Change Of Address
If you need to make an address change, we will need a written request using the form below that includes the following information: Owner name, account number, old address, new address, and your signature.
If you are signing under a Power-of-Attorney, Guardianship or in another legal capacity for the owner, please submit a copy of the Power-of-Attorney, Letters of Guardianship or other legal document with the notice.
We will accept email notification of an address change only if the notice is sent from the owner’s email account and contains all of the information requested above.
If you are signing under a Power-of-Attorney, Guardianship or in another legal capacity for the owner, please submit a copy of the Power-of-Attorney, Letters of Guardianship or other legal document with the notice.
We will accept email notification of an address change only if the notice is sent from the owner’s email account and contains all of the information requested above.
| Change of Address Form |
Change Of Ownership
| Affidavit of Death and Heirship |
If you need to make an ownership change on an account, please refer to the following for specific documents we will need. Once we have had the opportunity to review the requested documents, we will contact you if additional information is needed. This same information will have to be submitted directly to the crude oil purchaser who was distributing payments to the previous owner in order for new owner to receive crude oil payments.
Sale - Provide us with a copy of the deed, assignment or other document of conveyance, showing conveyance of the interest. The document should reflect the recording stamp, showing the document has been recorded in the County in which the property is located. Please provide the lease name, if known. Also provide the name and address of the person(s) acquiring the interest.
Divorce- Although many divorce decrees and settlement agreements provide for a distribution of property between the parties, if there is a change in the ownership of the mineral interest, we will need to be provided with a copy of a deed or assignment as appropriate for the type of interest being transferred. See “Sale” above.
Trusts- To make a transfer to or out of a trust, we will need to be provided with a copy of the recorded deed or assignment as appropriate for the type of interest being transferred, showing the conveyance of the mineral interest to the Trustee(s) or by the Trustee(s) to the new owner(s). See “Sale” above.
Death of Owner- Mineral interests are real property interests and are subject to the laws affecting the transfer of real estate within the state in which the property is located. Circumstances differ in each Estate and the documents needed in the most common circumstances are described below. Please provide us with complete copies of each of the items described, and include a list of the persons or entities, with addresses, to whom it is anticipated distribution will be made.
If there are special circumstances in the Estate not covered here, please provide information concerning these circumstances. Special Circumstances may include the involvement of a Trust or conveyances that have been made which affect the interest being transferred. Please provide copies of any additional documents that are pertinent to this transfer. We will contact you after reviewing these documents, and any additional information that may be needed will be requested at that time.
If Deceased left no Last Will & Testament, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Original Affidavit of Death and Heirship Form, completed, signed, and notarized (provided below)
If Deceased left a Last Will & Testament that has not and will not be admitted to probate, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Original Affidavit of Death and Heirship Form, completed, signed, and notarized (provided below)
- Complete copy of Last Will & Testament
If Deceased left a Last Will & Testament that has or will be admitted to probate, please provide:
To pay the Estate while the estate is open:
- Copy of Death Certificate (certified copy not necessary)
- Copy of Letters of Administration or other certificate of appointment of Estate representative
- Complete copy of Last Will & Testament
To pay the beneficiaries after the Estate is closed**:
- Copy of Death Certificate (certified copy not necessary)
- Copy of document(s) reflecting distribution and closing of the Estate
- If Estate is not probated in the state where the property is located, an Original Affidavit of Death and Heirship Form, completed, signed, and notarized will need to be provided (provided below)
**Please note that distribution of the deceased’s interest is governed by the laws of the state where the mineral interest is located. If probate proceedings are held in a state other than where the mineral interest is located, it will not be effective to transfer title of the mineral interests. Once the Estate is closed, we will require an Affidavit of Death and Heirship to determine the heirs under the laws of the governing state(s). If there is a difference in the persons or entities to inherit under the probated Estate and the persons to inherit under intestate succession (without a will) laws of the state where the mineral interest is located, further requirements will be necessary.
If Deceased was a joint owner, and the remaining owner(s) has survivorship rights, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Copy of the document(s) creating joint tenancy or survivorship rights.
- Current name and address of the surviving joint tenant
If Deceased held a Life Estate only, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Copy of the document creating the Life Estate and a list of the remainder owners, with addresses
Sale - Provide us with a copy of the deed, assignment or other document of conveyance, showing conveyance of the interest. The document should reflect the recording stamp, showing the document has been recorded in the County in which the property is located. Please provide the lease name, if known. Also provide the name and address of the person(s) acquiring the interest.
Divorce- Although many divorce decrees and settlement agreements provide for a distribution of property between the parties, if there is a change in the ownership of the mineral interest, we will need to be provided with a copy of a deed or assignment as appropriate for the type of interest being transferred. See “Sale” above.
Trusts- To make a transfer to or out of a trust, we will need to be provided with a copy of the recorded deed or assignment as appropriate for the type of interest being transferred, showing the conveyance of the mineral interest to the Trustee(s) or by the Trustee(s) to the new owner(s). See “Sale” above.
Death of Owner- Mineral interests are real property interests and are subject to the laws affecting the transfer of real estate within the state in which the property is located. Circumstances differ in each Estate and the documents needed in the most common circumstances are described below. Please provide us with complete copies of each of the items described, and include a list of the persons or entities, with addresses, to whom it is anticipated distribution will be made.
If there are special circumstances in the Estate not covered here, please provide information concerning these circumstances. Special Circumstances may include the involvement of a Trust or conveyances that have been made which affect the interest being transferred. Please provide copies of any additional documents that are pertinent to this transfer. We will contact you after reviewing these documents, and any additional information that may be needed will be requested at that time.
If Deceased left no Last Will & Testament, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Original Affidavit of Death and Heirship Form, completed, signed, and notarized (provided below)
If Deceased left a Last Will & Testament that has not and will not be admitted to probate, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Original Affidavit of Death and Heirship Form, completed, signed, and notarized (provided below)
- Complete copy of Last Will & Testament
If Deceased left a Last Will & Testament that has or will be admitted to probate, please provide:
To pay the Estate while the estate is open:
- Copy of Death Certificate (certified copy not necessary)
- Copy of Letters of Administration or other certificate of appointment of Estate representative
- Complete copy of Last Will & Testament
To pay the beneficiaries after the Estate is closed**:
- Copy of Death Certificate (certified copy not necessary)
- Copy of document(s) reflecting distribution and closing of the Estate
- If Estate is not probated in the state where the property is located, an Original Affidavit of Death and Heirship Form, completed, signed, and notarized will need to be provided (provided below)
**Please note that distribution of the deceased’s interest is governed by the laws of the state where the mineral interest is located. If probate proceedings are held in a state other than where the mineral interest is located, it will not be effective to transfer title of the mineral interests. Once the Estate is closed, we will require an Affidavit of Death and Heirship to determine the heirs under the laws of the governing state(s). If there is a difference in the persons or entities to inherit under the probated Estate and the persons to inherit under intestate succession (without a will) laws of the state where the mineral interest is located, further requirements will be necessary.
If Deceased was a joint owner, and the remaining owner(s) has survivorship rights, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Copy of the document(s) creating joint tenancy or survivorship rights.
- Current name and address of the surviving joint tenant
If Deceased held a Life Estate only, please provide:
- Copy of Death Certificate (certified copy not necessary)
- Copy of the document creating the Life Estate and a list of the remainder owners, with addresses
| Affidavit of Death and Heirship |