Texas Name Change for Securities on Deposit Checklist is a document used by individuals to ensure that their securities accounts are renamed correctly after a legal name change. The checklist is designed to help financial institutions and investors accurately and efficiently update a customer’s account name following a name change. It includes steps such as providing relevant documentation to prove the name change, notifying the financial institution in writing of the name change, and updating applicable forms and documents. Depending on the financial institution, there may be different types of Texas Name Change for Securities on Deposit Checklist, such as those specific to stocks, bonds, or mutual funds.
Texas Name Change for Securities on Deposit Checklist
State:
Texas
Control #:
TX-FIN436
Format:
PDF
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Description
Name Change for Securities on Deposit Checklist
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