Broker Check

Post Divorce Reminder Checklist

  1. Change of Name-Form SS-5, Social Security Administration
  2. Change of Address-Form 8822-IRS
  3. Change of Withholding-Form W-4-Employer
  4. Change Your Will
  5. Change Your Trust
  6. Change of Name-Form SS-5, Social Security Administration
  7. Change Your Life Insurance Beneficiary
  8. Change Your Retirement Accounts Beneficiary
  9. Change Your Bank Accounts
  10. Change Your Brokerage Accounts
  11. Change All Titles and Deeds
  12. Contact the IRS and State in Reference to Estimated Tax Payments Made
  13. Change Credit Cards
  14. Change Ownership of Stocks, Bonds & Mutual Funds


Most Importantly Make an Appointment with Your Tax Advisor ASAP.


  1. Filing Status
  2. Tax Estimates
  3. Sale of Assets
  4. Dependent Exemptions


Tim Riley MDiv, MBA, EA