Ownership Changes

Review the the needed documents for each type of change listed below. Please complete the Change of Ownership Form even if you do not have the needed documents. This allows us to begin processing your Ownership change, and to contact you if additional information is needed.

Please allow 60 days for all transfers to be completed.

Change of Address?

If you need to update your address, complete the Change of Address Form. Address changes cannot be requested via telephone.

Questions about your check?

If you have questions about your check, please complete the Questions About My Check Form.

Request a 1099?

If you need to request a 1099 please fill out the 1099 Request Form.