Td ameritrade name change 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section 1, which requires your Account Number(s), Former Legal Name, New Legal Name, Primary Phone, and U.S. Social Security Number. Ensure all information is accurate.
3. In Section 2, provide your email address and check the box if you have Visa® or check-writing privileges on the account(s).
4. Proceed to the Authorization section where you will authorize TD Ameritrade to change your name as per the enclosed documentation. Sign and date this section.
5. If applicable, complete the Signature Verification section only if you are at a Branch or in front of a Notary. This step is crucial for name changes due to marriage without a marriage certificate.

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