Telstra Change of Ownership: (All You Need to Know)

Wondering how to undergo a Telstra change of ownership procedure? Well, keep reading!

Transferring the ownership of your Telstra contract or assigning a contract to your name is as easy as ever and has been fully digitalised.

So, you and the contract receiver/owner don’t have to physically visit a Telstra office to re-assign the names and all personal information.

To transfer Telstra ownership, conduct a three-way conference call with an agent and provide all required personal details. Submit the “Change of Ownership Form for Small Businesses” if transferring a business.

Let’s learn more!

Is Change of Ownership Telstra Possible?

You can only transfer the Telstra ownership if you’re the licensed contract owner and there’s an agreement on both ends. If either party revokes, you will be unable to assign the new name.

Requirements For Transferring:

Before attempting to transfer the Telstra service, you should know all the requirements for assigning ownership to a different name.

On Telstra, you can transfer only particular registered services, while other perks will remain locked for the account’s original owner.

Let’s review the requirements further!

You Must be the Telstra Account Owner

To transfer Telstra ownership, your name must be on the headline of the contract, and you must have complete authority. This involves the included Telstra services and the subscription.

You Can Transfer Only:

• Mobiles or home phones.
• Internet or bundle services.
• Different Telstra Plus points.

You Cannot Transfer:

• Business products to individual customers
• Disconnected or no longer active services.
• Digital BigPond mailboxes or other emails.

After understanding the essential details, let’s start with the instructions!

Telstra Change of Ownership – Quick & Easy Steps

Tip: For a successful transfer, follow the steps in consecutive order!

How to Transfer Telstra Personal Ownership?

Unlike business transfers that take much more research and effort, assigning or receiving a Telstra ownership within a personal environment is easy.

The transfer call provides the agent with the necessary information from both parties and could last as short as ∼3 minutes. 

So, let’s learn how to transfer personal ownership at Telstra!

Method #1 Request a Change Via Call

The widely preferable method of transferring a Telstra service is by performing a three-way conference call between you, the service owner, and a Telstra agent. 

If you’re the initiator of the contract, service an agent – 13 22 00 – and provide the necessary details required by the agent.

Once you’ve provided the recipient’s phone number or the subscription’s current owner, the agent will contact him and clarify the details.

If all information is received and everything undergoes smoothly, the transfer should take effect in under 7 business days.

Note: Ensure you’ve clarified all details with the other party before contacting the agent.

Method #2 Physically Visit a Telstra Store

If a three-way conference call does not satisfy you or the other party, it’s best to physically visit one of Telstra’s stores in your area and discuss it with an agent in real-time.

If you’re assigning the ownership to yourself, you and the current service owner must visit the store together.

Physical Transfer: Requirements

Before visiting the store with the current service owner, make sure you have the following:

• The service number of the account you’d like to transfer.
• Can provide a valid ID form for at least 18-year-old clients.
• Can satisfy the Telstra credit and payment requirements.

If you’re willing to transfer the service to an existing Telstra account, you will also need to provide all personal and credit information of that registration.

You and the service owner will be provided with all of the necessary transfer forms you need to fill out to assign the new name.

How to Use Telstra Change of Ownership Form for Business?

The “Change of Ownership” only applies if you wish to transfer Telstra service to an existing business, as many more details must be filled out and included.

You can acquire the digital transfer form anytime and fill it in with your details and the details of the service owner.

Let’s learn how to use Telstra’s business transfer form!

Step #1 Download the Form

Using Telstra’s change of ownership form requires downloading the document first and either filling it out digitally or printing it out and delivering it to an office.

All you need to do is access the download page of the document and acquire the “.pdf” file on your computer, laptop or mobile.

• So, go to Telstra’s website and get the Change of Ownership for Small Businesses. 

Tip: Press the “Download” button at the top right to acquire the file with the form!

Method #1 Fill Out the Form Digitally

The easiest way to fill out the form digitally is to use software such as Paint, which is available on all Windows devices, to fill out each of the fields manually.

An alternative is to extract the PDF file in advanced software such as Photoshop or ask someone more fluent to do it for you.

Method #2 Print the Telstra Form

If you will be transferring the business physically, it’s best to print out all the documents and handwrite each field with the required information.

If that’s the case, press on the “Print” button next to the download icon and wait until all eleven pages are printed out on your end.

Note: If filling out the form digitally, ensure each field is readable!

Step #2 Fill Out All Sections

Once you have downloaded or printed the file, it’s time to fill out the agreement’s sections to legitimise the deal between both parties.

Here’s how to complete each section accurately:

[Section 1a] About the Current Owner

In this section, fill out the required details about the current owner, including owner name, company name, business or trading name, ACN, ABN/ARBN and account numbers.

[Section 1b] Business Only Inbound Services

Here, fill out all the inbound service numbers and the corresponding account numbers and clarify whether each number is “EROU” compatible with the owner.

[Section 1c] Current Owner Agreement

In this section, the current owner must agree to the transfer by filling out a full name, date of birth, contact number, email address, signature and the date the form is being filled out.

[Section 2] The New Owner

Include all details required about the new owner of the contract in this section, including company name, trading name, ACN, and an existing or creating new account number.

[Section 3a] Opening a New Business Account

Specify the required details about hosting and operating a new Telstra business account by filling out all of the fields.

Both parties must provide the necessary details for this section.

[Section 3b] Inbound Services

Appoint all inbound services by both parties, including personal and business details.

An “Inbound Service Authorised Representative” one and two are required for this section.

[Section 4] All New Account Owners’ Identifications

Fill out the required personal details of all new owners of the contract as well as the State of issue by each party.

You must associate payment or credit details with the new owner here.

[Section 5] The New Owner Agrees

The new contract owner must agree to all earlier-stated causes in this section to accept the transfer and legitimise the contract.

Include the required personal and business details.

[Section 6] Services to be Transferred

This section includes all Telstra services that will be transferred between the two parties.

Review all points to verify no misconceptions or stated errors in the pronounced services.

Note: The last section includes all underlying terms and conditions!

Step #3 Submit the Form

Once the form has been filled, the last step is to either digitally submit the document or deliver it to a Telstra office accompanied by the owner/recipient if you’ve printed it.

If submitting the form digitally, you can use the My Telstra app once you’re signed in with the appropriate account.

Once the corresponding agent has reviewed the form, you should receive an answer on the associated email address or personal number you’ve filled out in the form.

There you will find whether any extra steps are required and what to do next.

Note: Feedback on business ownership alteration typically takes 7 business days!

Quick Recap:

To conduct a Telstra change of ownership, call an agent or physically visit a store with the ownership receiver or owner.

To transfer a small business, download and use the “Telstra Change of Ownership for Small Business” form.

Follow us for more help!