Who do I need to send a name change letter to?
Anyone holding an account, a policy, or a payroll record in your former name. You list them; the kit writes a separate letter to each one.
Notification letters
Who to notify, what the letters say, and how to send them.
What do the notification letters actually say?
That your legal name has changed, what it changed from and to, what is enclosed as evidence, and what you want the organization to change. It includes a reference only if you gave one and leaves the date blank for you.
How do I send the notification letters?
Print, fill in the date, sign, add the enclosures the letter lists, and mail each one to the organization when you reach its step in the checklist.
Which accounts do people forget to update?
The ones with no deadline attached — beneficiaries, loyalty programs, the half of payroll that was not updated, and every subscription billing a card in a name that no longer matches.
What if a company has its own name change form?
Fill in theirs. The letter is what opens the request; if the organization answers with a form of its own, the letter has done its job.
Do the letters include my account numbers?
Only a reference you chose to give us. Leave it blank and the letter asks them to locate your records under your former name and the address at the top. A bank’s letter may mention that your account number is not included, an insurer’s your policy number; for an “Other” organization the letter names no kind of number at all.