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.

Great post! Really good insight. It’s always difficult to discuss finances and share money in relationships. Thanks for your advice. I recently stumbled upon this blog like I stumbled upon yours. I think they offer some good points and laughter about the topic: http://burisonthecouch.wordpress.com/2010/09/22/dolla-dolla-bill-yall/
ReplyDeleteThanks for the post! I’d like to see more like it.
-Susie