Name Change Notification Letters and Checklist
This is the final step. Following are two free downloadable packages that will assist you in notfying additional institutions of your name change. If you are also moving, don’t forget to update your address with each of them as well. Some of the entities below, may allow you to update your information by phone or by email, but many may require a more formal letter with a copy of your marriage certificate, divorce decree, or other official name-change documents enclosed. The free name change notification letter application will make this a snap.
Just have your new address and the addresses of those you’re notifying ready to get started. If you can’t think of everyone at this point, don’t worry too much. Just wait until you receive a bill, or mail, with your old name on it, and reply back with one of our notification letters with your new name.
The checklist above has several more examples of institutions that you may need to notify, but here are the major categories that most of our visitors have found helpful when notifying agencies of their name change:
Name Change with Employer
In most cases, simply contact your human resources. They will typically update your name with payroll, medical plans, 401K, etc. You may also need to change your email address and business cards as well.
Name Change with Banks and Investments
Contact any bank that at which you have an account, mortgage, or any other type of loan. Also, if you any investments outside of your 401K (or your HR department did not update your 401K), you will want to notify your stock broker, or mutual fund manager. You’ll want to be sure receive new debit cards, credit cards and any other identifying documents you may have with them.
Credit Cards
Notify any credit card companies that weren’t already updated through your bank.
Utility Companies (gas, electric, water etc.)
Notify your utility companies to ensure they have your new name reflected on your accounts. Generally, most people need to notify the following companies: cable, internet, phone (home and cell), gas, water, and electric.
Insurance Companies
Some of your insurance agencies (e.g., Health, Dental, Life, etc.) may get notified through your Human Resources department. Don’t forget to contact those you HR Department likely failed to notify, such as your Renters/Home Owners, Automotive, and other insurance companies. You’ll want to be sure receive new insurance cards or identifying documents.
Professional Organizations
If you are a professional involved in organizations, you will need to contact your State Bar Association for attorneys, Nursing Association for nurses etc.)
Professional Service Providers
Notify your attorneys, accountants, dentist and doctors. While your medical insurance may have been updated through your HR department, it’s unlikely that your doctor or dentist has been notified or your name change. You can send these individuals an email, letter or notify your them during next visit.
Memberships
Notify any memberships you belong to of your name change. Most people forget how many memberships they belong to, for example, you’ll likely have at least one of the following membership cards that will require updates: gym, AAA, frequent flyer program, school alumni associations or ID, library card, NetFlix or other movie rental program, or a union.
