The Owner Number, or BA Number, is a unique account number that allows Equitrans Midstream to know specifically which landowner we are working with. You can find this number on most Equitrans Midstream correspondence, including your check stubs and in the Account Number box on your 1099MISC form.

How do I transfer the interest of an owner who died with a Will?
Please provide a copy of the following estate documents if:

• The Will and property are located in the same county and state:
  • Death Certificate
  • Order Admitting Will to Probate
  • Letters Testamentary
  • Last Will and Testament (probated and recorded in the county where the property is located)
  • Completed W-9 form and, if applicable, REV-1832 form for each beneficiary
• The Will and property are located in the same state, but different counties or in different states
  • Death Certificate
  • Order Admitting Will to Probate
  • Letters Testamentary
  • Last Will and Testament (recorded in the county where the property is located)
    • Please contact the county’s clerk of courts for additional information on having the Will recorded in the county where the property is located
    • Ancillary probate may be required if the Will was originally recorded in a state other than where the property is located
  • Completed W-9 form and, if applicable, REV-1832 form for each beneficiary

How do I transfer the interest of an owner who died without a Will?
The laws of Descent and Distribution in the state where the property is located will apply, as relevant. Please provide the following documents:

• Death Certificate
• Completed and Notarized Affidavit of Descent/Affidavit of Heirship (recorded in the county where the property is located)
• Completed W-9 form and, if applicable, REV-1832 form for each beneficiary

Please contact the county’s clerk of courts for additional information on having the Affidavit recorded.

How do I change/update the address on my account?
Complete and return the Change of Address form to the address, email or fax provided on the form. For your protection, Equitrans Midstream does not accept address changes via telephone.

How do I notify Equitrans Midstream in the event I become divorced?
Please provide a copy of the divorce decree, including property settlement documents and copies of recorded conveyances. If you do not have a current Equitrans Midstream owner account, please provide your address and a completed W-9 form and, if applicable, REV-1832 form.

How do I notify Equitrans Midstream of a personal name change?
Please send a written request and a copy of the document supporting the name change (marriage certificate, divorce decree reinstating maiden name, etc.). A copy of the Social Security card showing the name as changed with the Federal Government/Internal Revenue Service may also be required.

How do I notify Equitrans Midstream of a corporate name change?
Please provide a copy of the Certificate of Name Change. If the name change is the result of a merger, please provide a copy of the Certificate of Merger and the tax identification number of the surviving entity.

What documents are required if I buy or sell an interest in a property?
Equitrans Midstream needs a copy of the conveyance document recorded in the county and state where the property is located along with a completed W-9 form and, if applicable, REV-1832 form for the new owner(s).

What is required to add an Attorney-in-Fact, Legal Guardian, or Agent?
Please provide a copy of the below documents:

• The Power of Attorney if an owner has appointed an attorney-in-fact.
• The Agency Agreement if an owner has appointed an agent.
• The Letters of Guardianship if the court has declared the owner incompetent or incapacitated or otherwise deemed by a court to require a court-supervised legal guardian. If a minor, include a copy of the owner’s birth certificate to indicate when the minor will attain legal age.

What is required for property held in a trust?

• Upon creation of a trust, please provide copies of the Trust Agreement and recorded conveyance to the trust. Equitrans Midstream will also need a completed W-9 form and, if applicable, REV-1832 form for the trust.
• If there is a change in the trustee, please provide a copy of the instrument appointing a successor trustee, as well as the successor trustee’s mailing address.
• Upon termination of a trust, please provide a copy of the Dissolution of Trust and the appropriate recorded conveyances that transferred the trust’s interests to the beneficiaries. Equitrans Midstream will also need a completed W-9 form and, if applicable, REV-1832 form for each beneficiary.