What if my name has changed in recent years?
What to do
To successfully initiate a transfer, the name on both the source and destination accounts must match. If your name differs between accounts, we will first work with you to updated your outdated record. Depending on the provider, this may include
- Verifying your identity to the provider over the phone
- Providing evidence of your name change - such as a marriage certificate
- Filing out paperwork required by the provider
Processing the name change typically take 2-3 business days after all the required paperwork has been submitted. Once processed, we will get on a follow-on call with the provider to initiate the transfer. Some providers require a hold period of one to two weeks after a name change - Don’t worry! We will schedule accordingly.
The frequently asked questions, or FAQs, are intended to be helpful and to get you thinking in a more sophisticated manner about your account transfer and related issues. However, these are not meant for accounting, tax, finance, or legal advice, not intended to be exhaustive, and do not create any relationship or duty on our part to assist your particular situation. We offer no warranties on the accuracy or completeness of the information as there could be developments of any kinds, including, but not limited to, any changes in relevant laws and regulations.