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Changing the Name on Your Account Registration

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You can update your name on an account registration by completing the notification of legal name change form. Follow the instructions on the form, sign using both former and new names, and have each signature guaranteed. A signature guarantee may be obtained from a bank, savings and loan association, trust company, credit union, broker/dealer or other eligible guarantor institution.

A signature guarantee is not required if you provide a photocopy of the court document authorizing the name change with the request. If the name change is due to marriage, a photocopy of the document evidencing the marriage issued by the appropriate city, county or state government body is acceptable. A document issued by a church or other entity is not acceptable.

All shares in certificate form must be returned so we can process your name change.

For shares in a money fund. If your fund account is a money fund with check writing privileges, you’ll also need to complete a new account application in your new name.

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