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Name Change Procedure And Checklist (Alabama A&M University)

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Alabama A&M University Name Change Procedure and Form
Office of Human Resources February 2016
Human Resources Internal Operating Procedures
Procedure 6.M: Name Change Procedure
Volume 6
Managing Office: Office of Human Resources
Effective Date: February 24, 2016
--------------------------------------------------------------------------------------------
I. Purpose
This procedure will document the process and guidelines to change employee’s name in Banner
Human Resources/Payroll System, update taxes, and update benefits checklist.
II. Name Change Procedure for faculty and staff
Alabama A&M University employees who wish to change their name in the Banner Human
Resources /Payroll system must first go to the local Social Security Administration office (SSA)
to officially change their name. Once the SSA makes the change, the employee will be given a
receipt confirming the name change. The employee should receive the official social security card
reflecting the name change in the mail in a few weeks. Once the employee receives the official
social security card, the employee should visit the Office of Human Resources and request that
her/his name be changed in Banner Human Resources/Payroll system.
The name change will be reflected immediately in Banner Human Resources/Payroll system after
the Office of Human Resources receives the official documentation – Name Change Form and
new Social Security Card.
Huntsville SSA Office Contact Information:
4970 Research Drive, NW
Huntsville, AL 35805
P: 1-866-593-0665
TTY: 1-256-837-8803
Hours of operation:
Monday, Tuesday, Thursday, and Friday 9:00 a.m. – 4:00 p.m.
Wednesday 9:00 a.m. to 12:00 p.m.
Additional information from the SSA regarding name change can be found at:
https://faq.ssa.gov/ics/support/kbanswer.asp?QuestionID=3749
III. Name Change Process for students
Students must contact the Office of the Registrar to make the necessary name change in the Banner
Student system. For more information regarding changing a name in the Banner Student system,
please contact the Office of the Registrar at 256-372-5254 or go to:
http://www.aamu.edu/administrativeoffices/registrar/Documents/chg_name_ssn%202015.pdf
Alabama A&M University Name Change Procedure and Form
Office of Human Resources February 2016
Alabama Agricultural and Mechanical University
Office of Human Resources
Mailing Address: Human Resources, Alabama A&M University, Normal, AL 35762
Phone: 256.372.5835 Fax: 256.372.5881
Name Change Form
The employee will need to bring the following documents to the Office of Human
Resources:
The new Social Security Card that reflects the name change.
This name change form.
Date: Banner ID#:
Current Name of employee:
First Name Middle Name Last Name
Requested to be changed to:
First Name Middle Name Last Name
Note: If address and phone number changed, employee should log into Self-Service Banner
(SSB) to change address and phone number.
Signature of Employee Date
----------------------------------------------------------------------------------------------------
For the Office of Human Resources
Name of HR staff received form (Please print): ______
Date HR staff reviewed the social security card:
Date HR staff updated Form I-9:
Date HR staff updated name on the employee’s personnel and benefits file folder:
Alabama A&M University Name Change Procedure and Form
Office of Human Resources February 2016
Name Change Benefit Information Checklist
After changing your name, the below items may apply to you.
1. _____The employee may wish to change his/her email address. If so, send an email to Ted
Stewart in Information Technology System indicating the current name and the new name for
the email address.
2. ____ The employee may wish to change his/her federal and state tax status in cases where the
marriage status changed. The employee should complete a new form A-4 for Alabama tax
withholding and a new form W-4 for federal withholding. The forms are located on the Office
of Human Resources website and in the Office of Human Resources. After completing the
form, submit the tax form(s) to the Payroll Department, Patton Hall, room 105.
3. ____ The employee may wish to change his/her beneficiary information. To change the
beneficiary information for the life insurance, the Guardian Beneficiary Designation Change
(GG-17) form should be completed. The file is located in the Office of Human Resources or
at https://www.guardianlife.com/sites/default/files/gg-17beneficiarychangeform.pdf
4. ______To change the beneficiary information for the Teachers’ Retirement System, the
Change of Beneficiary (RSA Form 100C) form should be completed. The file is located in
the Office of Human Resources or at http://www.rsa-al.gov/uploads/files/RSA_100-
C_Change_of_Beneficiary.pdf
5. ____ If the employee has a voluntary retirement plan (TIAA-CREF, LSW, VALIC or
ASPRIE), the employee should contact Mr. Wilbert Hamilton at 256.541.4565 for name change
and if applicable change beneficiary information.
6. _____ To change the name with Teachers’ Retirement System of Alabama and PEEHIP health
insurance, the employee must provide a copy of his/her social security card to TRS and
PEEHIP. The change will automatically transmit to Blue Cross Blue Shield of Alabama and
member will receive a new insurance card. Mail the documents to TRS, P.O. Box 302150,
Montgomery, AL 36130-2150.
7. ____ To change the name with Guardian and Aflac, the _Guardian Enrollment Application
and AFLAC Request for Name Change (Form H-L0046.12A)__form should be completed.
The form is located at https://www.aflac.com/docs/employers/change-forms/aflac-name-
change-form.pdf
8. ____ To change the beneficiary with Aflac, the _Request for Beneficiary Change (Form H-
L0046.12C)_form should be completed. The form is located at
https://www.aflac.com/docs/employers/change-forms/aflac-beneficiary-change-form.pdf
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Name Change Procedure And Checklist (Alabama A&M University)

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Completed 24 July 2020

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