1 / 12

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.<br>

hitchswitch
Download Presentation

Name Change Checklist For Alleviating Post-Marriage Hassles

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Name Change Checklist For Alleviating Post-Marriage Hassles

  2. 6-Step Checklist for your Name Change • Seek certified copies of the marriage license; it will make the overall process easier. • Begin with the name change formalities pertaining to the Social Security Administration. • 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.

  3. Seeking Help? 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.

  4. 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."

  5. 2. The Social Security Administration –that's where you need to begin 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 forth.

  6. 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 force.

  7. 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.

  8. 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.

  9. Once you have finished with your name change checklist, you need to contact some other people and institutions too. These include: • 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. • Utilities. • Manager of investment accounts. • Alumni association. • Voter registration board, and so forth.

  10. 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.

  11. This post was originally published on : http://www.articlesbase.com/law-articles/name-change-checklist-for-alleviating-post-marriage-hassles-7345138.html

  12. Contact Us 70 West 93rd St., 31st Floor New York, NY 10025 1 (844) NEW-NAME https://www.hitchswitch.com/

More Related