owner relations
Change of address
If you need to update your mailing or email address please click the form below to download.
DIRECT DEPOSIT
PETEX strives to provide the most secure and efficient payment process for all interest owners and vendors. Direct Deposit (ACH) participants avoid fees and enjoy a lower minimum release amount. To enroll in Direct Deposit for the first time or to update your banking information for any reason, please click the form below.
inquire about selling
If you would like to explore the possibility of selling your interest, a member of our land department will contact you to discuss your particular situation.
update division orders
Change of 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