Changing Your Name On Chase Mortgage: A Step-By-Step Guide

Changing your name on your mortgage with Chase Bank involves several steps. Firstly, you must complete the legal name change process, which includes obtaining an original or certified copy of the document that verifies your name change, such as a marriage certificate or court order. Then, before contacting Chase, update your name with the Social Security Administration and your state government, and obtain an updated photo ID. Once you have the necessary documentation, you can contact Chase Mortgage Customer Service at 1-800-848-9136 to inquire about the specific requirements and procedures for changing your name on your mortgage account.

How do I change my name on my Chase Mortgage?

Contact Chase mortgage customer service

To contact Chase mortgage customer service, you can call them at 800-447-1101. If you are a Chase employee, call 866-421-5487. You can also file complaints about your servicer with the New York State Department of Financial Services by calling their Consumer Help Unit at 1-800-342-3736, or you can file complaints directly with Chase by calling 1-800-848-9136.

If you prefer, you can also send Chase a secure message or question about your mortgage when you sign into your Chase account. They will respond within one business day. You can also upload documents or submit requests through their document center or by mail.

If you need to change your name on your Chase mortgage, you will need to visit any Chase Bank location in person with the necessary documents. You will need to provide original proof of name change, such as a marriage certificate or court order, a state or federal photo ID, and a second proof document, which can be a Chase bank plastic card, a plastic card issued by any other major bank, any other photo ID, a birth certificate, or a citizenship document.

Visit a Chase Bank branch in person

To change your name on your Chase mortgage, you can visit a Chase Bank branch in person. This is one of the most secure ways to change your name, although it can be time-consuming.

Firstly, you must complete the legal name change process. To do this, you need to obtain the original or certified copy of the document that notes your name change. This could be a marriage certificate, divorce decree, certificate of naturalization, or court order.

Once you have this, you can visit any Chase Bank location with the relevant documents. There are no forms to fill out, and you can't make an appointment, so you will need to be prepared to wait. Bring the following documents with you:

• Original proof of name change (marriage certificate, divorce decree, certificate of naturalization, or court order)
• First proof document (state or federal photo ID, such as a driver's license)
• Second proof document (this could be a Chase bank plastic card, a plastic card issued by any other major bank, any other photo ID, a birth certificate, or a citizenship document)

The bank staff will then be able to fax the information to the credit card department to process the name change.

It is worth noting that changing your name with your mortgage lender is usually one of the last steps in the name-changing process. Before visiting Chase Bank, you should consider changing your name with the Social Security Administration and your state government. You can do this by completing Form SS-5 and mailing it or delivering it in person to your local Social Security office. You will also need to visit your state DMV to get an updated photo ID.

Prepare the required documents

To change your name on your Chase mortgage, you'll need to prepare a few documents. Firstly, it's important to note that you must complete the legal name change process before you can change the name on your mortgage. This involves obtaining the original or certified copy of the document that authorises your name change. This could be a marriage certificate, divorce decree, certificate of naturalization, or a court order.

Next, you'll need to visit a Chase Bank location in person with your documents. There are no forms to fill out ahead of time, but you can call the customer service line for your Chase mortgage account on 1-800-848-9136 to confirm what you'll need. When you visit a Chase Bank branch, bring the following:

• Original proof of name change: This could be your marriage certificate, divorce decree, certificate of naturalization, or a court order.
• First proof document: A state or federal photo ID, such as an updated driver's license.
• Second proof document: This could be a Chase bank plastic card, a plastic card issued by any other major bank, any other photo ID, a birth certificate, or a citizenship document.

It's important to note that some sources suggest first changing your name with the Social Security Administration and your state government, and then visiting your bank. You may also need to provide a copy of your new Social Security card when changing your name with Chase.

Submit the name change request form

To submit the name change request form, start by contacting Chase's mortgage customer service line at 1-800-848-9136. You can also try reaching out to them through their website or mobile app. They will then likely send you a name change request form or direct you to where you can find one.

The form will require you to provide personal information and documentation to verify your identity and name change. This may include a copy of your new driver's license, a copy of your new Social Security card, or a copy of your name change document (e.g., marriage certificate, divorce decree, certificate of naturalization, or court order). Ensure that you have the necessary documentation before submitting the form to avoid delays in processing your request.

Some sources suggest that you can also visit any Chase Bank location in person to request a name change without the need for forms. However, you will still need to provide the same types of documents as mentioned above as proof of your identity and name change.

It is important to note that changing your name with the Social Security Administration and your state government before contacting your mortgage lender is advisable. This will ensure that your name change is legally recognized and may streamline the process with your lender.

Finally, be prepared for the possibility of a small processing fee associated with the name change, although this may vary depending on your bank.

Pay a small processing fee

Changing your name on your Chase mortgage may require you to pay a small processing fee. This is because, depending on your bank, the name change for your mortgage may be complimentary or come at a small cost.

Before contacting Chase, you must complete the legal name change process. This involves obtaining the original or certified copy of the document that notes your name change. This could be a marriage certificate, divorce decree, certificate of naturalization, or court order that approves the name change. You will then need to complete Form SS-5 and mail it or deliver it in person to your local Social Security office. If you mail the form, include all the necessary identification documents, which will be mailed back to you after the Social Security office registers the change.

After this, you can contact Chase Mortgage Customer Service at 1-800-848-9136 to inquire about changing your name on your mortgage. The customer service representative will likely send or direct you to a form to submit your new name information. You will need to provide some form of verification that your name has been changed, such as a copy of your new driver's license, a copy of your new Social Security card, or a copy of your name change document.

It is important to note that some sources suggest that you may be able to change your name over the phone by calling the number on the back of your card, while others suggest visiting any Chase Bank location in person and requesting an update to your name. In the latter case, you will need to bring the original proof of name change, such as a marriage certificate or court order, along with two forms of proof document, such as a state or federal photo ID and a Chase bank plastic card.

Frequently asked questions