How to change the account owner?

This article outlines the steps for transferring account ownership in Upvio, which is important for ensuring the correct management of subscriptions and access - vital for both security and operational continuity. It helps streamline the process.

The steps below will be your guide for a smooth process of transferring account ownership:

  • The current account owner should submit a letter request with their company letterhead.

    • Email requests must be sent using the email address on file.

    • Send the letter request to support@upvio.com

Note: One of our internal team members will contact you after you submit the letter requesting the transfer of ownership to provide full assistance with the entire process.

  • Submit Proof of Identity showing the signatures for both the current and new owner.

  • Submit a Transfer of Ownership Agreement Form (TOA).

    • This is an agreement between the current and new owners. It also specifies the subscription details, including the subscription date, renewal date, and more.

    • Both signatures must be affixed and handwritten. (They should match the signatures on the submitted Proof of Identity.)

  • Transfer of billing information

    - If payment details are associated with the subscription, ensure that the billing information is updated to reflect the new owner.

Note: A notification will be sent to the current and new owners once the transfer of ownership is successful.

The process of transferring account ownership in Upvio ensures a secure and seamless transition of control, keeping your subscription details and billing information up-to-date. By following the outlined steps and providing the necessary documentation, you'll have a smooth and efficient transfer experience. Rest assured, our internal team is here to assist you every step of the way.