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Change of Name Request Form
Complete
ALL
blanks, sign the form, and mail or fax to the CFA Institute address noted below. Print legibly or type.
When submitting a request for a Change of Name, the appropriate supporting documentation must accompany
the request. Appropriate supporting documentation is granted by governmental agencies.
Please submit a copy of one of the following:
Change of Name
Request Form
Marriage Certificate
Divorce Decree Please note that if you are

submitting a copy of divorce papers, please do not

include any provisions other than that ordering

the name change.
Court-Issued Name Change Document
Passport
Drivers License
Note: We are unable to maintain non-English characters in our database. If your name includes a non-English
character (ex: ë, æ, é, å, ñ), please provide an English letter, or combination of letters, that will be acceptable.
CFA Institute Identification # _____________________
E-mail Address ________________________________
Previous Name
Print name as it currently appears on CFA Institute records. Please refer to your profile on our
web site at www.cfainstitute.org (member or CFA Program candidate login) for validation.
_____________________________________________________________________________________________
Prefix First (Given) Name Middle Name/Initial Last Name (Family or Surname) Suffix
New Name
Print name
EXACTLY
as you wish it to appear on CFA Institute records.
CFA Candidates:
The name on your exam admission ticket (from CFA Institute records) must match your name as it
appears on the government issued photo identification that you will use on exam day.
CIPM Candidates:
The preprinted name on each ID must match exactly the name on file with CFA Institute and
Pearson VUE. If your name does not match, you will not be allowed to take the exam.
IMPORTANT
This form is not to be used for updating names on
CFA charters. Any questions regarding the printing and distribution
of the CFA charter or CIPM certificate should be submitted in writing
to CFA Institute at info@cfainstitute.org.
Prefix Mr. Mrs. Ms. Miss Dr. Hon. Rev. Prof.
First (Given) Name
Middle Name or Initial
Last Name
(Family or Surname)
Suffix II III IV V VI VII VIII Jr. Sr.
(These are the only allowable options.)
Candidate / Member Signature Required
Date
_________________________________________________ _______________________________________________

(day/month/year)
CFA Institute, 560 Ray C. Hunt Drive, PO Box 3668, Charlottesville, VA, 22903-0668, USA
Fax: 434-951-5290 Phone: 434-951-5499 Toll free: 800-247-8132 cmservices@cfainstitute.org