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Transfer of Unit to new person

sonyawiprudsonyawiprud CARegistered User ✭✭✭
Does SiteLink have a transfer form I can access when tenant's want to change tenant name to new person responsible for the unit? I have my own form, but I want it to be in SiteLink so that there is a time and date stamp recorded in notes when printed. Looking for a template if possible. 

Comments

  • i43storagei43storage WIRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    edited July 27
    I don't think Sitelink has one but you could add your current form as a new form in Sitelink.
    Jean Marie
    I-43 Storage
  • themagethemage ORRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭
    We call ours a Change Ledger. The formatting (bold, center, etc) wont show up here, but paste something like this into a new form, (Setup, Form Setup, add, add RTF form), adjust the formatting, save, and it should be available to print from the letters button in the payment screen.

    Change Ledger Information
    Please Print

    I, <Tenant.Name> do hereby authorize <Site.Name> , <Site.StreetAddress1> <Site.City>, <Site.Region> <Site.PostalCode>, to change the following information for UNIT(s)  <Tenant.UnitsAll> .

    Tenant Name:___________________________________

    Address:   Check if new [ ]_________________________________________________________________
                                                                    City                                        State                     Zip
    Phone:   Check if new [ ]____________________________

    Company:_________________________________

    Change Rent Due Date: From: ________________ To: _________________________

    Transfer to:________________________________________________

    Address:________________________________________________Phone:__________________
    City State Zip
    Work:____________________________________________   Work Phone:__________________


    Add Alternate: Phone:_______________        Relation:________

    Delete Alternate: Phone: _____________      Relation: ____


    New gate code: _________________  Old gate code: <Tenant.GateCode>* 

    New drivers license #: _______________  State: ____

    New Email:________________________



    Tenant Signature__________________________________  Date: <Date.Notice>

    Transfer Signature_________________________________ Date:_____________

  • OrkoceanOrkocean CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Ours is "Release of Ownership" and it has 2 options, one they're releasing it to the facility to dispose of as we see fit or they're releasing it to a specified name. If it's to another person that person then has 24 hours to come down and fill out an info sheet and sign a lease just like they're a new move in so they can claim the unit, otherwise it reverts back to the original customer.
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