What information do you include in a name change letter?


Quick Answer

A name change letter or notice of name change includes your former name, identifying information such as a bank account or credit card number, insurance policy number, postal delivery address or other service affected by the change, and your new name, says Rocket Lawyer. Enclose a copy of the legal name change document — court order, marriage certificate, divorce or adoption decree — with your correspondence.

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Full Answer

Notify friends and family informally, but send written notice to your banks, credit card companies and insurance providers, financial advisers, utility, cable and phone companies, the post office and your landlord, if you rent. The Social Security Administration requires original or certified copies of legal name change documents to keep your identification current for IRS and state taxes.

In addition, you should change your passport and drivers license, notify children’s schools, guardians and medical insurance providers, and alert membership organizations, such as clubs, museum memberships and alumnae associations, to name a few. Some organizations require specific forms to be filled in, as well as legal documentation of a change. Virginia Tech's university registrar, for example, asks for notarized legal name change documents as well as a student identification number and the student's dates of attendance.

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