Get Name Change Notification Form - Optum Bank

This guide provides comprehensive instructions on completing the Name Change Notification Form for Optum Bank online. By following these steps, users can ensure a smooth and efficient name change process.

Follow the steps to successfully complete the Name Change Notification Form.

1. Press the ‘Get Form’ button to access the Name Change Notification Form and open it in the editor.
2. In the OptumHealth Bank Account Information section, clearly print your OptumHealth Bank account number and group ID number. Ensure accuracy to avoid any processing delays.
3. Enter your current name as it appears on your account. This helps in validating your identity.
4. Fill in your new legal name that you wish to have on your account. Make sure this name matches the legal documentation you will provide.
5. Provide your current address, including city, state, and ZIP code. This information is necessary for maintaining your account records.
6. In the Account Holder Authorization section, read the authorization statement carefully. By signing, you confirm that you wish to change your name as listed above.
7. Attach the required legal documentation, such as a marriage certificate or court order, to verify your new legal name.
8. Sign and date the form in the designated areas. Ensure your signature matches the one on your account.
9. After completing the form, you can save your changes. You have the option to download, print, or share the form as needed.

Complete your Name Change Notification Form online to ensure your account information is updated promptly.