It's important to begin by updating your name with the Social Security Administration (SSA) by filling out form Form SS-5, the application for a new social security card (can be done by mail or online). This step is foundational because your name officially and legally changes after it's updated with the SSA and the IRS, making it possible to change your name everywhere else. However, it's important to mention that even though your name is changed in the SSA's system, you'll still need to update it everywhere else to match.
"Once your name is updated with the SSA, other entities can reference it to confirm your new legal name," explains Colie. This sets the stage for the next steps in the name change process. After updating your name with the SSA, the following locations typically require attention:
IRS: Changing your name with SSA will update your name with the Internal Revenue Service, however, it's pertinent to note that you should wait about 10-14 days after you change your name with the SSA to file your tax return!
U.S. Passport: Apply for a new passport with your updated name. This usually requires submitting Form DS-11 along with supporting documents like your marriage certificate and current passport.
Driver's License: Complete the online application at DMV.ca.gov. Upon completion, make an appointment at the DMV. You will also need to bring your current license or ID, marriage certificate, proof of residency and, potentially, proof of name and date of birth. See the website for details.
Voter Registration: In California, you'll need to re-register to vote under your new name. Get started at RegisterToVote.ca.gov.
Vehicle Title & Registration: If you have the title, you can write or type you new name above the old name and fill out Section F of the REG 256 form. If you don’t have the title, you’ll need to fill out Section F of REG 256 and complete form 227, along with evidence of your vehicle’s ownership and be prepared to pay a fee. After completing your forms, bring them or mail them into the DMV (note: you’ll have to come in person if you do not have the current title). Get all the details of the process at DMV.ca.gov.
Professional Licenses and Certifications: If you hold any professional licenses or certifications, such as a nursing license or teaching certificate, notify the issuing authority of your name change.
Personal Accounts: Update your name with all personal accounts, including banks, credit unions, credit cards, investment accounts, frequent flyer programs and travel programs like TSA PreCheck and Global Entry.
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