Change a Person's Name

People Record: Change Name

1. In the People section, search for and open the required People record 
2. In the Contact tab, under Details, click on the Change name link
3. In the Global name change window, populate the appropriate First Name*, Last Name*, Middle Name fields with the changes
4. Adjust the Effective Date as needed 
5. Select the appropriate Update Type

   • Review holdings within each affiliated entity and use the transaction workflow (Change to Holdings) to cancel and re-issue certificates

     • Select this option if you want to cancel and reissue existing certificates with the new entity name 

   • Globally update all holdings to reflect the updated legal name

     • This option will automatically update all existing holdings for this entity, no further work is required (unless a Certificate needs to be reprinted with the new name)

   • Administrative Edit. Changes are not recorded as legal name changes

     • The change will not be tracked in the Audit Trail and Securities Transactions will not be updated, but any Affiliations or Associations related to the People record will be updated.  (Often used to correct a typo before issuing any transactions.)
6. Click the Confirm button in the bottom right corner to complete the name change
   
   • If you selected the "Global name change" option, the following screen will display all the entities where the Entity's holdings will be updated with the new name. Click Confirm.

A green message will appear at the bottom of the screen confirming "Successfully changed person name".

• Generate new documents to save in Entities' Minute Books
• If "Review holdings" was selected above, none of that Person's holdings will have been updated with the new name, complete the appropriate Holding Name Change transactions in each associated entity