Name changes

Requirements vary when changing a name on an account, depending on whose name is changing and the account type.

Account owner, trustee or custodian name changes

To update your name on most account types:

1. Complete the Name Change Request (PDF). You must do one of the following:
   • Have your former and new name validated in section 2 of the form
   • Provide a legal name change document (e.g. marriage certificate, divorce decree, legal name change certificate)
      
2. Send us the completed form and, if applicable, a copy of the name change document, via one of the following:
   • Uploaded through Submit Documents
   • Faxed with the form to (888) 421-4351
   • Mailed with the form to the service center in your region
      

To update your name on the following account types:

ABLEAmerica

• Contact us for additional information
   

401(k) and other employer-sponsored retirement plans

• Contact your employer for additional information
   

Beneficiary name changes

To update your beneficiary's name on the following account types:

Traditional, Roth, SIMPLE and SEP IRAs

• Beneficiaries can be viewed and updated online or by completing the IRA Beneficiary Change form (PDF)
   

Individual and joint Transfer on Death (TOD) accounts

• Beneficiaries can be viewed and updated online or by completing the Transfer on death (TOD) Registration Request (PDF)