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Montana _____________________ (Position, if applicable) _______ ___________________________________ (Name) ___________________________________ (Position, if applicable) _________________________________ _________________________________ (Name) ____________al representatives, successors and permitted assigns of the Parties. IN WITNESS WHEREOF, the parties have caused this Amendment to be executed the day and year written above. _________________________his Amendment, in which event the terms of this Amendment shall control. BINDING EFFECT: The covenants and conditions contained in this Amendment shall apply to and bind the parties and the heirs, legee that all other terms, conditions and obligations of the Contract remain in effect throughout the term of the Contract except for those provisions of the Contract that are directly contradicted by t_____________________________________________________________ ____________________________________________________________________________ ________________ OTHER TERMS OF THE CONTRACT: The Parties agr______________________________ ____________________________________________________________________________ ____________________________________________________________________________ ___________________________________________________________________________________________ ____________________________________________________________________________ ______________________________________________ AMENDMENT: The Contract is amended as follows: [Describe the amendment below or attach it as an exhibit to this document] ____________________________________________________________________________ ________________________________________________ ___________________________ (the "Contract"); and WHEREAS, the Parties wish to amend the Contract. NOW, THEREFORE, the Parties hereby agree as follows:_______________________________________________, who may collectively be referred to as the "Parties." WHEREAS, the Parties entered into an agreement dated ________________, 20__ regarding ___________t your name] AMENDMENT TO CONTRACT This Amendment to Contract (the "Amendment") is entered as of ____________________, 20____ by and between ________________________________________ and _____________ons or need additional information or documentation, please do not hesitate to contact me at (______) ________-______________. Thank you for your prompt attention to this matter. Yours Truly, [Inser___________[insert name] Please change the name on the account to my new married name: ___________________ ______________________________________________________________________ If you have any questiCCT. # [insert account number if applicable] To Whom It May Concern: I am writing to inform you that I have recently married and have changed my name. The current name on my account is: __________________________. Thank you for your prompt attention to this matter. Yours Truly, [Insert your name] SAMPLE LETTER 2 [Insert Date] Client Services [Insert Company Name] [Insert Company Address] RE: A Address ___________________________________ City, State and Zip If you have any questions or need additional information or documentation, please do not hesitate to contact me at (______) ________-___________________ Former City, State and Zip Please change the name and address on the account to the following: ___________________________________ New Name ___________________________________ Streethanged my name and address. The current name and address for my account are ___________________________________ Former Name ___________________________________ Former Street Address __________________ent Services [Insert Company Name] [Insert Company Address] RE: ACCT. # [insert account number if applicable] To Whom It May Concern: I am writing to inform you that I have recently married and have cms for the address change can be found at your local post office or on the web at: http://www.usps.com/moversguide/ Just Married ­ Name Change Kit (Instructions) 6 SAMPLE LETTER 1 [Insert Date] Cliin receiving mail under your new name. You don't need to officially contact the U.S. Postal Service to inform them of your name change, but you will need to inform them of any address changes. The forou have an ongoing relationship and inform them of your name change. This may be done either on the phone, or by using one of the letters enclosed with this package. [_] Post Office. You will soon beghem of you name change. Again, you can use one of the enclosed sample letters. [_] Doctors and Other Medical Personnel. You should contact any doctors, dentists, or other medical personnel with whom yyou complete new 1044 or other forms. [_] Clubs and Organizations. If you are a member of a club or organization, you should either call their member services number, or send them a letter informing ty know you, or are at least inclined to trust you because you work with them. In any case, usually you will need only to contact your personnel department and inform them of the change. They may have a generic contract amendment with this kit. [_] Employee Documents. Making changes to employee documents (personnel records, W-2s, paychecks) is usually quite easy. You work with these people, so theto amend any information on that agreement. Review your copy of these agreements, or contact your lawyer, to determine what steps you must take to change your name. For your reference we have includede a party to any legal contracts (e.g., leases, supply contracts, services contracts), they will need to be amended to reflect your new name. Generally, each contract will specify the steps necessary , you may also want to change your beneficiary or make other amendments. Contact your lawyer or trust officer to discuss what steps you need to take to complete these changes. [_] Contracts. If you ard in this kit. Just Married ­ Name Change Kit (Instructions) 5 [_] Wills, Trusts, etc. You should change your name on any will, trust, or other similar document. In addition, with your new marriagehe contact information can be found on your last statement). They may require that you send them written notification of this change. If that is the case, you can use one of the sample letters includeers to notify your credit card companies. [_] Insurance. If you have car, home, or life insurance, you will need to contact your carrier to inform them of your name change. Give your carrier a call (trds. It is a good idea to change your name on your credit cards, not only to avoid confusion, but because your driver's license will now have your new name. You may use one of the attached sample lett present them with acceptable proof of identity (this proof required will change depending on the institution, but they will generally accept your marriage license and driver's license). [_] Credit Cas you may have. Contact your bank or other financial services provider and ask them what the procedure for a name change is. Often, these types of institutions will require that you come in person andd is a name change only. [_] Bank and Investment Accounts. You will need to inform all of your financial institutions of your name change. This will include any saving, checking, or investment accountoffice. If they request a letter or if you would prefer to send one, we have included two Sample Letters for this purpose. The first includes a change of address as well as a change of name. The secons (including water, gas, electricity, internet, cable, etc.) will need to be changed to your new name. The process is very casual and is often best completed by making a phone call to the appropriate tions should have the forms you need. For more information you can check the Federal Election Commission's website at: http://www.fec.gov/pages/electpg.htm [_] Utilities. All of your utility statementtunities on the same form with license amendments. Just ask the clerk at the DMV what you need to do. You can also visit your local city hall, county courthouse or public library. All of these institurmat. [_] Voter Registration. Typically you can change your voter registration at the same time you change your driver's license. Many states include voter registration information and amendment opporother information are included with the form. Form 8822 can be accessed from this link http://www.irs.gov/pub/irspdf/f8822.pdf or http://www.findlegalforms.com/public/f8822.pdf in Adobe Acrobat PDF fo will contact the IRS within 10 days to report the change. If you have also changed your address, you will need to complete Form 8822 (access information can be found below). Mailing instructions and ate.gov/passport/forms/ds11/ds11_842.html. Just Married ­ Name Change Kit (Instructions) 4 [_] Federal Tax Information. Once you have contacted and made your name change official with the SSA, theyy for either option 1 or option 2, you will need to reapply for you passport by submitting Form DS-11. This will require additional documentation. For information on Form DS-11, visit http://travel.st971 Pittsburg, PA 15250-7971 If using other delivery service Passport Services Lockbox ATTN: Password Supervisor 371971 500 Ross St, Room 154-0670 Pittsburg, PA 15262-0001 Option 3 If you don't qualif amount. The fee for this service is $67. The form, marriage certificate, new photos, old passport and fee should be sent to: If using the U.S. Postal Service National Passport Processing P.O. Box 3710082.pdf. Along with your completed form, you will need to send a certified copy of your marriage certificate, your old passport, two recent, color photos of you alone (2"x2"), and a check for the feethe passport was issued within the last 15 years. You can download this form off the internet at http://travel.state.gov/passport/forms/ds82/ds82_843.html or at http://www.findlegalforms.com/public/dsre than one year ago, you will need to use either Form DS-82 or DS-11. Use form DS-82 if: i) you can submit your old passport; ii) you were at least 16 years old when the passport was issued and iii) . Box 13290 Philadelphia, PA 19101-3290 If using other delivery service National Passport Processing ATTN: Department 13290 1617 Brett Road New Castle, DE 19720 Option 2 If your passport was issued momail. The form, marriage certificate, new photos and old passport should be sent to: Just Married ­ Name Change Kit (Instructions) 3 If using the U.S. Postal Service National Passport Processing P.Our old passport and two recent, color photos of you alone (2"x2"). There is no fee for this service. Once completed, your amended passport and marriage certificate will be returned to you by priority gov/passport/forms/ds5504/ds5504_2663.html and/or http://www.findlegalforms.com/public/DS5504.pdf Along with the completed form, you will need to send a certified copy of your marriage certificate, yossport is currently valid and was issued within the last year, you can use Form DS-5504 (the U.S. Passport Re-application Form). You can download this form off the internet at http://www.travel.state.application; however, the title and registration must be corrected at the same time. [_] Passport. Form DS-5504 and DS-82. If you have a U.S. passport, your name should be amended. Option 1 If your pabut a representative of your financing company should be able to walk you through the process. Note that if your registration sticker expires soon, you may make appropriate corrections on the renewal ed, you will need to contact the institution that is financing your vehicle in order to complete a name change on your title. The procedures for this change will vary from institution to institution, same person that possessed your previous name (Jane Doe); in other words, "Jane Smith and Jane Doe are the same person." The fee to obtain your duplicate title is $10. If your vehicle is being financt, which may be found at the following link: http://www.doj.state.mt.us/driving/forms/mv100.pdf. Indicate in this Statement of Fact that the person that possesses your current name (Jane Smith) is thecate of Title, which may be found at the following link: http://www.doj.state.mt.us/driving/forms/mv7.pdf. In order to explain that you are requesting a name change, you must attach a Statement of Fac found at: http://www.doj.state.mt.us/driving/countytreasurers.asp. [_] Vehicle Title and Registration. If you own the title to your car, you will need to complete an Application for Duplicate Certifil county treasurer's office. You will receive a receipt from that office, which you may thereafter present to your driver examiner. Contact information for county treasurer's offices in Montana may bee the Driver Exam Station nearest to you, visit http://www.doj.state.mt.us/driving/driverexamstations.asp. If you live in a rural location, you may be required to pay for your new license at your locawhere you will be asked to show your old license and a copy of your certified marriage certificate. The fee for this service is generally $5. Just Married ­ Name Change Kit (Instructions) 2 To locatr http://www.findlegalforms.com/public/ss5.pdf in Adobe Acrobat PDF format. [_] Driver's License. To change your name on your driver's license you must go in person to your local Driver Exam Station he office will be listed under U.S. Government Agencies in your telephone book or you can call 1-800-772-1213. Form SS-5 can be downloaded from the following link. http://www.ssa.gov/online/ss-5.pdf oour nearest Social Security Office in person. Once completed, the form should be mailed (along with the original or certified copy of your marriage certificate) to your local Social Security Office. T you mail your SS-5 form, you will also need to mail your original marriage certificate. If you feel uncomfortable mailing an original or a certified copy of your marriage certificate, you can visit yd, complete Form SS-5 (access information can be found below). You will need to provide proof of your name change--your marriage certificate will qualify. The SSA requires the original document, so ife Department of Motor Vehicles (the "DMV") will check with the SSA to ensure that the information is the same before issuing you a new driver's license. To change your name on your social security carSecurity Card. Form SS-5. You should change your name with the Social Security Administration (the "SSA") before attempting to change your name on your driver's license. The reason for this is that thst and how soon it can be delivered to you. Step 3: Changing Documents and Identification. To keep from getting confused or overlooking one of the forms, check each off as you complete it. [_] Social marriage certificate, you can visit the county or city clerk's office where you originally took out your application for a marriage license. The clerk can tell you how much the certified copy will corefully. You need to read these instructions as well as the instructions contained in any of the enclosed forms. Step 1: Certified Copies of Your Marriage Certificate. If you need another copy of your_____________________ 4)________________________ Post Office Other:____________________ Other:____________________ Instructions Just Married ­ Name Change Kit Montana Step 1: Read the Instructions Ca______________________ 2) _______________________ 3) _______________________ 4)________________________ Doctors and Other Medical Personnel 1) _______________________ 2) _______________________ 3) _________________ 4)________________________ Clubs and Organizations 1) _______________________ 2) _______________________ 3) _______________________ 4)________________________ Insurance Companies 1) _ntracts 1) _______________________ 2) _______________________ 3) _______________________ 4)________________________ Employee Documents 1) _______________________ 2) _______________________ 3) _______________________ 3) _______________________ 4)________________________ Wills, Trusts, etc. 1) _______________________ 2) _______________________ 3) _______________________ 4)________________________ Co___________ Bank and Investment Accounts 1) _______________________ 2) _______________________ 3) _______________________ 4)________________________ Credit Cards 1) _______________________ 2) ________ Security Card Driver's License Vehicle Registration/Title Passport I.R.S. Voter Registration Utilities 1) _______________________ 2) _______________________ 3) _______________________ 4)_____________ way out of the use of these materials. An attorney should be consulted for all serious legal matters. Just Married ­ Name Change Kit (Information) 2 Just Married ­ Name Change Kit Checklist Socialloss of use, data, or profits or business interruption), however caused and on any theory of liability, whether in contract, strict liability or tort (including negligence or otherwise) arising in anyrs or affiliates be responsible or liable for any direct, indirect, incidental, special, exemplary or consequential damages (including, but not limited to, procurement of substitute goods or service, es of merchantability, suitability or completeness of any of the materials for your particular needs. The materials are used at your own risk. In no event will FindLegalForms, Inc., its agents, partnee purchase and use of these materials is subject to the "Disclaimers and Terms of Use" found at findlegalforms.com. These materials are provided "AS-IS." We do not give any express or implied warrantiour local government agency to ensure that they are up to date. Disclaimer No Attorney-Client relationship is created by use of these materials. FindLegalForms, Inc. does not provide legal advice. The them. PDF forms usually have to be either filled out by hand or on a typewriter. The forms linked in this packet may be modified by the State of Montana from time to time, so you should check with yer, use black ink and print as legibly and neatly as possible. Some of the forms to which we provide access may be in Adobe Acrobat PDF format. You will need a free Adobe Acrobat Viewer to view and us out the forms on the computer by entering the requested information in the appropriate fields or you can fill them out manually. If you are filling out the forms manually and are not using a typewritcate Certificate of Title (vehicle title); Links to Statement of Fact (vehicle title); Links to Form SS-5 (social security); Links to U.S. Passport forms; and Links to Form 8822 (I.R.S.) You can fillor the Name Change Kit; Checklist; Instructions for the Name Change Kit; (iv) (v) (vi) (vii) (viii) (ix) (x) (xi) Sample Letter 1; Sample Letter 2; Contract Amendment; Links to Application for Duplipacket if you are: (i) (ii) under the age of 18; or changing your name for fraudulent or other improper purposes. Materials This form packet contains the following forms: (i) (ii) (iii) Information fuck and congratulations! Requirements To use this packet you must be: (i) Over the age of 18; (ii) a resident of the state of Montana; and (iii) recently or soon to be married. You may not use this need to change your name on government documents; letters notifying companies, organizations, and agencies of your name change; and a helpful checklist to ensure that you don't miss any thing. Good lny other official decrees. But although you have legally changed your name, your records and identification cards will not reflect this. That's where we come in. This kit contains: forms that you willkly and as painlessly as possible. As a point of reference, a marriage license granted by the state showing your new name qualifies as a legal name change. You don't have to go to court again or get aInformation Just Married ­ Name Change Kit Montana Overview Just married or soon to be? Our name change kit is designed to help the new bride or groom start their new life with their new name, as quic Montana