Charles Schwab

Banking Name Change Procedure

Updating your name with Charles Schwab? Just complete the name change form provided in your kit, attach the listed documents, and send it all back using the Easy Name Change mailing slip. If you prefer, log in to your Charles Schwab Bank account and send a secure message. Follow the prompts to upload the completed form and your proof documents as an attachment. Alternatively, lodge it in person at your nearest branch with your proof documents.

See how much time we can save you!

1 Select companies   2 Complete forms  3 Sign & send!

Easy Name Change saves customers an average of 8 hours changing names. Get personalized and ready to send name change forms, letters and emails for all the necessary companies. In many cases, you can simply attach the proof documents listed and then send them!

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