Change My Name

Use the Change My Name service to change your name on record with certain states. Your request will be submitted electronically to the selected state department of insurance and update state records.

Use the following steps:

Choose Service

  1. On the Navigation Bar, click Change My Name.The Change My Name page will open.

Change a Name on Record With a State

  1. Required. In the Producer Type field, click to select the Individual radio button.
  2. Required. In the Request Type field, click to select the Name Change radio button.
  3. Required. In the Request State field, click to select the radio button that corresponds to the state with which you want to record a name change.
  4. In the Last Name field, enter the last name of the individual licensee whose name you want to change on record with the state.
  5. In the SSN field, enter the Social Security Number of the individual licensee whose name you want to change on record with the state.
  6. Click the Continue button. The page will update to show the full name information currently on record for the selected individual licensee with the selected state.
  7. Required. In the First Name field, enter a new first name.
  8. In the Middle Name field, enter a new first name.
  9. Required. In the Last Name field, enter a new first name.
  10. In the Suffix field, enter a new name suffix.
  11. Click the Save and Continue button. The name change information will be transmitted to the state and update state records. The Fee Summary page will open.
  12. On the Fee Summary page, review the details of the transaction, including applicable state, processing, and handling fees.
  13. If you need to change any data you have entered, click the Back button. Otherwise, if you are ready to proceed with the transaction, click the Continue button. The Payment Details page will open.
  14. On the Payment Details page, enter your electronic payment information.
  15. When you are ready to submit your transaction together with your payment information, click the Submit button. The name change information will be transmitted to the state and update state records. The Confirmation page will display, confirming the transaction.
  16. Review the information on the Confirmation page.
  17. If necessary, on the Confirmation page, click the Process Another button to repeat the procedure in another state.

If you are unable to file a name or contact information change in a state, contact the state insurance office. Click the State Contact Info link in the page footer to find contact information for all state departments of insurance.

When using the name change service, you must enter a value in both the First Name and Last Name fields, even if only one name is changing.

On the Confirmation page, note if the Related Request field displays Duplicate License. If you change your name with a state, and the state offers the online service, you can print a copy of your license that reflects your new name. Use the Print a License service to obtain a copy of your updated license from the state.

 

© 2023 Vertafore