Legal Document Checklist
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Legal Tasks |
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Change bank account names |
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Send out Change of Address Cards
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Change wills and insurance policies |
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Change beneficiary information on retirement plans and investments |
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Verify life insurance amounts and change beneficiary
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Change health and dental insurance plan information
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Change car insurance and registration information
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Request new Social Security card |
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Change driver's license name |
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Add name to utility bills |
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Change passport name |
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Re-register to vote |
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Change property title / mortgage name |
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Change tax records with your employer and accountant
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Change credit card information
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Change club membership information
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Change business cards & stationary
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Change computer records & directories
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Change magazine, catalog, subscriptions
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Change school records (high school, college)
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