What is the Transfer of Ownership Process?

If you need to transfer ownership of your entire Office Ally account to another entity due to an acquisition, insourcing, merger, etc., follow the steps below to complete the process.

Submit a Transfer of Ownership Request Form

Find the form here: Transfer of Ownership

1. Fill out the form completely, including:

• Admin Username of the current owner of the account (Transferor)

• Company Information of the new account owner (Transferee)

• Authorized Contacts for the new account (Transferee)

3. Sign the form.

• The form must be signed by both the Transferor and the Transferee for the transfer to be completed.

4. Email the completed form to enrollmentadmin@officeally.com for processing.

5. Please allow Office Ally 3 business days to review and complete your request

6. Once the transfer is completed, both the Transferor and Transferee will be notified by email.

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