Dear Zendesk Customer,
Thank you for your inquiry with regard to updating the information associated with your Zendesk account. The goal of this page is to establish whether an ownership transfer of the account via an assignment is appropriate, or whether the nature of the request involves updating the account’s information with regard to a name change or other required update.
Which form should I be processing?: Assignment Agreement vs. Name Change
Please read below and, depending upon the needs of your particular account, complete the form found at the appropriate link.
Account Name Change Process
Often times our customers may ask for an assignment when that is not actually what is needed. For example, a customer may ask for an assignment in order to effect a company name change (e.g., ABC, Inc. changing its name to DEF, Inc.), a change to their billing information, or other updates involving their existing customer account.
If the nature of your request involves a company name change, update to billing information, or other changes to the existing account that can be accommodated by Zendesk’s Financial Operation Department (“FinOps”), please contact your Zendesk account manager and provide the information required by FinOps to update your existing account. There is no need for you to complete the Assignment Agreement since you are not transferring the ownership of your Zendesk account.
Zendesk’s Assignment Process
The ownership transfer (commonly known as an “assignment”) of a customer’s account (and subsequent updates to our records and systems) is a process accomplished via the existing subscriber (“Assignor”) and subsequent subscriber (“Assignee”) executing a form conveying all interests, rights, and obligations in the Master Subscription Agreement (the “MSA”) and active Service Order Form(s) (together referred to as the “Agreement”) from the Assignor to the Assignee.
The parties must provide the information required by the Assignment Agreement DocuSign form provided at the link below and, upon review by Zendesk Legal and execution by all parties, the Agreement previously entered into by and between Assignor and Zendesk, pursuant to which the assignor purchased their subscription to Zendesk’s software and services (“Service”, as described at www.zendesk.com), will be assigned as requested to the Assignee as of the Assignment Effective Date.
This Assignment Agreement consists of multiple parts, all of which will be required to complete the form: (1) the Assignor’s legal name; (2) the Assignee’s legal name; (3) an agreed date within 30 calendar days which will serve as the Effective Assignment Date; (4) the Assignee’s billing address, contact information, and subsequent account owner; and (5) signature blocks for both Assignor and Assignee.
Upon completion of the required fields of information, please follow the instructions below to review and electronically sign the Assignment Agreement.
Please do not complete this Assignment Agreement DocuSign form if: 1.) The Assignee is a current customer of Zendesk; or 2.) either the Assignor or Assignee is a Zendesk channel partner or has acquired a subscription to the Zendesk Service through a Zendesk channel partner. If this is the case, please reach out to your Zendesk account manager for next steps.
How to Execute the Assignment Agreement:
Single Reviewer & Signatory
If you are the current customer (“Assignor”) and will be a signatory for the Assignor, click here and complete the name and email information required by the PowerForm Signer Information form. This information consists of: 1.) Assignor signatory name and email; and 2.) Assignee signatory name and email. Once you have provided the information required, click “Begin Signing” and follow the directions contained within the Assignment Agreement form.
Following the Assignor’s signature, the form will route via DocuSign to the Assignee at the email address provided in the PowerForm Signer Information. The Assignor will then be required to provide updated billing and account information required within the Assignment Agreement form.
Both parties will have the option to download the Assignment Agreement for review prior to completing the execution process. To do so, simply click on the “Download” icon located top centre of the page (see image below).
Once the Assignor and Assignee have completed the execution process, the Assignment Agreement will be routed for review and approval by Zendesk Legal, who will forward for signature by Zendesk. Upon completion of the validly completed Assignment Agreement it will become legally binding. Both the Assignor and Assignee will receive a fully completed copy of the Assignment Agreement for their files.