Get Identification Information Bchangeb Request - Cfa Institute - Cfainstitute

This guide provides clear instructions for users looking to complete the identification information change request form from the CFA Institute online. Whether you are updating your name, date of birth, or passport details, following these steps will ensure your changes are processed smoothly.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to retrieve the identification information change request form and open it in an editing tool.
2. Fill in each section of the form by entering your CFA Institute identification number and e-mail address in the designated fields.
3. Provide the information that needs to be changed. Start with your previous information, if applicable, selecting the appropriate prefix from the options provided. Then, fill in your first name, middle name or initial, and last name.
4. Enter your passport details, including the last four digits of your passport number and its expiration date. Indicate the country of issuance for your passport.
5. Complete the date of birth section and select your gender from the options available.
6. Sign the application by typing your name in the applicant signature field, and include the current date in the specified format (day/month/year).
7. Ensure that you have attached a valid copy of your international travel passport. For legal name changes, attach the appropriate documentation such as a marriage certificate or court-issued name change document.
8. Finally, submit the completed form along with the required identification documents via e-mail to cmservices@cfainstitute.org. Allow up to five business days for processing, and check your email for confirmation once the change has been finalized.

Complete your forms online today to ensure your identification information is current and accurate.