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Account Name Change Information



Resolution Steps

  • Name Change on an existing, active account is permitted in the event of:
    • Marriage
    • Legal name change
    • Death of the account holder
    • Power of attorney

  • Requirements include:
    • Documentation that supports the name change
    • Responsibility for debit/credit balance and company owned equipment assigned to the account

  • Click on this link to access the name change form with easy-to-follow instructions


Internal Information

Commercial Agent Steps

Financial Agent Steps

Management Steps