Charles Schwab (Banking) Name Change Procedure
If you hold a checking or savings account with Charles Schwab you should update your account information as soon as possible after your name change. You’ll experience issues when cashing checks in a name that is different from your account, so make your Charles Schwab account a priority.
Financial institutions such as Charles Schwab have a higher standard of proof to document your name change. That’s because they hold your funds and can allow access to credit. Generally, all banks ask for both your proof of name change (eg: marriage certificate or court order) as well as updated government photo ID. That means you should update the SSA first, followed by your state DMV and then your Charles Schwab account.
Easy Name Change helps by providing ready to send name change forms, letters and emails for all the necessary companies. Get the name change form for the SSA and your state DMV, if they have one. We also provide detailed filing instructions for 1,000 other organizations, including Charles Schwab, your credit card, utility provider, insurance company, phone and hundreds more! Where accepted, we also provide personalized notifications that you can just sign and send!
Click the ‘free preview’ button below to browse our database. Learn the exact process for Charles Schwab and get any corresponding forms. Like all banks, Charles Schwab also allows you to visit a branch in person with your original proof of name change and updated photo ID. Staff will witness your new signature and may take a copy of your updated identification.
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