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  1. Instructions and How-Tos

Account Name Change Information

over 1 year ago | Article no. 5182
 

Introduction

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