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NAME AND/OR ADDRESS CHANGE FORM (Name of Retirement Plan) (Please print:) (1) NAME New Name: Prior Name: Note: (2) If name change is owing to a change in marital status, please complete a new Beneficiary

How to fill out name andor address change

How to Fill out Name and/or Address Change:

1. Start by obtaining the necessary forms: Contact the appropriate organization or institution that requires the name and/or address change, such as your employer, bank, or government agency. They will provide you with the specific forms needed.
2. Read the instructions carefully: Once you have the forms, carefully review the instructions provided. Pay attention to any specific requirements or documents that need to be included.
3. Fill out the personal information section: Begin by providing your current name and address. If you are changing both, make sure to clearly indicate the new name and/or address.
4. Provide supporting documentation: In some cases, you may need to provide documentation to support your name and/or address change. This could include a marriage certificate, divorce decree, passport, utility bill, or other official documents. Refer to the instructions for the specific documents required.
5. Sign and date the form: Once you have completed all the necessary sections, ensure that you sign and date the form as required. Unsigned forms may be considered invalid.
6. Submit the form as instructed: Submit the completed form and any supporting documents as instructed by the organization or institution. This may involve mailing the form, submitting it online, or visiting a designated office in person.

Who Needs Name and/or Address Change:

1. Individuals who have recently gotten married or divorced: If you have changed your name due to marriage or divorce, you will need to update your name on various documents and with different organizations.
2. People who have moved to a new address: If you have moved recently, it is important to update your address with organizations such as your employer, bank, insurance provider, and government agencies. This ensures that important correspondence reaches you at the correct location.
3. Those who have legally changed their name: If you have formally changed your name through a legal process, you will need to update your name on all necessary documents and with relevant institutions.
4. Individuals who have had a change in contact information: If your contact information, such as phone number or email address, has changed, it is beneficial to update this information with relevant organizations to ensure smooth communication.

Remember, it is essential to promptly notify organizations and institutions about any name and/or address changes to avoid any potential complications or miscommunication.

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What is name and/or address change?

Name and/or address change refers to updating the information related to an individual's name or address in official records or documents.

Who is required to file name and/or address change?

Individuals who have changed their name or address are required to file a name and/or address change.

How to fill out name and/or address change?

Name and/or address change can usually be filled out by submitting a form provided by the relevant authority with the updated information.

What is the purpose of name and/or address change?

The purpose of name and/or address change is to ensure that official records and documents reflect an individual's current and accurate information.

What information must be reported on name and/or address change?

The information required to be reported on name and/or address change typically includes the old name/address, new name/address, and any supporting documentation.