ChangeChecklist

Family lawyers, notaries and wedding planners

Name change intake

A handout for clients changing their name: which documents and accounts to update, and in what order.

Never write passwords, recovery codes, one-time codes, card numbers or account numbers on this form. Note where something is, not the secret itself.

Change your legal name

Same questions as the legal name plan, so the answers map straight onto a checklist.

About the change

  1. Why is your name changing?

    • [ ] Marriage or civil partnership
    • [ ] Divorce or separation
    • [ ] A legal name change (court order, deed poll or registration)
    • [ ] Something else

  2. Do you have the official document showing your new name?

    For example, a marriage certificate, divorce order or change of name certificate.

    • [ ] Yes, I have it
    • [ ] Not yet, it's in progress
    • [ ] I'm not sure what I need
Your records

  1. Which of these ID documents do you have?

    Pick all that apply.

    • [ ] Passport
    • [ ] Driver's licence or photo ID card
    • [ ] Health card
    • [ ] Permanent resident card, visa or residence permit

  2. Do you have international travel booked or coming up?

    [ ] Yes   [ ] No   [ ] Not sure

  3. Are you employed?

    [ ] Yes   [ ] No   [ ] Not sure

  4. Do you hold a professional licence or certification?

    [ ] Yes   [ ] No   [ ] Not sure

  5. Do you have a lease, mortgage or property in your name?

    [ ] Yes   [ ] No   [ ] Not sure

  6. Will you also change your email address to match?

    [ ] Yes   [ ] No   [ ] Not sure

Want clients to fill it in online instead? Embed the planner on your site.