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Royalty Change Information

Listed in this section are some common situations that result in either a change of ownership or a change to owner status and the information or documents required to affect that change.

SITUATION FOR CHANGE DOCUMENTATION REQUIRED
Address Name Change Written request only
Individual Name Change Marriage Certificate, Divorce Decree or other document effecting the Name Change
Company or Corporate Name Change Certificate of Name Change including Tax Id Number
Company or Corporate Name Change Due to a Merger Certificate of Merger including Tax Id Number
Appointment of Attorney-In-Fact Copy of Power of Attoney
Owner of Change Due to Sale of Interest Recorded copy of Conveyance (file of record in county/parish where property is located)
Owner of Change Due to Divorce Recorded copy of Divorce Decree including Settlement Agreement
Trust/Partnerships Created Trust or Partnership Agreement and, if applicable, recorded document conveying the interest into the Trust or Partnership
Trust/Partnerships Terminated Dissolution Trust or Partnership Agreement and, if applicable, recorded document conveying the interest to the beneficiary
Change In Trustee Document reflecting the Successor Appointed Trustee
Estate Proceedings (Testate) Owner died with a Will (Testate)
Death Certificate
Last Will and Testatment
Letters Testamentary
Order Admitting Will to Probate
Evidence debts and taxes have been paid
Final Decree of Distribution
A list of legal names, current addresses and social security numbers of the heirs
Estate Proceedings (Intestate) Owner died without a Will (Intestate)
Death Certificate
Letters of Administration
Affidavit of Heirship
Evidence debts and taxes have been paid
Joint Tenancy and One Dies Death Certificate of Joint Tenant
Bankruptcy - Chapter 7 Recorded Conveyance Order Naming Trustee of Bankruptcy Estate
Bankruptcy - Chapter 11 Plan of Reorganization Order Confirming Plan of Reorganization
Depository Bank Provide written notification to Enerfin or fill out the Direct Deposit Form

Footnote:
  • All Payees are required to provide their social security/tax identification number in order to avoid federal tax withholding.
  • All changes of ownership must be filed of record in the county/parish where the property is located.
  • Address changes cannot be handled by telephone.
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