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Change of Client Name ABN 32 087 651 278 ADSL×ACL 246648 To be completed by a client who intends to be commonly know by a new name, and wishes to use the new name to maintain an account at Heritage
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How to fill out change of client name:

01
Locate the official form for changing client name. This can usually be found on the website of the relevant organization or institution.
02
Fill in the required personal information: Provide the current client name, the new desired client name, and any additional details that may be requested (e.g., reason for the name change).
03
Gather supporting documentation: Depending on the requirements, you might need to provide supporting documents such as a marriage certificate, court order, or government-issued identification.
04
Attach the necessary documents: Make sure to include all the required supporting documentation along with the completed form.
05
Review and double-check: Before submitting the form, carefully review all the information provided to ensure accuracy and completeness.
06
Submit the form: Follow the instructions on the form to submit it. This may involve mailing it to a specific address or submitting it online through a designated portal.

Who needs change of client name:

01
Individuals who have recently gotten married and want to take their partner's last name.
02
Divorced individuals who wish to revert to their maiden name or any other name they previously had.
03
Transgender individuals who have legally changed their gender and seek to update their name accordingly.
04
Individuals who have legally changed their name for any other reason, such as personal preference or cultural significance.
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Change of client name is a process of updating the name of a client in the records of an organization.
The client or their authorized representative is required to file the change of client name.
To fill out change of client name, the client or their authorized representative must submit a formal request along with supporting documentation to the organization.
The purpose of change of client name is to ensure that the organization's records accurately reflect the current name of the client.
The information reported on change of client name may include the old name, new name, reason for the name change, and any legal documentation supporting the change.
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