Change first name in the Benefit Plan

Aug 6th, 2022
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The struggle to handle Benefit Plan can consume your time and overwhelm you. But no more - DocHub is here to take the effort out of altering and completing your documents. You can forget about spending hours adjusting, signing, and organizing papers and worrying about data protection. Our solution provides industry-leading data protection measures, so you don’t have to think twice about trusting us with your privat information.

Here is how you can change first name in Benefit Plan online:

  1. Create a free DocHub profile or log in to your existing one.
  2. Upload a file by clicking the ‘New Document’ button or going to Documents.
  3. Use the top toolbar to change first name in Benefit Plan.
  4. Edit, annotate, and improve your document layout.
  5. Click the right-corner Dropdown icon -> Actions and choose the option of your choice to Make a Copy, Move to Folder, or Convert to Template.
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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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The employee may use either a Standard Form 52 or a memorandum to submit a request for a name change. When a memorandum is used, the personnel action may be prepared directly from the information in the employees Official Personnel Folder (or the agencys automated processing system) and on the memorandum.
If your employee is moving or changing their name, you need to update the employees information sooner rather than later, to ensure Forms W-2 and W-4 have the correct information associated with it. Additionally, employers should update section 3 of the employees I-9 form with their new name.
If they change their legal name during employment, the employer should update the form as soon as they learn of the change. Before doing so, take steps to ensure the employees name change is accurate. This may include asking them to provide legal documentation showing the name change, such as a marriage certificate.
The Internal Revenue Service (IRS) requires that the name on the Social Security card match the name on W-4 and W-2 forms. Update the employees benefits paperwork. If the change is related to marriage or other qualifying event, the employee may also want to change elections or add or remove a spouse or dependent(s).
If an employee has not updated his or her Social Security card, the old name should remain in the employers payroll system until the name is updated. Employees will also need to complete a new W-4.
Typically, employers have an HR name change form that an employee must complete, as well as submit the proof of identity and name change forms. This commonly includes the new Social Security card, document of name change (i.e. marriage certificate), and tax forms (i.e. Form W-4, Form I-9).
Follow this helpful checklist whenever an employee goes through a legal name change. Step 1: Have the Employee Update the SSA. Step 2: Update Form W-4 and Your Payroll System. Step 3: Reverify Form I-9s. Step 4: Wrap up Benefits and Banking Info.

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