Getting married and would like to change the name on the account

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Hi Sarah,
I am kind of in the same boat, I would like to change the name on my account to now say "John and Michelle Stevens". I am getting married in April and this is something we wish to continue together.
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John Stevens

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Posted 7 months ago

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Sarah, Sponsor and Donor Relations, Social Media

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Hi John! It looks like you contacted our office yesterday regarding your situation. Right now, we have your account listed under both your name and your ex's name. We aren't able to simply change the name on your account. Due to IRS regulation we can only split your account instead of changing the name due to tax implications. Once your account is split, we can certainly add Michelle's name to your separated account then. If you'd like to do that, please let me know. You are also welcome to email us at to discuss this further if you would prefer.

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