Terminated Employee
Terminated employees will need to reach out to their Plan Sponsor. For security of your account, your Plan Sponsor will need to be the party that notifies us of a change to your legal name.
Active Employee
For current employees, update your name in your company’s payroll system. The change should then be made in our database upon receipt of the next round of payroll data. If you do not see the change reflected after several payrolls have passed, give us a call at 800-406-4015 and we can look into this for you.