale of an Interest

Please submit a copy of the conveyance document recorded in the county/parish in which the property is located

Creation of Trust or Partnership

Please submit a copy of the trust or partnership agreement and recorded document conveying the interest in a property to a trust or partnership

Termination of Trust or Partnership

Please submit a copy of the dissolution of trust or partnership and recorded conveyances to beneficiary, if applicable

Death of owner with a Will (testate) and probate proceedings will be conducted in the state where the property is located, please submit copies of the following:

1. Death certificate
2. Order admitting will to Probate
3. Letters testamentary
4. Last will and testament
5. Final decree of distribution or judgment of possession

Death of owner with a Will (testate), but probate proceedings are to be conducted outside of the state where the property is located, please submit copies of the following:

1. Death certificate proceedings
2. Last will and testament
3. Letters testamentary
4. Order admitting will to Probate
5. Final decree of distribution or judgment of possession
6. Documentation of ancillary probate proceedings opened in all affected states or affidavit of heirship

Death of owner without a Will (intestate), please submit copies of the following:

1. Death certificate
2. Letters of administration
3. Affidavit of heirship
4. Life tenant's death certificate
5. Name and addresses of remaindermen

Death of Joint Tentant

Please submit a copy of death certificate

Chapter 11

Please submit a copy of the plan of reorganization

Chapter 7

Please submit a copy of the recorded conveyance, if applicable, and an order naming trustee of bankruptcy estate