Change of Company Name 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 without a Task

This article provides step-by-step instructions to change the name of an entity using a Task.

Navigate to the profile of the entity you would like to change the name of
Navigate to the Tasks section of that entity and click + New to create a new task

1. Details tab

In the Memo description, title the task
In the task Type field, select Change of Company Name from the dropdown list
Set a Due Date (mandatory), select the Assignee, set a Priority and add any Details or Tags if applicable

2. Change of Company Name tab

Add the mandatory New Company Name* in the provided field
Enter the Effective Date (mandatory), Resolution Date and Reference Date

3. Supporting Documents tab

Select + Supporting Documents
Check off the templates you would like to use to generate your supporting documents for the revival, and then click Add
Click Generate documents. A blue notification will appear indicating that the documents are being generated and you'll be notified when completed.
Once the documents are generated, a green notification will appear indicating they're successfully generated. You can navigate to the next tab to view the generated documents.

4. Generated Documents tab

Complete the Task

Once the documents are completed, click the task's status in the top right corner and select Completed from the dropdown list. You will be prompted to confirm that you would like to change the company name
Select the Update Type:
- Review holdings within each affiliated entity and use the transaction workflow (Change to Holdings) to cancel and re-issue certificate - 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 Shareholdings for this entity with the new name
  - If Global update is selected, then choose the related Certificate detail:
    - Cancel and Reissue Certificates
    - Combine multiple certificates within one holding into a single certificate
Check ALL boxes on the Required checklist
- Amendment filed with government
- Shareholder consent received
- Director consent received
Click on Confirm and a blue notification will appear indicating that the company name has been changed successfully

Video Instructions:

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