Change Entity Name (without a Task)

There are two ways to change an Entity name in Athennian:

• Use the Change of Company Name Task to track history of legal name changes or to generate  documents related to the change of name
• Or, Change Entity Name (without a Task) directly within the Entity Details

This article provides step-by-step instructions to change an Entity Name without a Task:

1. Navigate to the entity record that requires the change of name
2. In the General > Details section, click on the Change Name box
   • Note: Any previous names will appear in the linked Previous Names dropdown below 
3. In the Global Name Change window that appears, type the new entity name in the New Company Name field
4. In the Effective Date* field, select the applicable date in the provided calendar
5. Select or de-select the option to Include the current name of this entity in the list of previous names
6. 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 re-issue 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
     • Generally, only used if a typo was found on the entity immediately following the creation of the Entity, and no Securities Transactions have been created
7. Click Confirm 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 company name".

Note: Once the name of the entity record has been updated, be sure to review the entity for any follow-up procedures required by your organization. For example:  

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

Video Instructions: