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)
