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Changing the name on your bank account

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.

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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:

Pre-marriage information

Married information

Full maiden name
Social Security number
Account type
Account number
Old mailing address
City, State and ZIP Code

New married name
Social Security number
Account type
Account number
New mailing address
City, State and ZIP Code

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)

 

-- Posted: Oct. 23, 2003
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