Name Change Request

Admin

People & HR · Legal

Update a legal or preferred name with the current name, the requested name, and optional proof.

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A name change that only hits email leaves the badge and the W-2 behind. This template asks current vs requested, legal vs preferred, and optional proof so records know which systems are allowed to move.

Who it is for

HR and registrar desks who still touch more than one system by hand.

When to use it

Use it when the person already has a record. Mailing Address Update is a different field. Document Request is a copy of something. Data Deletion Request is a privacy right. Employee Onboarding is day one, not a later change.

What this form collects

Current name, account email, requested name, legal vs preferred, reason, optional proof file, and optional notes about systems that must stay.

  • Employee legal name change
  • Student preferred-name update
  • Member directory display name

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Name Change Request

Update a legal or preferred name with the current name, the requested name, and optional proof.

Court order, ID, or other proof if this is a legal change.

Ready to use this template?

Frequently asked questions

Does this change their login email?

Only if a person does that work. Say in the success message which directories you will touch and which they must change themselves.

Is proof required?

The file is optional so preferred-name updates are not blocked. Make it required on a cloned legal-name form if your counsel wants a court order.

What about payroll and benefits names that must stay?

That is what the notes field is for. Preferred-name updates should not silently rewrite a tax form.

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