If we want to open a joint account before the wedding, is the name change thing going to be a problem? We would put his name and my maiden name on the account. Then after the wedding I would switch my name on the account right? I just don't want money laying around not collecting interest. What do you need to change the name at the bank after the new social security card?
pa56
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Re: Bank Account Question
All I needed to change my name on my bank account was my marriage certificate.
KerriJohnS
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Re: Bank Account Question
You dont even need the new ss card.. you just need the marriage certificate and they can just change that on the spot for you. It's not a big deal... they do it all the time. I work for a bank.
Dani777
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Re: Bank Account Question
I worked at a bank for 4 years... each bank requires different things. You can open the joint account now and it won't be a problem. When you open it ask them what they will need to change the name. My bank only needs the drivers license....but if I want to change it right away, then I can bring in the marriage certificate. HTH