Tax and K-1s
Website Login and Password
Q. What documents are needed to make ownership changes on my account?
A. Click here for a list of documents required to change ownership information.
Q. How do I change my address?
A. Download the Client Address Change Form. We do not accept address changes by telephone. Please mail the form to the attention of Waveland, or scan and email to firstname.lastname@example.org, or fax to 949-706-5001.
Q. Does Waveland provide for direct deposit?
A. Yes. Please complete the form in the link below and mail it to the attention of Waveland, or scan and email to email@example.com, or fax to 949-706-5001.
Download the Direct Deposit form.
Q. How do I change direct deposit account?
A. Download the Direct Deposit form.
Q. Who do I contact regarding my distribution checks?
A. Please email us at firstname.lastname@example.org, or call our Accounting Department at 949-706-5000, ext. 132. Please provide your name, daytime phone number, including area code, account number, and the last four digits of your Social Security Number or Tax ID number for verification.
Q. What should I do if my check is lost, stolen, or stale dated 120 days?
A. Contact Waveland’s Accounting Department immediately at 949-706-5000, ext. 132. Any check outstanding more than 120 days should be marked “VOID” and returned to Waveland for re-issuance. As soon as the stale dated check is received, Waveland will reissue the check to you on our next distribution check run.
Q. I have not received my check in several months, what do I need to do?
A. Oil and gas distribution checks are not guaranteed. Feel free to contact us if you have questions at 949.706.5000, ext. 132.
It is important to note that distributions will fluctuate due to oil and gas prices and variations in operating expenses.
Q. When should I expect my distribution check?
A. Distributions are generally made quarterly. Once declared, Waveland pays distributions mid-month. We encourage clients to enroll in direct deposit. For payment via a physical check, recipients should allow ten (10) business days before reporting a lost check.
Q. What is an Investment Acknowledgment and how do I get one?
A. An Investment Acknowledgment is a letter indicating that the investment has been received and is being processed. The Acknowledgment is sent to the client via email if we have their email address on record, and mailed otherwise. Please allow up to thirty (30) business days to receive it by mail.
Once you log in to our website, you can access and download a copy of the client’s Investment Acknowledgment located on the My Accounts of the dashboard section.
A copy of the Investment Confirmation is automatically emailed to your registered broker of record.
Tax and K-1s
Q. Can I expect to get a K-1 every year?
A. Yes. Historically, K-1s are accessible to download on the secure section of our website by March 15th each year. If you have provided us with an email address, see Website Login and Password section for login information. If we don’t have your email address on record, K-1s will be mailed to your address of record. Please allow up to ten (10) business days for receipt by mail.
Before you are able to access your K-1 online, you will be asked to click on the “Consent” button acknowledging that you are receiving these documents electronically instead of paper format.
Click here to review the consent disclosure.
Website Login and Password
Q. How do I log in as an investor?
A. You are automatically registered with a login account when you provide us with your email address with your investment documents. An email will be sent to you with instructions to set up your online account and create a password. Contact email@example.com if you have any difficulties logging in to the secure section of our website.
Q. How do I log in as a financial professional?
A. You are automatically registered with an account if you have conducted business with us and have provided us with your email address. An email will be sent to you with instructions to set up your online account. Contact firstname.lastname@example.org if you have any difficulties logging in to the secure section of our website, or if you would like to register your account.
Q. How do I retrieve my login password?
A. On the login section of our website, click on the link “Forgot your password?” and enter your email address. If the email address that you have entered matches the email address that we have in our database, an email will be sent to you with instructions to update your password.
Q. How do I change my password?
A. After you log in, click on CHANGE PASSWORD under MY ACCOUNT tab. We require that you use a combination of numbers and symbols in your password.
Q. Is my personal information on your website secure?
A. We recognize that many people are concerned about the privacy and protection of information as it is transmitted over the Internet. You should keep in mind that the possibility exists for unauthorized individuals to intercept any e-mail message you send over the Internet. In some cases, information can be encrypted (scrambled or encoded) to make it very difficult to read if it is intercepted during communication. We use the following practices on our website to enhance the level of security for communication and the transmission of personal information:
* We always use industry-standard encryption technologies when transferring and receiving data exchanged with our site.
* We have taken reasonable steps to ensure the integrity and confidentiality of personally identifiable information that you may provide.
* We are not responsible for the privacy of e-mail messages except those stored in our system.
* We have appropriate security measures in place in our physical facilities to protect against the loss, misuse, or alteration of information that we have collected from you at our site.