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Get Second Name Letter 2020-2025
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How to fill out the Second Name Letter online
This guide provides a step-by-step approach to completing the Second Name Letter online, a document used for requesting name changes. Whether you are known by other names or seeking to update your records, this guide will assist you in filling out the form accurately.
Follow the steps to complete the Second Name Letter
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by providing your account holder information. Fill in your eight-digit Schwab account number(s) and your first, middle, and last names as they appear on your account. Ensure accuracy to avoid any processing delays.
- If you are known by other names, complete the 'Other Names' section with your previous first, middle, and last names. Include the corresponding signatures for each name as required.
- To request a name change, fill in the former name section with your previous name details and provide your new name in the 'New Name' section. Remember to attach verification documents such as a marriage certificate, divorce decree, or other certified court documents.
- Review the authorization statement and fill in your first, middle, and last names once again. Sign in the designated area as the account holder.
- Finally, enter the date in the specified format (mm/dd/yyyy) and ensure that all information is accurate. After completing the form, you can save the changes, download, print, or share the form as needed.
Complete your documents online for a streamlined process.
JR, SR, II, III, and IV are suffixes used to distinguish between people with the same name across generations. 'JR' refers to the son, while 'SR' refers to the father. Suffixes like 'II', 'III', and 'IV' indicate subsequent generations or namesakes. Understanding these terms can help you navigate formal name usage effectively, especially with help from USLegalForms.
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