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Account Name Change for CA, OR and WA

8 days 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