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Changing your address
Updating paperwork and handling name changes
 
Return to articles index | Your financial future | The marriage license
 

   Long before the bride and groom leave on their honeymoon, the paperwork needed to recognize the new alliance must be updated. Most organizations that send monthly, bi-monthly or quarterly bills or statements, such as utilities, banks and credit cards, include a change-of-address section. Just fill it out and send it back with your regular payment.
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   This checklist should help.
  • Bank accounts
  • Credit cards
  • Brokerage and mutual fund accounts
  • IRA or 401(k) retirement accounts
  • Doctor and dental records
  • Auto registration
  • Driver's license
  • Insurance policies
  • Memberships (sororities/fraternities, civic clubs, professional associations, book or music clubs)
  • Magazine and newspaper subscriptions
  • Voter registration (be sure to change your address at least a month before the next election)
  • Post Office (ask for change-of-address cards and forwarding service)
   If name changes (including hyphenations) are to take place, be sure to change these records:
  • Social Security
  • Passport
  • Credit rating
  • Employment records (see your employer's human resources or personnel staff)
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