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Name Change Process

How to request a name change on your IA account.

Reference: P&P Section 2.4

When Name Changes Are Needed​

  • Marriage — Taking spouse's surname
  • Divorce — Reverting to maiden name
  • Legal name change — Court-ordered change
  • Correction — Fixing spelling/typo errors
  • Gender transition — Updated legal documents

General Rules​

  • Requires approval — All name changes must be approved
  • Documentation required — Legal proof needed
  • One name per account — No aliases or DBAs (use entity registration)
  • Must match ID — Name must match KYC documents

Name Change Process​

Step 1: Gather Documentation​

  • Marriage — Marriage certificate
  • Divorce — Divorce decree showing name change
  • Legal change — Court order for name change
  • Correction — Correct ID document

Step 2: Submit Request​

Email to: compliance@corsairconnect.com

Subject: Name Change Request - [Your IA ID]

Include:

  • Current name on account
  • Requested new name
  • Reason for change
  • Attached documentation

Step 3: Update KYC​

You will need to:

  1. Submit new government ID with updated name
  2. Submit new proof of address (if address changed)
  3. Complete re-verification if requested

Step 4: Confirmation​

  • Request acknowledgment — 2 business days
  • Document review — 5-10 business days
  • Name updated — Upon approval
  • Confirmation sent — Via email

Required Documentation by Type​

Marriage Name Change​

  • Marriage certificate — Required
  • Updated government ID — Required
  • Updated proof of address — If address changed

Divorce Name Change​

  • Divorce decree — Required
  • Updated government ID — Required
  • Proof name change was part of decree — Required
  • Court order for name change — Required
  • Updated government ID — Required
  • Publication proof — If required by jurisdiction

Correction of Existing Name​

  • Correct government ID — Required
  • Explanation of error — Required

What Changes With Your Name​

  • Account display name — Updated
  • Commission statements — Updated
  • Official correspondence — Updated
  • Back Office profile — Updated
  • Tax documents — Updated going forward

What Doesn't Change​

  • IA ID number — Remains same
  • Sponsor — Remains same
  • Downline — Remains same
  • Commission history — Linked to account
  • Rank — Remains same

Special Situations​

Business Entity Name Changes​

If your IA position is held by a business entity:

  • DBA change → Submit new DBA filing
  • Entity name change → Submit amended articles
  • Entity type change → Use entity conversion process

See Business Entity Registration for entity changes.

Name Change During Active Withdrawal​

  • Withdrawal pending → Complete withdrawal first
  • Name change after → Update, then submit new withdrawal
  • Urgent change → Contact compliance for guidance

Name Change with Pending Compliance Issues​

  • Active investigation → May delay name change
  • Compliance hold → Resolve hold first
  • Name change to evade → Prohibited and detectable

Fees​

  • Marriage/divorce — None
  • Legal name change — None
  • Correction — None
  • Frequent changes (3+ per year) — May incur review

Restrictions​

Name Changes NOT Permitted​

  • To hide identity — Prohibited
  • To evade compliance — Prohibited
  • To someone else's name — Prohibited
  • To a pseudonym/alias — Prohibited

Waiting Periods​

  • Recent name change — 6 months before another
  • Multiple changes — May require explanation

After Name Change​

Update These Items​

  • Bank account — Ensure withdrawal account matches
  • Payment methods — Update if needed
  • Marketing materials — Update any personal materials
  • Business cards — Reprint if used

Notify Your Team​

While not required, you may want to:

  • Inform your sponsor
  • Let your downline know
  • Update any team communications

Contact​

Name change questions: