There was an earlier thread on this, but I have some additional questions for anyone who is currently offering these and would be willing to share their information.
How do you handle changes in ownership or name changes? For instance, what kind of documentation would you require to remove an owner? Do all parties have to be involved or can only one party make a change? Are all changes of this type handled simply through a new sig card?
We are planning to assign an "account" number, and all renewals, etc. will be handled through this same number. Should there be any limitations to the types of maintenance or changes which are allowed before a new number is required? Is it common to assign each renewal, etc. a suffix to the account #, i.e. 12345-001, 12345-002, etc.?
Any information anyone would be willing to share would be greatly appreciated!