|
|
Legal Tasks | Notes |
| Change bank account names | ||
| Send out change of address cards | ||
| Change wills and insurance policies | ||
| Change beneficiary information on retirement plans and investments | ||
| Verify life insurance amounts and change beneficiary | ||
| Change health and dental insurance plan information | ||
| Change car insurance and registration | ||
| Request new social security card. | ||
| Change driver's license | ||
| Add name to utility bills | ||
| Change passport name | ||
| Re-register to vote | ||
| Change property title / mortgage name | ||
| Change tax records with employer and accountant | ||
| Change credit card information | ||
| Change club membership information | ||
| Change business cards and stationary | ||
| Change computer records and directories | ||
| Change magazines, catalog subscriptions | ||
| Change school records. |