Name change after marriage is an obviously tedious process. You have to notify government agencies, the financial institutions you associate with, insurance firms and other companies or organizations you are associated with. A Name Change Checklist will help you get the process completed in an easy and systematic manner. Remember that anyone who you would find it necessary to notify about change of address would also like to know about change of name.
You have an option of getting a name change kit or assistance from a professional agent. You may also opt to complete the complicated process on your own. This might appear like an easier option but you have to set aside time and resources to drive around and line up in offices with complex procedures. An agent completes the process on your behalf, allowing you to relax and concentrate on settling or building your marriage.
Here is a simplified Name Change Checklist to make the process easier and fast. There are offices where you can change the name over the phone. Other offices require you to appear in person. For some, the name and address are changed directly from the system. For others, you have to fill forms from where the officer in charge makes amendments on your personal details.
The law requires you to obtain a certified copy- not copies- of your marriage certificate. The copy is obtained from the office where you filed or got your marriage certificate. Since the certificate might not be returned to you, you should obtain several copies. The certificate can be mailed to you on request. You will be required to pay for the copies and mailing if that is your option. Getting more than one copy allows you to initiate a similar name change process with other institutions. This will speed up the entire process.
This is regarded as the official government record. Other institutions and organizations within government and beyond obtain their data from here. This is the office where the names and details on your ID documents will be changed. Details on tax obligation files and retirement benefits accounts will also be changed here. If there is a discrepancy between the names you provide and that available on the Social security records, your returns will be declined. Financial institutions also depend on the Social Security card for their financial dealings. The office requires you to fill Form SS-5 in order to obtain a new card.
Changing your name on the identification card and Driver’s license allows you to change names on other platforms like banks, insurance and other financial institutions. You should also take the advantage of changing names on vehicle ownership papers. The department will also facilitate name change on the voter’s register. Each state follows a different set of rules and procedures. To avoid unnecessary hustle, enlist the services of an experienced agency to spearhead your name change process. Updating your name on the Social security card and Driver’s license gives you the freedom to change on other platforms like bank institutions, insurance, medical records, etc.
Banks and insurance or investment institutions require proof of identity before transacting. If the name on your ID differs with what is on their systems, they will be hesitant to serve you. This could cause delays and unnecessary suspicion. You could even be accused of identity theft. To avoid such complications, visit your bank, mortgage or lease company, investment account, Sacco, credit card provider, etc to have personal details changed. This gives you the freedom to access money and transact without suspicion.
The records in social organizations are not too sensitive. However, they may also be problematic if discrepancies appear. Change names on all legal documents, veterinary office, your doctor or health service clinic, clubs, alumni organizations, loyalty clubs, library, gym, etc. Most of these organizations would do with a simple phone call.
An experienced name change agency will provide a personalized Name Change Checklist based on the organizations or institutions you wish to notify about the change of name. Through their experience and networks, they simplify the process for you at a very reasonable fee.
You have an option of getting a name change kit or assistance from a professional agent. You may also opt to complete the complicated process on your own. This might appear like an easier option but you have to set aside time and resources to drive around and line up in offices with complex procedures. An agent completes the process on your behalf, allowing you to relax and concentrate on settling or building your marriage.
Here is a simplified Name Change Checklist to make the process easier and fast. There are offices where you can change the name over the phone. Other offices require you to appear in person. For some, the name and address are changed directly from the system. For others, you have to fill forms from where the officer in charge makes amendments on your personal details.
- Obtained a Certified Copy of Your Marriage Certificate
The law requires you to obtain a certified copy- not copies- of your marriage certificate. The copy is obtained from the office where you filed or got your marriage certificate. Since the certificate might not be returned to you, you should obtain several copies. The certificate can be mailed to you on request. You will be required to pay for the copies and mailing if that is your option. Getting more than one copy allows you to initiate a similar name change process with other institutions. This will speed up the entire process.
- Start With the Social Security Administration Office
This is regarded as the official government record. Other institutions and organizations within government and beyond obtain their data from here. This is the office where the names and details on your ID documents will be changed. Details on tax obligation files and retirement benefits accounts will also be changed here. If there is a discrepancy between the names you provide and that available on the Social security records, your returns will be declined. Financial institutions also depend on the Social Security card for their financial dealings. The office requires you to fill Form SS-5 in order to obtain a new card.
- Visit the Department of Motor Vehicle
Changing your name on the identification card and Driver’s license allows you to change names on other platforms like banks, insurance and other financial institutions. You should also take the advantage of changing names on vehicle ownership papers. The department will also facilitate name change on the voter’s register. Each state follows a different set of rules and procedures. To avoid unnecessary hustle, enlist the services of an experienced agency to spearhead your name change process. Updating your name on the Social security card and Driver’s license gives you the freedom to change on other platforms like bank institutions, insurance, medical records, etc.
- Financial Institutions and Banks
Banks and insurance or investment institutions require proof of identity before transacting. If the name on your ID differs with what is on their systems, they will be hesitant to serve you. This could cause delays and unnecessary suspicion. You could even be accused of identity theft. To avoid such complications, visit your bank, mortgage or lease company, investment account, Sacco, credit card provider, etc to have personal details changed. This gives you the freedom to access money and transact without suspicion.
- Social Organizations
The records in social organizations are not too sensitive. However, they may also be problematic if discrepancies appear. Change names on all legal documents, veterinary office, your doctor or health service clinic, clubs, alumni organizations, loyalty clubs, library, gym, etc. Most of these organizations would do with a simple phone call.
An experienced name change agency will provide a personalized Name Change Checklist based on the organizations or institutions you wish to notify about the change of name. Through their experience and networks, they simplify the process for you at a very reasonable fee.
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