| To help assist you in making changes to your account, we have listed situations below that require changes to be made to your account. Next to each situation we have listed the documentation that we will require in order to complete the changes. All change requests must be submitted in writing and cannot be taken over the phone. | |||||||||
| Address Change | Submit request in writing with your signature | ||||||||
| Name Changes | Marriage Certificate or Divorce Decree reinstating maiden name or other legal documentation of name change | ||||||||
| Company Name Change | Certificate of Name Change including tax I.D. | ||||||||
| Company Name Change Due to Merger | Certificate of Merger including tax I.D. | ||||||||
| Appointment of Attorney-In-Fact | Copy of Power of Attorney | ||||||||
| Sale of Interest | Conveyance filed of record in the county/parish in which the property is located | ||||||||
| Ownership Change Due to Divorce | Complete Divorce Decree including Settlement Agreement and recorded Conveyances (if appropriate) | ||||||||
| Trust or Partnership Creation or Dissolution | Trust or Partnership Agreement and recorded Conveyance(s) (if appropriate) | ||||||||
| Changes in Trustee | Instrument by which the Successor Trustee was Appointed | ||||||||
| Joint Tenancy with Death of One Tenant | Death Certificate of Deceased Tenant | ||||||||
| Death of Owner with a Will with Probate Proceeding Conducted in State Where the Property is Located |
Death Certificate |
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Death of Owner with a Will with Probate
Proceeding Conducted Outside the State |
Death Certificate Order Admitting Will to Probate Letter Testamentary Last Will and Testament Evidence Debts and Taxes have been paid Final Decree of Distribution or Judgment of Possession Documentation of Ancillary Probate Proceedings opened in all affected states or Affidavit of Heirship |
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| Death of Owner Without a Will | Death Certificate Letters of Administration Affidavit of Heirship Evidence Debts and Taxes have been paid |
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| Life Estate - Death | Life Tenant's Death Certificate Names and Addresses of Remaindermen |
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| Bankruptcy - Chapter 11 | Plan of Reorganization Order confirming the Plan of Reorganization |
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| Bankruptcy - Chapter 7 | Recorded Conveyance (as appropriate) Order Naming Trustee of Bankruptcy Estate |
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| • Should you have any additional questions regarding what documentation will be required to complete a change to your account, please feel free to contact us at (303) 785-1581 or ownerinq@cordilleraep.com. | |||||||||
| • Please note that we are unable to provide legal advice. Please contact an attorney for any questions requiring legal advice. | |||||||||
| • Federal law requires owners to provide their social security number or tax identification number. Should you fail to provide this information, you may become subject to non-refundable backup withholding. | |||||||||
