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What is Name Change Form

The Change of Name Request Form is a personal legal document used by account owners to request a change of name on a Nationwide Funds account.

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Who needs Name Change Form?

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Name Change Form is needed by:

Account owners with a name change
Joint account owners needing to update information
Individuals requiring a medallion signature guarantee
Residents of Ohio updating their financial records
Clients of Nationwide Funds needing to correct their names
Anyone involved in legal or financial documentation changes

Comprehensive Guide to Name Change Form

What is the Change of Name Request Form?

The Change of Name Request Form is designed to facilitate the process of changing the name associated with a Nationwide Funds account. This form is essential for ensuring the accuracy of record-keeping within financial institutions. It is important to note that both the account owner and joint owner are required to provide their signatures on the form to validate the name change.

Purpose and Benefits of the Change of Name Request Form

Submitting the Change of Name Request Form serves several critical purposes:

It provides a formal request to update names on financial accounts, ensuring legal validity.
Utilizing this form streamlines the process of updating personal information with financial institutions.
This form simplifies administrative tasks, promoting efficiency in managing your accounts.

Ultimately, the benefit of this name change form lies in its ability to maintain accurate records and comply with institutional requirements.

Eligibility Criteria for the Change of Name Request Form

Only specific individuals may submit the Change of Name Request Form:

The account owner must submit this form to initiate the name change.
Joint owners are also eligible but must provide their consent and signature.

Additionally, certain age and identification requirements must be met, which can vary by state. In Ohio, it is crucial to adhere to any specific conditions applicable to name changes.

How to Fill Out the Change of Name Request Form Online

Completing the Change of Name Request Form online is straightforward. Follow these steps to ensure accuracy:

Access the form through pdfFiller.
Prepare necessary information, including your former name, date of birth, and Social Security number.
Complete each field carefully, ensuring all required information is provided.

This online process saves time and eliminates the hassle of paperwork, making it easier to submit your name change request.

Field-by-Field Instructions for the Change of Name Request Form

When completing the Change of Name Request Form, pay particular attention to the following fields:

Former name: Provide your legal name prior to the change.
Signatures: Both account owners must sign the form.

To avoid common errors, double-check your entries and refer to examples of acceptable responses in each field.

How to Sign the Change of Name Request Form

The signature requirements for the Change of Name Request Form include:

Both the account owner and joint owner must provide their signatures.
A medallion signature guarantee may be necessary to authenticate the signatures, particularly for significant account changes.

It is important to verify whether a digital signature is acceptable or if a physical (wet) signature is required for submission.

Submission Methods for the Change of Name Request Form

Once completed, there are various methods to submit the Change of Name Request Form:

Mail the form to the specified address, such as Aberdeen Funds in Columbus, Ohio.
Check if there are options for electronic submission, if available.

Consider tracking your submission if methods are available to ensure it reaches the institution promptly.

Understanding the Timeline for Processing the Change of Name Request Form

After submitting the Change of Name Request Form, the expected review period typically spans a few business days. If you submit the form late, it may delay the name change process. To stay informed, users can check their application status through the institution’s available resources.

Common Errors and How to Avoid Them

During the process of filling out the form, users often make several common mistakes:

Forgetting to sign the form or include the co-owner's signature.
Providing incorrect or incomplete information in any of the required fields.

Utilizing pdfFiller’s editing tools can help address these issues and minimize errors during submission.

Secure and Convenient Name Change with pdfFiller

Using pdfFiller for completing the Change of Name Request Form offers several advantages:

The platform employs advanced security features, ensuring safe handling of sensitive documents.
pdfFiller streamlines the process by providing a user-friendly interface for form completion.

By leveraging pdfFiller, users benefit from a secure and efficient experience while processing their name change requests.

Last updated on Mar 24, 2016

How to fill out the Name Change Form

1.

To access the form on pdfFiller, start by visiting the pdfFiller website and using the search bar to type 'Change of Name Request Form'. Click on the correct form from the search results to open it.
2.

Once the form loads, familiarize yourself with the interactive fields available. Click on each field to activate it and start entering your information, such as your former name and date of birth.
3.

Before starting to fill out the form, gather all necessary information and documents, including your social security number and any previous names. This will streamline the process and ensure accuracy.
4.

As you complete the form, make sure to carefully review each entry for any typographical errors or omissions. It’s important that all information is accurate, especially your signatures.
5.

When you have completed the form, take a moment to review the entire document. Ensure that every fillable field is completed and all signatures are added where required.
6.

To save your completed form, click the 'Save' button typically located in the upper right corner. You can also choose to download the form for your records or print it out if needed.
7.

Finally, if you wish to submit the form electronically, check if there’s a 'Submit' option available on pdfFiller. If submission is solely through mail, follow the provided mailing instructions to send it to Aberdeen Funds in Columbus, Ohio.

FAQs

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Who is eligible to submit the Change of Name Request Form?

Any account owner or joint owner of a Nationwide Funds account who has legally changed their name is eligible to submit this form.

Are there any deadlines for submitting the form?

While there are no specific deadlines associated with the Change of Name Request Form, timely submission is recommended to ensure your account reflects your new name as soon as possible.

How do I submit the Change of Name Request Form?

The form can be submitted by mailing it directly to Aberdeen Funds in Columbus, Ohio. Ensure you follow any specific instructions provided in the form regarding submission.

What supporting documents are required with the form?

Generally, you will need to provide a medallion signature guarantee along with the completed form and possibly a copy of your legal name change document to verify your name change.

What are common mistakes to avoid when completing the form?

Common mistakes include leaving fields incomplete, incorrect or inconsistent signatures, and not including the required medallion signature guarantee. Thoroughly review the form before submission.

How long does it take to process the Change of Name Request Form?

Processing times may vary; however, expect a few weeks for the request to be processed and updated in the Nationwide Funds system after the form is submitted.

What should I do if I encounter issues with the form?

If you experience any difficulties while filling out the form, consult customer service at Nationwide Funds for guidance or assistance with any specific concerns.