Betterment Banking

Banking Name Change Procedure

If you are a Betterment customer and want to change your name, you can do it in a few simple steps.

  1. Send the Easy Name Change ready to forward email.
  2. Upload your updated photo ID and proof of name change document via the Secure File Drop, which is accessible from the Betterment website.

Our service provides ready to send forms, letters and emails for hundreds of companies. Simply choose which organizations you need to notify and we will provide personalized notifications. Simply attach the proof listed on each notification and send! You’ll save hours on hold, waiting to confirm addresses and learn what proof each company needs. For any companies that don’t allow name changes to be sent in writing, we’ll let you know what to do so you don’t waste time on hold.

See how much time we can save you!

1 Select companies   2 Complete forms  3 Sign & send!

Before you notify Betterment of your new name, you’ll need to update your name with the SSA and apply for a new photo ID. We provide the forms and filing procedures for all these companies. It’s important that your banks are the next organizations notified after you get your new photo ID as it can cause issues where you have checks in a different name from your ID. Once you’ve updated the SSA, photo ID and your banks there’s no special order to the rest. Simply send off your Easy Name Change notifications and be sure to read the instructions provided for each company.

GET STARTED

Ready to change your name now?