Name Change Checklist For Alleviating Post-Marriage Hassles
There are two ways of going about the task of changing your name. You may either go in for a ready-to-use name-change kit (albeit at a price), or take up the DIY path. Just as all other personal finance chores, you may like to save good money by going through this checklist on your own. While there are some institutions that insist upon in-person visits to get the ball rolling, there are many other areas that can be tackled by letter or over the phone. Overall, the process is quite simple.
Published on: Mar 3, 2016
Transcripts - Name Change Checklist For Alleviating Post-Marriage Hassles
Name Change Checklist For Alleviating Post-
6-Step Checklist for your Name Change
• Seek certified copies of the marriage license; it will make the overall
• Begin with the name change formalities pertaining to the Social
• Get yourself a brand new driver's license.
• Update all work payrolls benefits and records after sending relevant
notifications to your employer.
• Get in touch with your bank and all other financial institutions, in
person, for changing accounts.
• Notify creditors so that they may link your credit files correctly.
There are two ways of going about the task of changing your name. You
may either go in for a ready-to-use name-change kit (albeit at a price),
or take up the DIY path. Just as all other personal finance chores, you
may like to save good money by going through this checklist on your
own. While there are some institutions that insist upon in-person visits
to get the ball rolling, there are many other areas that can be tackled by
letter or over the phone. Overall, the process is quite simple.
1. Certified copies of the marriage license are a must
You read it right. You need to get certified copies – and not photocopies – of
your marriage license. It's easy to get them from the agency that had facilitated
the filing of your marriage license. According to Dara Strickland, a reputed
attorney at Strickland Jansen, P.C., St. Louis, "Newly married people changing
their names need one certified copy of their marriage license that they will
probably never see again, to send to the Social Security Administration."
2. The Social Security Administration –that's where you need to
You need to trigger off your maiden name change procedure with
the Social Security Administration as this agency requires your
current and correct ID along with name. This is for all and
retirement benefits and payroll tax withholdings. In case there's
any mismatch between your Social Security number and your
name, you are likely to trigger off a complete rejection of your
annual tax return. Getting immediate access to a new Social
Security card also goes a long way in helping you change your
existing name with all other contacts, financial institutions, and so
3. Driver's license has to be applied for too
Getting yourself an updated identification card or license makes it
easy for you to get any subsequent name changes with banking
and other financial institutions. In the process, you will find
yourself updating your vehicle registration title and voter
registration too. It is a good idea to get in touch with the
authorities at the Department of Motor Vehicles for all further
instructions, and to gain knowledge about any new regulations in
4. Update all work benefits / records
It is important to notify your employer so that all future benefits
and pay checks are directly reflected against your new name. Take
out time to review all tax withholdings and strive to make all
necessary changes in time. As you now have new family members
to boast of, you also need to re-assess your existing insurance
beneficiaries and coverage.
5. Contact your banking authorities
The next item on your name change checklist requires you to
update your name with all credit unions, banks and other financial
institutions that you may have been dealing with. For the purposes
of changing your account name, you may have to drop in at your
local branch with your updated driver's license, marriage license
and / or other required documents.
Once you have finished with your name change checklist, you
need to contact some other people and institutions too. These
• Landlord and / or mortgage company.
• Other insurance agencies for auto, life, home policies, etc.
• Healthcare providers' offices.
• Professional licensing boards.
• Attorney for updating legal records.
• Passport office and local post office.
• Manager of investment accounts.
• Alumni association.
• Voter registration board, and so forth.
Once you have all the important updates underway, it will just be a
matter of time before you will have your changed name reflecting
in all subscriptions and miscellaneous accounts.
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