Get the free Name-Owner Change form - State Securities Corporation

ADMINISTRATIVE OFFICE 11825 N. Pennsylvania St. Carmel, IN 46032 (800) 525-7662 q Costco Life Insurance Company q Costco Life Insurance Company of Texas POLICY SERVICE APPLICATION OWNERSHIP Policy

How to fill out name-owner change form

How to Fill out Name-Owner Change Form:

1. Obtain the Form: The first step is to locate and obtain the name-owner change form. This form can usually be found on the official website of the organization or entity that requires the change.
2. Read the Instructions: It is important to carefully read and understand the instructions provided with the form. The instructions will guide you on how to properly fill out the form and what information is required.
3. Personal Information: Start by filling out your personal information, which may include your full name, address, contact details, and any other relevant details as instructed.
4. Current Owner Details: Provide the current owner's information, such as their full name, address, and any other requested details. This is important to establish the existing ownership details.
5. New Owner Details: Next, provide the information of the new owner. Include their full name, address, contact information, and any other necessary details. This information confirms the change in ownership.
6. Supporting Documents: Some name-owner change forms might require supporting documents to be attached. These documents may include proof of identification for both the current and new owners, legal agreements, or other relevant paperwork. Ensure that you have all the necessary documents before proceeding.
7. Signature: Sign and date the form as required. Make sure to carefully review the form for any errors or missing information before signing.

Who Needs a Name-Owner Change Form?

A name-owner change form is typically needed in the following situations:

1. Business Name Change: If the ownership of a business changes, whether it's a sole proprietorship or a partnership, a name-owner change form may need to be filled out to update the legal records with the new owner's information.
2. Property Ownership Change: When a property changes ownership, such as during a sale or transfer, a name-owner change form may be required to notify the relevant authorities and update the records with the new owner's details.
3. Vehicle Ownership Transfer: When a vehicle is sold or ownership is transferred, a name-owner change form is usually necessary to update the vehicle registration documents and records with the new owner's information.
4. Financial Account Ownership Change: If there is a change in ownership of a financial account, such as a bank account, investment account, or credit card account, a name-owner change form may be needed to update the account records with the new owner's details.

It's important to note that the specific circumstances and requirements for a name-owner change form can vary depending on the organization or entity involved. It is always recommended to consult the relevant authority or refer to their guidelines for accurate and complete information.

For pdfFiller’s FAQs

What is name-owner change form?

The name-owner change form is a document used to update the name of the owner of a particular entity or asset.

Who is required to file name-owner change form?

Any individual or entity that has undergone a change in ownership and wishes to update the information must file the name-owner change form.

How to fill out name-owner change form?

The name-owner change form can typically be filled out online or in person by providing the necessary details about the old and new owner.

What is the purpose of name-owner change form?

The purpose of the name-owner change form is to officially document and recognize a change in ownership for a particular entity or asset.

What information must be reported on name-owner change form?

The name-owner change form typically requires information such as the old owner's name, the new owner's name, the reason for the change in ownership, and any supporting documentation.

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