THE NAME CHANGE TOOL KIT
[ FINANCIAL ORGANIZATIONS ]
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OFFICIAL FORM(S) REQUIRED:
• Notice of Client Name Change Letter (link below)
You will need to notify all the financial organizations you deal with: Credit Cards, Banks, Insurance Companies, Retirement Plans, Broker, etc. All that is usually needed is the Notice of Client Name Change Letter below. Be sure to include a copy of your marriage license. If they have additional forms they require then they will be on notice and forward them to you.
Click here for the Notice of Client Name Change Letter
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NAME CHANGE TOOL KIT