What is required to change a name on an account?

OLB Instructions

CX must provide and request the following information:

Color copy of valid government-issued ID

Marriage Certificate or Court Document with the new name

Secure Message Template: Demographic Change: Change of Name – Documents Needed (OLB Instructions)

Email Instructions

CX must provide and request the following information:

Provide the client with the Account Maintenance form

Color copy of valid government-issued ID

Marriage Certificate or Court Document with the new name

Email Template: Demographic Change: Change of Name – Documents Needed (Email Request)