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I think that it is best to err on the side of being too formal. I tend to ask after I refer to their name for the first time: “It's so nice to talk with you, Dr.
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What is name you prefer to?
The name I prefer to is Jane.
Who is required to file name you prefer to?
Individuals who want to update their preferred name must file for it.
How to fill out name you prefer to?
You can fill out the form online or submit a paper application with the necessary documentation.
What is the purpose of name you prefer to?
The purpose of updating your preferred name is to ensure accurate identification and record-keeping.
What information must be reported on name you prefer to?
You must report your current legal name, the preferred name you wish to use, and a reason for the change.
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