Secondary Name Change Notification
Following is a checklist of individuals and institutions with which you should register your name change. If you are also moving, you should update your address with each of them as well. With the entities below, you can generally update your information by phone or by email.
We have also provided you with name change form letters in Microsoft Word format, which you can download and alter as you see fit. You can mail these forms, or copy and paste them into an email and send them electronically to the approprate agencies.
- Financial Company Form Letter: Use this for your banks, mutual funds, investmant plans, IRAs and other such financial accounts.
- Medical Insurance Plan Form Letter: If you are insured by your employer, than the HR department will typically take care of this name change for you. But just in case, you can use this form for all of your medical/dental insurance providers.
- Generic Form Letter: Use this for all other miscellanious organizations and agencies whom you want to inform of your name change.
In addition to the list below, we also provide a Complete Printable Checklist in Microsoft Word format.
LEGAL QUESTIONS
Often times, while changing your name you come across some legal questions that require the help of an attorney. If you do, we recommend you type your question below:
SECONDARY NAME CHANGE NOTIFICATION STEPS
| Employer (In most cases, simply contact your human resources. They will typically update your name with payroll, medical plans, 401K etc.) | |
| Banks | |
| Credit Cards | |
| Loans (mortgage, home, school etc.) | |
| Investments (stock broker, mutual funds etc.) | |
| Utility Companies (gas, electric, water etc.) | |
| Retirement Plans | |
| Professional Organizations (e.g. State Bar Association for attorneys, Nursing Association for nurses etc.) | |
| Doctors | |
| Insurance Companies (Health, Dental, Life, Renters/Home Owners, Automotive, etc.) | |
| Memberships (AAA, clubs, etc.) | |
| Professional Service Providers (attorney, accountant, etc.) | |
| Clients and colleagues |
(go to Primary Name Change Notification steps)