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What is Name Change
The Name Change Form is a legal document used by account owners to update their name on financial accounts in Pennsylvania.
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Who needs Name Change?
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Name Change is needed by:
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Account owners wishing to change their name for financial accounts
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Joint owners needing to update their name information
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Individuals requiring notarization for their name changes
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Customers of financial institutions in Pennsylvania
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Those needing to change names after marriage or court orders
How to fill out the Name Change
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1.To access the Name Change Form on pdfFiller, visit the website and log into your account or create a new one if necessary.
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2.Use the search bar to find the Name Change Form and click 'Open' to begin filling it out.
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3.Gather your necessary information beforehand, such as your former name, new name, account numbers, marriage certificate, or court order.
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4.Navigate through the fillable fields on pdfFiller by clicking on each box to enter your information clearly and accurately.
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5.Ensure to complete all required fields, including the sections for banking information and tax certifications.
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6.Once you have filled in all information, review the document carefully for any errors or omissions.
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7.Check that all authorized signers have provided their signatures in the designated areas.
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8.After finalizing the form, click the 'Save' button to preserve your progress.
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9.You can also select the option to download the form as a PDF or submit it directly through pdfFiller if applicable.
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10.Lastly, remember to print and notarize the form if required before submitting it to your bank or financial institution.
Who is eligible to fill out the Name Change Form?
Account owners and joint owners who need to update their names on financial accounts in Pennsylvania are eligible to fill out the Name Change Form.
What supporting documents are needed?
You will need to provide supporting documentation such as a marriage certificate or court order, along with your former and new names.
Is notarization required for the Name Change Form?
Yes, the Name Change Form must be signed by all authorized signers and notarized to be valid.
How do I submit the completed Name Change Form?
You can submit the completed form either by hand to your financial institution or by using pdfFiller's submission options if available.
What common mistakes should I avoid?
Common mistakes include leaving fields incomplete, failing to notarize the form, or not using the correct former and new names as per legal documents.
How long does it take for my name change to be processed?
Processing times can vary by institution, but expect it to take a few business days to a few weeks after submission to officially reflect the change.
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