How Do I Update My Name or Address?

To change your address or the name on your account, call, email or stop in to see your local Retirement Specialists.

Address change

To change your address, please provide the following information:

  • Name
  • Account number or the last 4 digits of your Social Security number
  • Address
  • Telephone number

Name change

To change your name, please contact Karen Davis and provide the following information:

  • Former name
  • New name
  • Account number or the last 4 digits of your Social Security number
  • Your address
  • Your telephone number
  • A photocopy of a legal document that shows your name change, Acceptable legal documents include a marriage certificate, a driver’s license, a passport or a Social Security card.

We’ll send a confirmation letter once we’ve completed your request.

Get the help you need

Talk to a Retirement Specialist if you need help updating the name or address on your account.

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NRW-2892CA-SN
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