How to Change Your Name on Bank and Financial Accounts
Each bank, credit card, and brokerage sets its own process, but all require your updated government ID plus a certified name-change document. Do this after your driver's license and Social Security are updated. Most banks ask you to visit a branch or upload documents online; there is usually no fee.
Step by step
- 1
Finish updating Social Security and your driver's license first so your new ID matches.
- 2
Contact each bank, credit-card issuer, and brokerage — many let you upload documents online; some require a branch visit.
- 3
Provide your updated ID and a certified name-change document.
- 4
Order new checks and cards in your new name once each account is updated.
What you'll need
- ✓Your updated driver's license or state ID showing the new name
- ✓A certified name-change document (marriage certificate or court order)
- ✓Existing account details for each institution
Official links
Where this fits in your checklist
Update financial accounts after your Social Security and driver's license, because banks verify against your government ID and your updated Social Security record.
Banks & Financial Accounts name change: FAQ
Should I change my name at the bank before or after the DMV?
Federal facts verified July 16, 2026. Sources · Methodology.