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Account Name Change for CA, OR and WA

7 months ago | Article no. 8534
 

Introduction

Resolution Steps

 

  • Wave permits the change of name on an existing, active account in the event of:
     
    • Marriage
       
    • Legal name change
       
    • Death of the account holder
       
    • Power of attorney
       
  • Requirements include:
     
    • Legal documentation that supports the name change
       
    • Responsibility for debit/credit balance and company owned equipment assigned to the account
       
  • Follow this link to access the name change form with easy-to-follow instructions


     

Internal Information

Commercial Agent Steps

Financial Agent Steps

Management Steps