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Estate Planning Profile Date: YOUR INFORMATION Your legal name Nickname Residence street address Date of birth Age City, State & ZIP Home phone # Cell phone # Home Email address County of residence

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How to fill out your legal name

How to fill out your legal name:

01

Start by writing your full legal name as it appears on your official identification documents.

02

Ensure that you use the correct spelling and format, including any middle names or initials.

03

Use capital letters for the first letter of each name and lowercase letters for the rest.

04

If you have changed your name, include any legal documents such as marriage certificates or court orders to support the change.

05

Avoid using nicknames or any other variations of your name. Stick to the name that is recognized on your official documents.

Who needs your legal name:

01

Government agencies: When dealing with government agencies such as the Social Security Administration, Internal Revenue Service, or Department of Motor Vehicles, your legal name is required for various purposes like identification, tax filings, and issuance of official documents.

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Financial institutions: Banks, credit unions, and other financial institutions require your legal name for account openings, loans, and other financial transactions.

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Educational institutions: Schools, colleges, and universities need your legal name for enrollment, official transcripts, diplomas, and other academic records.

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Employers: Your legal name is essential for employment purposes such as background checks, payroll, tax reporting, and official documentation.

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Legal matters: Attorneys, courts, and other legal entities require your legal name for legal proceedings, contracts, and official documentation.

Note: Always ensure to provide accurate and up-to-date legal name information to avoid any complications or issues in various aspects of your life.

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What is your legal name?

My legal name is *insert name here*.

Who is required to file your legal name?

I am required to file my legal name.

How to fill out your legal name?

To fill out my legal name, I need to provide my full name as it appears on official documents.

What is the purpose of your legal name?

The purpose of my legal name is to uniquely identify me in legal and official matters.

What information must be reported on your legal name?

The information reported on my legal name includes my first name, middle name (if any), and last name.

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