Marital Name Change - Checklist

Recently, one of my newlyweds asked for a list of all the places she needed to follow-up with regarding her name change.  Here's what I shared with her...first stop, your local Social Security Administration office.  Even the IRS suggests this should be at the top of your list, click here for what the IRS has to say.  The Social Security Administration office will ask you to complete Form SS-5 and you'll need a certified copy of your marriage license as proof.

Listed below, in no particular order, are other places where your new name will need to be updated:

• DMV
  
• Employer Records/HR-Benefits (including beneficiary info)
  
• Bank and other financial institutions where you do business (insurance company, brokerage firm, etc.)
  
• Creditors 
  
• Passport Office
  
• Post Office
  
• Professional licensing boards
• Voter registration