Vendor and owner relations

 
 

Change of address

If you are needing to change your mailing or email address please click the form below to download

 

DIRECT DEPOSIT

PETEX strives to provide the most secure, efficient and effective payment platform for all of our interest owners and vendors. Direct Deposit (ACH) provides for a fast, secure and efficient method of payment. If you are enrolling in Direct Deposit for the first time or need to update your banking information for any reason, please click the form below.

 

change in ownership

Changes in ownership or owner status require different supporting documents based on the situation.  The below guide represents the most common changes and the documents required for each situation. 

Please note:

  • All documents related to a change of ownership must be filed of record in the county/parish where the property is located. 

  • A completed IRS Form W-9 must be returned for each payee including a Social Security Number or Tax ID Number.  W-9 forms can be found here.

  • Address changes cannot be handled over the telephone.  A written request must be submitted.  Please download and complete the Change of Address Form here

  • If required, an Affidavit of Heirship form can be downloaded here.

  • Laws of agency preclude us from providing forms for conveying real property interests. However, you may contact an attorney, Legal Aid Society, or your local Bar Association for assistance in handling these matters.

     

All documents should be submitted to:

PETEX
ATTN: Division Order Department
P.O. Box 548
Breckenridge, TX 76424


SITUATION & REQUIRED DOCUMENTATION

Recorded Deed or Document Transferring such Interest

General Transfer of Interest

Copy of Marriage Certificate

Marriage

Copy of Divorce Decree, Settlement Agreement, and Court Mandated Conveyance

Ownership Change Due to Divorce

Certificate of Name Change and Tax ID Number

Company or Corporation Name Change

Certificate of Merger and Tax ID Number

Merger Change

Copy of Agency Agreement

Appointment of Agent or Agency

Copy of Power of Attorney

Appointment of Attorney-In-Fact

Copy of Birth Certificate or Court Order Designation Guardianship

Appointment of Legal Guardian

Recorded Copy of Conveyance

Purchase or Sale of Interest

New Trust or Partnership

Copy of Recorded Conveyance of Interest to the Trustee, Trust, or Partnership and Trust/Partnership Agreement

Copy of Dissolution of Trust/Partnership and Conveyance to Beneficiary or Partners

Termination of Trust or Partnership

Trust Agreement or other Relevant Document Evidencing Appointment of Successor

Change in Trustee

Death of Owner with a Will
(Testate)

Probate Proceedings Complete

  • Copy of Death Certificate

  • Certified Copy of the Last Will and Testament Recorded in the County Where the Property is Located

  • Order Admitting Will to Probate

  • Certified Copy of Letters Testamentary

  • Certified Copy of Final Decree

  • Certificate of Transfer

  • Names, Addresses, and Phone Numbers for all Beneficiaries Under the Will

  • Completed W-9 for all Beneficiaries Under the Will

  • Completed Direct Deposit Form for all Beneficiaries under the Will

Probate Proceedings Filed, but Pending

  • Certified Copy of the Last Will and Testament Recorded in the County where the Property is Located

  • Order Admitting Will to Probate

  • Certified Copy of Letters Testamentary

  • Names, Addresses, and Phone Numbers for all Beneficiaries under the Will

  • Completed W-9 for all Beneficiaries under the Will

  • Completed Direct Deposit Form for all Beneficiaries under the Will

Death of Owner Without a Will
(Intestate)

Intestate Proceedings Complete

  • Certified Copy of Death Certificate

  • Recorded copy of an executed Affidavit of Heirship signed or witnessed by an uninterested third party (not a family member)

  • Names, Addresses, and Phone Numbers for all Beneficiaries under the Will

  • Completed W-9 for all Beneficiaries under the Will

  • Completed Direct Deposit Form for all Beneficiaries under the Will

Administration Proceedings Filed, but Pending

  • Certified Copy of Death Certificate

  • Certified Copy of Administration Proceedings

  • Names, Addresses, and Phone Numbers for all Beneficiaries under the Will

  • Completed W-9 for all Beneficiaries under the Will

  • Completed Direct Deposit Form for all Beneficiaries under the Will

Administration Proceedings Complete

  • Certified Copy of Death Certificate

  • Certified Copy of Administration Proceedings and Final Order or Declaration of Heirship

  • Names, Addresses, and Phone Numbers for all Beneficiaries under the Will

  • Completed W-9 for all Beneficiaries under the Will

  • Completed Direct Deposit Form for all Beneficiaries under the Will