Name Change Kit (Page 3 of 6) in pdf

Name Change Kit Page 3

Florida Dream Wedding /

NAME CHANGE CHECKLIST

Use this checklist to keep track of records you have changed concerning your

new name.

Banking & Financial Records

❑ All Checking and all Savings Accounts

❑ Investment Accounts (i.e. mutual funds, stock brokerage)

❑ Retirement Accounts (i.e. 401K, IRA, Deferred Compensation)

❑ All Vehicle Loans or Lease Companies

❑ All Credit Cards

❑ All Department Store Accounts

❑ Reward Programs (i.e. frequent flyer or frequent stay programs)

Government Agencies

❑ Social Security Card – The Social Security Department will automatically forward

your name change to the IRS and your State Department of franchise (For your state

taxes if applicable). It is not necessary to contact these two agencies.

❑ Department of Motor Vehicles – Change your Driver’s license, vehicle title

registration and state identification card if applicable

❑ Voter Registration – Can be changed at most DMV locations when you change your

license

❑ Change your current Passport records – if applicable through the United States

Passport Agency

Household Records

❑ Change of Address with Post Office

❑ Mortgage Company or Landlord

❑ Homeowner Associations, Association Dues, any other Management Company

❑ All Utility companies – power, gas, water, garbage, phone, cable, internet

Name Change Kit Page 3