This article outlines the steps for transferring account ownership in Upvio. Is important for ensuring the correct management of subscriptions and access, which is 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:
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The current account owner should submit a letter request with their company letterhead.
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Email requests must be sent using the email address on file.
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Send the letter request to support@upvio.com
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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.
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Submit Proof of Identity showing the signatures for both the current and new owner.
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Submit a Transfer of Ownership Agreement Form (TOA).
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This is an agreement between the current and new owners. It also specifies the subscription details, including the subscription date, renewal date, and more.
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Both signatures must be affixed and handwritten. (They should match the signatures on the submitted Proof of Identity.)
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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.