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Account Holder Name Change Request - Chase.com

Morgan Securities LLC Member FINRA and SIPCA ccount Holder name Change RequestINVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEUse this form to Request a Change in the name on your brokerage you need to know This Request cannot be used to Change the ownership for your Account . Legal documentation must be from a government source. We cannot process a name Change with only a copy of your Social Security card. The name on the name Change Request form must match the name on all provided supporting documents. For your protection, a representative may call you to confirm this transaction before it is processed.

(Please attach a copy of your passport or birth certificate or valid government issued ID and Social Security card.) Naturalization (Please attach a copy of your Certificate of Naturalization and Immigration Petition for Name Change or valid government issued ID and Social Security card.) This form can't be used on . checking, savings or

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