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.
Task Type: Change of Company Name
- Navigate to the entity record that requires the change of name and the
- In the Tasks section, select + New to create a new task
- In the Memo Description field, type a "title" for the task
- In the Type field, select Change of Company Name from the dropdown list
- Populate the 1. Details tab with any additional detail, including the Due Date, Assignee, Priority, Details, or Tags
- Click Create to save the Task with the new detail populated
- Navigate to the 2. Change of Company Name tab
- In the New Company Name field, type the new name of the entity
- Populate the required Effective Date (and if applicable, Resolution Date or Reference Date)
- If additional detail is needed, click on Show More at the bottom to add details such as: Consent To Use Name, Name Reservation ID, or Name Reservation Dates
- Click Save to update the Task with the new detail populated
- If generating documents for the name change, navigate to the 3. Supporting Documents tab (skip to step 21 if no documents are required)
- Click on + Supporting documents to add the applicable supporting documents to the task
- Select the desired templates and select Add to add them to the task
- Click Save to update the task
- Then click Generate Documents to generate the supporting documents
- New documents will be saved in the Documents section of the Entity, or view documents directly from the task on 4. Generated Documents
- Change Task Status in top right from New to Pending
- Click Save, then proceed with getting any documents signed as needed
- To finish the task and implement the change of name, click on the Task Status in the top right corner and select Completed
- A new window will appear to confirm next steps:
- Select the type of update:
- Review Shareholdings Within Each Affiliated Entity - select this option if you want to cancel and reissue existing certificates with the new entity name
-
Globally Update all Shareholdings - 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 to a single certificate
- If Global Update is selected, then choose the related Certificate detail:
- Check all boxes on the Required Checklist
- Click Next to proceed
- Save and Close the task
Note: Once the Change of Company Name Tasks is Completed, 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 Shareholdings" was selected above, none of that Entity's holdings will have been updated with the new name, complete the appropriate Shareholder Name Change transactions