I've recently gotten married. Yay! Now that we're married there is a bit of paper work to do to update names and such.
Below is an After the Honeymoon checklist from CountryWeddings.com that I found which will help aid in the process
Name Change & Other Tasks | |
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 information | |
Request new Social Security card | |
Change driver's license name | |
Add name to utility bills | |
Change passport name | |
Re-register to vote | |
Change property title / mortgage name | |
Change tax records with your employer and accountant | |
Change credit card information | |
Change club membership information |
Major items that I'll want to take care of in general priority order:
- Add spouse to health insurance at work - This is the #1 priority since we want to get her on my coverage as soon as possible.
- Shop around for car insurance policy - We'll combine our policy so that means canceling one or the other. Would also be a good time to shop around for good rates.
- Set up a joint bank account - We will have joint finances. So we'll get a joint account. It may also be a good time to switch banks for me.
- Get a Will - I know I should have one already but I don't. As a single person I wasn't that concerned. But now it is more important.
- Investigate additional life insurance - I get 2x my salary coverage from my employer. We'll probably want to add some to that.