Revising a pending name change request
Some fields are available only when they are configured by your organization.
- Select Profile > Personal.
- In the Personal Information pane, click Pending Name Changes.
- Double-click a row.
- Specify this information:
- Effective Date
- Specify when the change will take or took effect. If the change is a result of a court order, use the date of the document.
- Reason
- Specify the reason for the name change request. Optionally, click the Search button to select a predefined reason.
- Title
- Optionally, specify a title that is associated with the new name. For example, Ms.
- First Name
- Specify the new legal first name.
- Middle Name
- Specify the new legal middle name.
- Last Name
- Specify the new legal last name.
- Suffix
- Optionally, specify a suffix associated with the new name. For example, Jr or III.
- Professional Designation
- Optionally, specify a designation associated with the new name. For example, MD or PhD.
- Preferred Given Name
- Optionally, specify your preferred given name or what you would like people to address you.
- Preferred Last Name
- Optionally, specify your preferred last name.
- Marital Status
- Specify your marital status, if it has changed.
- Former First Name
- Optionally, specify your legal first name before the change.
- Former Middle Initial
- Optionally, specify your legal middle initial before the change.
- Former Last Name
- Optionally, specify your legal last name before the change.
- Attachment
- Optionally, specify a description of the attachment and attach the document that supports your request, such as a court order. If you skip this step and your organization requires approval of name changes, then you might be asked to upload an attachment later.
- Comments
- Optionally, specify a comment or other notes about your request for name change.
- Click Submit.