Wedding Sites & Services Blog

Name Change Checklist

GOVERNMENT AGENCIES:

____ Social Security Administration

____ Department of Motor Vehicles - driver's license, car title and registration 

____ Voter Registration

____ US Passport

____ Post Office, if change of address

____ Military or Veteran Records

____ Public Assistance

____ Naturalization Papers

____ Any open court orders 

 

WORK AND EMPLOYMENT:

____ W-4 Form

____ Retirement Accounts

____ Health Insurance

____ Benefits (including Beneficiaries)

____ Email

____ ID Badge

____ Business Cards

____ Work Website / Contact Information

____ Unions

____ Professional Organizations

____ Professional Licenses

 

BANKS / FINANCIAL INSTITUTION:

____ Checking accounts, checks, and bank cards 

____ Savings account, money market accounts, CDs

____ Investment accounts, including IRAs and 401ks 

____ Credit Cards

____ Assets such as property titles, deeds, trusts

____ Debts such as mortgages, personal loans, auto or school loans

____ Insurance Policies such as life, disability 

 

HOME:

____ Homeowners or renters insurance

____ Homeowners association or management company 

____ Property Tax department / Tax assessor

____ Gas

____ Water / sewer

____ Phone

____ Electric

____ Internet

____ Cable 

____ Auto Insurance 

 

MEDICAL:

____ Doctor

____ Dentist

____ Ob-Gyn

____ Therapists

____ Counselors

____ Eye Doctor

____ Pharmacy

____ Veterinarian, Micro Chip Company 

 

PERSONAL:

____ Email Accounts 

____ School / School Records / Alumni Associations 

____ Groups / Associations / Organizations

____ Subscriptions

____ Airline Miles Programs 

____ Loyalty Clubs

____ Toll Road Accounts

____ Voicemail

____ Gym Membership

____ Church / Religious Organizations 

 

OTHER LEGAL DOCUMENTS:

____ Power of Attorney 

____ Will 

____ Trusts

 

SOCIAL MEDIA:

____ Facebook 

____ Twitter

____ Pinterest 

____ LinkedIn 

____ Instagram

____ Personal Blog or Website

blog comments powered by Disqus