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Changing the name on your bank account
By Bankrate.com
Congratulations on your marriage! Now the fun begins. No, we're
not talking about long walks on the beach; we' re talking about
your new last name.
If you've chosen to take your husband's name, you'd
better start letting people know, and this includes those involved
in your financial life. One of the first changes you'll no doubt
make is to your bank account.
The letter below shows just how easy it is to get
your new last name put on your account -- and new checks and ATM
card, too. If you have a savings account at the financial institution,
be sure that account is updated, too.
Personalize the letter below by entering your specifics
in the areas in red. You can print
out this Web page and make your changes by hand or copy the body
of the letter and paste it into a document where you can make your
changes on your PC.
If you prefer to see a .pdf version of the letter,
click
here.
Date
Name of bank
Street address
City, State, ZIP Code
Re: Request to change name on account number
Dear Sir or Madam:
I am a customer with bank name.
My account or accounts if you have several
is under my maiden name: Full pre-marriage
name. However, I have recently married and now am legally
known as: Full married name.
This letter is my formal request that you change your
records of the account listed below to reflect my new legal name.
In addition to my new name, your data should indicate my new address.
Below I have listed the pertinent information you can use to update
my bank account records:
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Pre-marriage information
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Married information
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Full maiden name
Social Security number
Account type
Account number
Old mailing address
City, State and ZIP Code
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New married name
Social Security number
Account type
Account number
New mailing address
City, State and ZIP Code
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In addition to changing the information on my accounts,
please issue me a new ATM card and checks in my new name.
If you have any questions about these changes, you
can contact me by mail at my new address or by telephone at work
phone number during business hours.
I am enclosing a copy of my marriage license. This
will verify my name change and ensure accurate spelling on my updated
bank records, ATM card and checks.
Thank you for your prompt attention to my request.
Your Signature
Your Typed Name
Your Address
City, State and ZIP Code
Enclosure: marriage license (copy)
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