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Get the free Certification of Legal Name - tiaa-cref

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This form is used to certify legal names for brokerage account ownership and allow individuals to specify all names they are known by for account registration purposes.
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How to fill out certification of legal name

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How to fill out Certification of Legal Name

01
Obtain the Certification of Legal Name form from the relevant authority or website.
02
Fill in your current legal name in the designated section.
03
Provide any previous names if applicable, along with the dates during which you used those names.
04
Include your date of birth and any other identifying information required.
05
Sign and date the document in the specified area.
06
Attach any necessary supporting documents, such as identification or proof of name change.
07
Submit the completed form and any attachments to the appropriate office as indicated in the instructions.

Who needs Certification of Legal Name?

01
Individuals who have changed their name and require official recognition of their legal name.
02
People applying for legal documents, such as passports or driver's licenses, that require proof of identification.
03
Court systems or other legal entities that need verification of an individual's identity.
04
Individuals needing to correct their name records with government agencies or financial institutions.
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I, FULL LEGAL NAME, hereby certify that I translated the attached document from LANGUAGE into English and that, to the best of my ability, it is a true and correct translation.
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Certification of Legal Name is a legal document that verifies and certifies an individual's or entity's official name as recognized by government authorities.
Individuals or entities that have undergone a name change or need to affirm their legal name for official purposes are required to file a Certification of Legal Name.
To fill out a Certification of Legal Name, one needs to provide personal details, such as the current legal name, any previous names, date of birth, and supporting documentation that verifies the name change.
The purpose of Certification of Legal Name is to provide a standardized proof of an individual's or entity's legal name to facilitate processes such as banking, legal transactions, or identification.
The information that must be reported includes the individual's or entity's full legal name, previous names (if any), date of birth, contact information, and any required identification documents.
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