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Resources
Industry Specific
Access all the commercial banking resources your business needs to succeed.
Newlywed Checklist
Newlywed Checklist
Helpful tips for after your I dos
Name change notifications
- Social Security Administration to receive new Social Security card
- Secretary of State to change name on driver’s license and any titles that need to be changed
- Passport
- TSA PreCheck
- Bank to change legal name on all accounts
- Investment companies to change legal name
- Credit cards and any other companies you have debt obligations with (including auto-pay accounts)
- Insurance provider to update insurance policies
- Utility company
- Voter registration
Employer notification
- Update tax forms to reflect marital status
- Update retirement plan beneficiaries
- Update health plan changes
- Update personal information records
Legal considerations
- Consider designating your spouse as beneficiary on bank accounts, insurance policies, and investment accounts
- Consider adding your wedding ring to insurance policy
- Review life insurance policies for adequate coverage
- Review trust documents or wills that were created before marriage with an attorney
Financial considerations
- Create a monthly budget with combined income
- Review combined finances and debt obligations
- Review account ownership of bank accounts (separate or joint accounts)
- Review account ownership on investment accounts
- Set financial goals to build wealth
Taxes
- Seek advice from a tax professional regarding tax filing
We’re here to help!
If you have questions, give us a call, schedule an appointment, or stop by one of our branch locations.
