01. Edit your change name identification online
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Identification change 2026
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- Click ‘Get Form’ to open the Identification Information Change Request in the editor.
- Begin by entering your CFA Institute identification number and email address in the designated fields.
- In the 'Update the data that you would like to change' section, review your previous information. If any details are correct, mark a check in the 'No Change' column.
- For each field that requires an update, enter your new information. This includes Prefix or Suffix, First Name, Middle Name or Initial, Last Name, Passport Number, Expiration Date, Country of Issuance, Date of Birth, and Gender.
- Finally, sign and date the form at the bottom. Ensure all sections are completed before submission.
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