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Name change checklist

After you get a legal name change by going to court, you will need to change your name in a lot of places. You may not need to do all of all of these. This is just to jog your memory.

Identity documents

  • Federal entitlement records
    • (US Social Security, Canada Pension Plan, etc.)
  • Federal tax records
    • (US Internal Revenue Service, Canada Revenue Agency, etc.)
  • Passport
  • Driver’s license
  • Government-issued state/provincial ID
  • Conscription records (US Selective Service, etc.)
  • Voter registration

Legal documents

  • Will
  • Power of attorney
  • Health directive
  • Living trust

Employment documents

At larger companies, human resources may help with these.

  • Nametag
  • Time cards
  • Employee records
  • Employee directory
  • Nameplate on desk or door
  • Name in client and customer records
  • Name with vendors and service providers

Financial documents

  • Bank accounts
  • Credit cards
  • Investment accounts (pension, 401K, etc.)
  • Utilities
    • Water /sewer
    • Sanitation
    • Electricity
    • Gas
    • Phone
    • Cable / Internet Service provider
  • Insurance
    • Vehicle
    • Home
    • Life
    • Medical
    • Dental
    • Other (earthquake, flood, etc.)
  • Vehicle title / registration
  • Vehicle loans
  • School loans

Health documents

  • Medical records
    • General practitioner
    • Specialists
    • Dentist
    • Hospitals and clinics
  • Pharmacy records
  • School records
  • Employer records
  • Paper checks
  • Mortgage or lease

Online accounts

  • Payment services (PayPal, Venmo, etc.)
  • Social networks
    • Messaging services (WhatsApp etc.)
    • Professional listings (LinkedIn, etc.)
    • Dating services (Tinder, etc.)
    • Video sites (YouTube etc.)
    • Microblogging services (Twitter, etc.)
    • Personal services (Facebook, etc.)
    • Photo sharing (Instagram, etc.)
    • Videoconferencing (Skype, etc.)
  • Email accounts
    • Header (name as it appears to to others)
    • Signature
  • Remind friends to update their contact info for you
  • Forums
  • Porn platforms
  • Commenting platforms (Gravatar, Disqus, etc.)
  • Apps

Memberships

  • Auto Club (AAA, etc.)
  • Library card
  • Alumni association
  • Gym / Fitness
  • Sports (Country club, etc.)
  • Hobbyist groups
  • Veterans associations (VFW, etc.)
  • Service organizations
    • General (Rotary Club, etc.)
    • Greek (fraternity, sorority, etc.)
    • Religious (YWCA, Knights of Columbus, etc.)
  • Social clubs (Soho House, etc.)
  • Activism (ACLU, NRA, etc.)

Loyalty Programs

  • Airlines
  • Restaurant / fast food
  • Grocers
  • Clothing
  • Rideshare (Uber, etc.)
  • Gas
  • Hotel
  • Pet store
  • Automotive
  • Home improvement
  • Vehicle rental
  • Office supply
  • Beauty
  • Sports / outdoors
  • Electronics
  • Entertainment
  • Retailers (Walmart, department stores, etc.)
  • Online retailers (Amazon Prime, etc.)

Subscriptions

  • News outlets
  • Magazines
  • Crowdfunding platforms (Patreon, etc.)
  • Video platforms (Netflix, etc.)
  • Clubs (book club, wine club, etc.)
  • Meal delivery
  • Charity subscriptions