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Name Change Checklist – 1, 2, 3 !

This is a simple task if you follow the three steps below. Doing it in that order makes or breaks the whole deal!

Check out the name changing policies in your state for changing your name after you are married. Policies vary from state to state. Typically, you cannot proceed without the Certificate of Marriage. You can only apply for it after your officiant and witnesses sign your Marriage License. Send off for the Certificate of Marriage ASAP.

  • Do first:         Social Security (SS 5 Form Needed, Need Original or Certified Marriage Certificate)
  • Do second:   Driver’s license
  • Do third:       Bank accounts

Here is an alphabetical checklist of other agencies and institutions to notify when you officially change your name:

  • Auto insurance
  • Billing accounts, such as utilities, mortgage, etc.
  • Car registration
  • Credit cards
  • Dentist
  • Doctors
  • Homeowners/Renters Insurance
  • IRA accounts
  • Internet Revenue Service
  • Leases
  • Life insurance
  • Loans
  • Medical Insurance
  • Other insurance
  • Passport (DSP19 Form Needed)
  • Pension plan records
  • Post office
  • Property titles
  • Safety deposit box
  • Stocks and bonds
  • Subscriptions
  • Telephone listing
  • University
  • Voter registration
  • Wills/trusts

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