Get Name Change Request - Sentinel Investments

This guide provides comprehensive, step-by-step instructions to assist you in completing the Name Change Request for Sentinel Investments online. Follow these instructions carefully to ensure your name change request is processed smoothly.

Follow the steps to fill out the Name Change Request form:

1. Click ‘Get Form’ button to obtain the Name Change Request document and open it in your preferred editor.
2. In the Existing Account Registration section, enter every account number where your name currently appears. Provide the Fund Name(s), Account Number(s), Social Security Number or Tax Identification Number, Daytime Telephone Number, Street Address, City, State, and Zip Code.
3. In the Update Name section, select the appropriate option regarding your legal name change documentation. If you have a certified copy, indicate that you have attached it. If not, confirm that you obtained a program stamp in Section 5. Clearly print your Former Name and your New Name.
4. In the Bank Information section, provide the name of your bank, its street address, city, state, and zip code. List the names on the checking account and the checking account number. Include the Bank ABA Number. Ensure you tape your voided check securely in this section.
5. In the Signature section, sign and date where indicated. You must confirm that the provided information is accurate and agree to the liability statement.
6. If applicable, in the Medallion Signature Guarantee section, obtain a Medallion Signature Guaranteed Stamp or a Signature Validation Program Stamp. Ensure the stamp is from an eligible issuer and place it in the designated area. Include the name of the institution, officer's signature, title, and date.
7. Finally, review all completed sections for accuracy, then save your changes. You may choose to download, print, or share the completed Name Change Request form as needed.

Complete your Name Change Request online today to ensure a smooth transition of your investment accounts.