Name changes typically occur when an individual gets married or divorced. Whatever the reason is for the change, your Conshohocken name change lawyer knows it is important to implement that change by following a few steps after the change occurs. The process may seem tedious, but the steps are necessary, both from a personal and legal standpoint.

It is important for individuals to keep in mind they will need to inform a number of government agencies, insurance companies and financial institutions of the name change. Simply put: The same people you would advise of an address change will likely need to know of your name change.

The following steps are provided as a guide for those who have recently changed their names. Those with questions or concerns are encouraged to speak with a Conshohocken lawyer as soon as possible.

Step 1: Obtain Certified Copies of the Marriage License

The first thing you will need to do is get a few certified copies (not simple photocopies) of your marriage license, as you will need at least one to provide to government agencies.

Step 2: Contact the Social Security Administration

It is crucial to begin the process by contacting this agency because they will need to have your accurate name and ID number for retirement benefits and payroll tax withholdings. If your name and Social Security number do not match, your tax return could be rejected.

Additionally, obtaining a new Social Security card will assist you with changing your name at financial institutions and other places. To get a new card, you will need to fill out Form SS-5 and file it with your local Social Security office.

Step 3: Update Your Driver’s License

When you visit the Department of Motor Vehicles, you should not only update your license or ID card with your new information, but also request to update your vehicle registration/title and voter registration information at the same time. Doing so should also make any name changes made thereafter occur with greater ease.

Step 4: Tell Your Employer

Advising your employer of a recent name change is crucial, as it is important to have your benefits and paychecks reflect your accurate name. This is also a good time to review your insurance coverage and beneficiaries, particularly since you may have obtained a number of new family members you may want to include as beneficiaries. Also review your tax withholdings and make changes as needed.

Step 5: Contact the Bank and Your Creditors

You may be asked to come in person to change your name with your bank or credit union, as they will likely want to see you and your updated driver’s license before changing the name on your account.

Further, you should advise your creditors about your name change, otherwise, you will not have a credit file under your married name, which could be problematic when going through a credit check to obtain financing. Once your creditors are notified, they will provide that information to each of the credit reporting agencies.

This list is just the beginning of what individuals should do to implement their name change. For more information or for help with getting your name changed, call Obermayer Rebmann Maxwell & Hippel LLP at (610) 825-3634 or use our online contact form.