Get Name Change / Correction Form - First Investors

Completing the Name Change / Correction Form for First Investors is a straightforward process designed to ensure that your account information is accurate. This guide provides step-by-step instructions to help you navigate each section of the form with confidence.

Follow the steps to correctly fill out the form.

1. Use the ‘Get Form’ button to access the Name Change / Correction Form. This will allow you to obtain and open the form in your preferred digital format.
2. Begin by filling out the Owner's Former Name as it currently appears on your account. Make sure to print it clearly to avoid any issues.
3. Next, enter the last four digits of the Owner's Social Security Number. This is necessary for identification purposes.
4. If you are a new customer, check the box labeled 'Check Here if New Customer' to indicate your status.
5. Provide your First Investors Customer Number(s) and any relevant Life Insurance Policy information to link the name change to your accounts.
6. In the Name Change / Correction Information section, state the former name and the new correct name. Make sure both names are printed clearly to prevent any misunderstandings.
7. Attach the required documentation that supports the name change or correction. You must choose between Part A (for legal name changes) or Part B (for name corrections) and check the appropriate box.
8. Ensure you include the proper documents, such as a court document, marriage certificate, divorce decree, or an identification document like a driver’s license or passport based on your selected section.
9. Sign the form in the Signature section for both the Former/Incorrect Name and New/Correct Name. Dates must also be provided next to each signature.
10. Choose whether to have the form notarized or to obtain a Signature Guarantee. If you provided a certified document as required, this step may be skipped.
11. Finally, review the completed form for accuracy. Once satisfied, you can save changes, download, print, or share the form as needed.

Start filling out your Name Change / Correction Form online today to ensure your accounts are accurate and up to date.