If you need to change your project's owner after your WELL Certification or WELL Rating Agreement has been signed, follow the steps below depending on your situation.
If the organization/corporate entity of the new owner is the same as the previous owner, the project administrator can change the owner by following these steps:
- Sign in to your WELL account and load your project dashboard.
- Go to the Edit tab.
- Open the Owner Information section.
- Update the owner information as required.
If the organization/corporate entry of the new owner is NOT the same as the previous owner, follow these steps:
- Complete the Change of Owner Agreement form.
- Sign in to your WELL account and open your project dashboard.
- Go to the Documents tab.
- Click "Upload document," choose Legal as the document type and attach the completed Change of Owner Agreement form (see image below).
- Go to the Support tab and click Get Help. Request that the WELL coaching support team update the owner information listed in your project's WELL account.
- Indicate that the Change of Owner Agreement form has been uploaded
- Include the name and email address of the new owner in your request.
To change WELL Rating owner after initial achievement
To transfer ownership of a WELL Rating project after it has achieved a rating, follow the steps above. The new owner will maintain the rating until the current term expires. When the rating expires, the new owner will need to create a new Rating project and pay the applicable fees for a first-time Rating.