Name Change Checklist For Alleviating Post-Marriage Hassles

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Name Change Checklist For Alleviating
Post-Marriage Hassles
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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.
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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.
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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."
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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.
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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.
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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.
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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.
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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.
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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.
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