SAFE Credit Union Name Change Procedure

Before you head into a SAFE Credit Union location to change names, there are a few things to take care of first. Save yourself a return trip with our pro-tips for your name change.

Get a name change kit. This is optional and, yes, you can totally manage this yourself. But it usually drags out for several weeks while you do all the research, gather the forms, write letters and wait in chat cues and phone menu mazes for the right information. Don’t cheap out and waste days! Our fully researched name change procedures and ready to send forms, letters and emails save you from many, many headaches.

GET NAME CHANGE KIT

Change names with the SSA. No matter what your story, all name changes start with the SSA name change form which is usually filed in person at a SSA location. Most people choose not to send the form by mail because they don’t want to post original identification documents.

Get updated photo ID. Head over to your DMV. If your state has a form then we provide it for you. We also explain supporting identification, duplicate fees and how to make an appointment, if applicable in your state.

SAFE credit union and other financial institutions. You need to front up in person. Yes, it’s a total pain, but you don’t want other people to change names on YOUR bank accounts! SAFE credit untion holds your money and can issue credit in your name, so it’s understandable that they want to check that you are really who you say you are. Take your original proof of name change and updated photo ID. The bank will arrange replacement checkbooks, ATM cards and credit or debit cards.

Send your Easy Name Change forms, letters and emails. From here there’s no special order. Send off all the notifications for insurance policies, utilities, travel rewards, professional associations and more. Our pre-completed notifications save you the most amount of time.

Places where name change notifications are not required. With fewer companies operating customer contact centres, you will have a few places where you need to log into your account and self-service your name change. We have detailed instructions for hundreds of online organizations. There’s probably a few places where you need to call too. It’s explained for each company in our personalized checklist.

See how much time we can save you!

1 Select companies   2 Complete forms  3 Sign & send!