Get Name Change Form - Oppenheimer Funds

Completing the Name Change Form for Oppenheimer Funds online is an essential step for users looking to update their account details following a legal name change. This guide offers clear, step-by-step instructions to help users accurately fill out the form and ensure their request is processed smoothly.

Follow the steps to complete the form online effectively.

1. Press the ‘Get Form’ button to access the Name Change Form and open it in your preferred editing application.
2. Begin by filling out your current account holder information. This includes your first name, middle initial, last name, social security number, and phone number. Make sure all information is accurate to prevent processing delays.
3. Provide your new full, legal name in the designated section for account holder name change information. Additionally, indicate the reason for the name change by selecting from the options provided – marriage, divorce, or other (please specify).
4. List the account numbers for each account to which the name change should be applied. If you have additional account numbers, please include them on a separate sheet.
5. In the signatures section, review the statements presented. Confirm all information is correct, sign both your former and current names, and include the date. If you are signing on behalf of someone else, complete that section accordingly.
6. If your request requires a signature guarantee, ensure your signature is endorsed by an appropriate guarantor and that their stamp or seal is included.
7. After completing all sections, ensure you have attached the required documentation (e.g., copy of marriage certificate or divorce decree) as well, if not providing a guaranteed signature.
8. Save changes to your document, and then you may download, print, or share the completed form as necessary.

To proceed with your name change request, fill out the Name Change Form - Oppenheimer Funds online today.