1.Marriage Certificate. This is the most important document. Every institution that has your name on records like your bank, mutual fund house, passport office will ask for this document in case of change of name.
2.Gazette Notification: Some institutions ask for documentary proof for change of name in the form of a gazette notification.3.PAN Card: In case PAN card is held in maiden name, wife will have to apply for change of name in the PAN card. All investments in married name can happen only if PAN is available in the married name. For this the supporting document will be marriage certificate and/or gazette notification copy.
4.Address Proof: The wife can use the husband’s address proof to update her address in the bank account. Supporting document again will be marriage certificate, along with PAN in new name. In case they are moving to a new home, registration papers of the rented/purchased apartment will be accepted by the bank to change the address. Then the attested bank statement can be used as address proof for further documentation.
5.Change of name in bank account/other investments: It is ideal to update the change in name in bank /demat accounts first. Then at the earliest, change the name in other earlier investments like mutual fund investments, insurance policies etc. This will avoid unnecessary hassles in case any payments due are received in the maiden name when the bank account is in the married name. Change of name in demat account will take care of the holdings of stocks and bonds etc which are in dematerialized form. All these changes require marriage certificate/gazette notification, PAN and address proof.
6. Ensure that all investments have nominations done. If you need to change the nominee in earlier investments to your spouse, you should do it in the real earnest.
http://www.fpgindia.org/2012/03/money-matters-for-newly-weds.html
2.Gazette Notification: Some institutions ask for documentary proof for change of name in the form of a gazette notification.3.PAN Card: In case PAN card is held in maiden name, wife will have to apply for change of name in the PAN card. All investments in married name can happen only if PAN is available in the married name. For this the supporting document will be marriage certificate and/or gazette notification copy.
4.Address Proof: The wife can use the husband’s address proof to update her address in the bank account. Supporting document again will be marriage certificate, along with PAN in new name. In case they are moving to a new home, registration papers of the rented/purchased apartment will be accepted by the bank to change the address. Then the attested bank statement can be used as address proof for further documentation.
5.Change of name in bank account/other investments: It is ideal to update the change in name in bank /demat accounts first. Then at the earliest, change the name in other earlier investments like mutual fund investments, insurance policies etc. This will avoid unnecessary hassles in case any payments due are received in the maiden name when the bank account is in the married name. Change of name in demat account will take care of the holdings of stocks and bonds etc which are in dematerialized form. All these changes require marriage certificate/gazette notification, PAN and address proof.
6. Ensure that all investments have nominations done. If you need to change the nominee in earlier investments to your spouse, you should do it in the real earnest.
http://www.fpgindia.org/2012/03/money-matters-for-newly-weds.html
