Transfer of License & Company Name Change Request

All requested changes are subject to Sage review and final approval. Processing may take up to 10 business days from submission date. Incorrect documentation may delay the process. If you are having issues with the form, please email PCM.NA@sage.com

For Sage 50 US/CA and Timeslips use the following link: Sage 50 & Timeslips Company Name Change Request Form

Pour afficher le formulaire en français veuillez cliquer ici.

ACKNOWLEDGEMENT*

I certify that I have authority to make changes to the account identified herein. I understand that authorized contacts added may be granted access to the account and will have authority to make changes to the account. I understand and accept the risks and responsibilities that exist as a result. I hereby agree that this form may be electronically signed, and that any electronic signatures appearing on this form are the same as handwritten signatures for the purposes of validity, enforceability and admissibility. e-Signature (Print name is same as signature and acknowledging the above)

Contact email*

Account ID# (10 digits beginning with 4)*

Effective Date of Change*

Original Licensee*

Current registered company name.

New Licensee (35 character limit including spaces)*

New company name.

Change of Address (No PO Boxes)

Principal or Primary Contact Information*

Provide the new Principal or Primary contact information

Select

Full name*

Email address*

Phone number

Phone

Effect Of Transfer*

If the name change request is due to a change in ownership (i.e., sale of stock or assets or transfer to a parent or subsidiary), by signing below, the parties acknowledge and agree that: (i) the original Licensee relinquishes all rights granted under the license(s), agrees that it shall remain liable for any existing obligations there under, and certifies that it has or, with the reinstallation of the products, (as set forth in the Service Plan section below) it shall stop all use of the products and remove all copies of the product from its computer systems, and (ii) the new Licensee accepts all of the terms of the Sage End User License Agreement located at https://www.sage.com/en-us/legal/eula/ (US) and https://www.sage.com/en-ca/legal/eula/ (CA) for each of the products and agrees that it shall be responsible for any obligations incurred under the existing Licenses. Except as set forth in this Section, Sage does not allow Licensees to transfer ownership of their Sage Product licenses.

I have read & understand the Effect of Transfer.

Reason for change*

Select

Required documents for Asset or Stock Purchase

Asset or Stock Purchase Agreement

Ex. of supporting documents for Corporate Name Chg

Corporate Name Change Certificate

Articles/Certification/Declaration of Amendment

Documents for Internal reorganization

Proof of affiliation between parent or subsidiary companies

Types of documents for office/branch consolidation

Proof of affiliation

If due to a sale or acquisition, please re-select "Reason for change"

Accounts to be consolidated

Separate account ID #'s with a comma.

File Upload*

Attach legal documents to support the reason selected. See information for examples.

Drag and drop files here or

Products affected by this change*

Sage 50 and Timeslips: *DO NOT USE THIS FORM* Please use the link highlighted in the information section.

Select

All modules?

Select

List Specific modules

Service Plan*

If New Licensee is a current Sage customer and has an existing maintenance and (“Service Plan”), New Licensee understands and agrees that this license transfer may be subject to a supplemental service plan fee. This fee represents the incremental and prorated cost to add the transferred Software/Use(s) to New Licensee’s existing Service Plan. The fee is calculated based upon the retail value of the software being transferred, the type of Service Plan Assignee currently has and the number of days remaining (a grace period may apply) between now and New Licensee’s Service Plan expiration date. Payment for the supplemental service plan fee must be received prior to Sage finalizing the license transfer.

If New Licensee is not a current Sage customer or does not have an existing Sage Service Plan, New Licensee understands and agrees that as a condition of Sage granting the license transfer, New Licensee will have to purchase a Service Plan for the products and pay any applicable reinstatement fee. Payment for the Service Plan, and any applicable reinstatement fees, must be received prior to Sage finalizing the license transfer.

The New Licensee acknowledges a Sage representative may contact the New Licensee to obtain current account information, including but not limited to, a current credit card, before Sage grants this license transfer request. Please ensure to provide correct contact information to allow for a Sage representative to contact you for account information.

I have read & understand the Service Plan section.

Reinstallation of Products*

For Licensees of the following products: Sage 300/300cloud, Sage 300 CRE, Sage BV, Sage CRM

Licensees understand and agree that upon finalization of a name change or transfer of license, a change to your software registration or reinstallation of all Software modules will be necessary. In addition, if the Sage Products include a Sage Estimating database, it may be necessary to re-serialize the database to the new Licensee’s name, the re-serialization can be completed only by the Sage CRE Customer Support department and may incur a nominal fee. Following the name change or license transfer, Sage will provide new software registration names and activation codes. If Licensees do not agree to change the software registration or to reinstall the software as directed, Sage will not finalize or accept this name or address change request or license transfer.

I agree to the Reinstallation of Products.

Sage should forward new activation codes to:*

Select

Send me a copy of my responses

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