This list provides the documentation FourPoint Energy Investment
will need in order to complete a change to your ownership account.
All change requests must be submitted in writing.
Should you have any additional questions regarding the documentation
required to complete a change to your account, please feel free to
contact us.
Email:
ownerinquiry@fourpointenergyinvestment.com
Legal Advice
FourPoint Energy Investment is unable to provide legal advice.
Please contact an attorney for any questions regarding legal advice.
IRS W-9 Form
Federal law requires all owners to provide their social security
number or tax identification number via an
IRS W-9 Form. Should you fail to provide this information, you may become
subject to non-refundable backup withholding.
Most Frequent Ownership Changes
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Enroll or change in revenue direct deposit
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Name Change
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Marriage Certificate or Divorce Decree reinstating maiden
name or other legal document of name change
ALL OWNERSHIP CHANGES
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APPOINTMENT OF ATTORNEY IN FACT
- Copy of Power of Attorney
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BANKRUPTCY
CHAPTER 7
- Recorded conveyance (if applicable)
- Order naming trustee of bankruptcy estate
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BANKRUPTCY
CHAPTER 11
- Plan of reorganization
- Order confirming the plan of reorganization
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CHANGES IN TRUSTEE
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Instrument by which the Successor Trustee was appointed
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COMPANY NAME CHANGE
- Certificate of Name Change including Tax I.D.
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New
IRS W-9 Form
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DEATH OF OWNER WITH A WILL WITH PROBATE PROCEEDINGS
CONDUCTED IN THE STATE WHERE THE PROPERTY IS LOCATED
- Death Certificate
- Letters testamentary
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Final decree of distribution or judgment of possession
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DEATH OF OWNER WITH A WILL WITH PROBATE PROCEEDINGS
CONDUCTED OUTSIDE THE STATE WHERE THE PROPERTY IS LOCATED
- Death Certificate
- Letters testamentary
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Final decree of distribution or judgment of possession
recorded in the county where the property is located
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Documentation of ancillary probate proceedings opened in all
affected states
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DEATH OF OWNER
WITHOUT A WILL
- Death Certificate
- Letters of administration
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Final decree of distribution or judgment of possession
recorded in the county where the property is located
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ENROLL OR CHANGE IN REVENUE DIRECT DEPOSIT
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JOINT TENANCY WITH DEATH OF ONE TENANT
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Death Certificate of deceased tenant Life Estate – Death
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Life tenant’s Death Certificate
- Names and addresses of remaindermen
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NAME CHANGE
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Marriage Certificate or Divorce Decree reinstating maiden
name or other legal document of name change
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Ownership Change
Due to Divorce
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Complete Divorce Decree including Settlement Agreement and
recorded conveyances (if applicable)
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Sale of Interest
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Complete copy of conveyance document filed of record in the
county which the property is located
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Trust or Partnership Creation or Dissolution
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Trust or Partnership Agreement and recorded conveyance(s)
(if applicable)