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Second Name Letter/ Name Change Form Investment Advisor (IA) Information (This portion to be completed by IA.) WHITE PINE INVESTMENT CO IA Firm Name (Please print.): 08699242 Great Lakes IA Master

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What is second name letter?

Second name letter is the letter that contains the second letter of an individual's last name.

Who is required to file second name letter?

Individuals who have legally changed their last name or who have a second name that they go by are required to file a second name letter.

How to fill out second name letter?

Second name letter can be filled out by providing the individual's full name, current last name, and second name.

What is the purpose of second name letter?

The purpose of second name letter is to officially document an individual's second name for legal and identification purposes.

What information must be reported on second name letter?

The information that must be reported on a second name letter includes the individual's full name, current last name, and second name.

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