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Marriage admin checklist

Some updates unlock others, so work through this roughly in order: official records first, then banks and insurers, then everything smaller.

26 items

Makes your own editable copy. No account needed.

The items

  1. Decision made on whether either of you is changing your name
  2. Marriage certificate collected, with a few extra certified copies
  3. Passport
  4. Application form for a new name completed
  5. Certified copy of the marriage certificate included
  6. Current passport sent with the application, not photocopied
  7. Driving licenceUpdated online or by post once the new name is official — see this catalogue's driving licence checklist for the detail.
  8. Bank and building society accounts
  9. Name change form completed for each account
  10. Joint account opened or existing accounts renamed, if that's the plan
  11. New cards ordered once the name is updated
  12. Employer
  13. HR and payroll told
  14. Workplace pension provider told
  15. Work email, ID badge or system logins updated, if relevant
  16. HMRCName and marital status both matter for tax purposes — check the current rules for what needs reporting.
  17. Doctor, dentist and other health records updated
  18. Utility providers and the council told, for billing and council tax records
  19. Insurance policies
  20. Home and contents
  21. Car
  22. Life insurance, including who it's written in trust for
  23. Pension providers told of the name change
  24. Will checked and updated, since marriage can affect an existing one
  25. Subscriptions, loyalty accounts and anything smaller updated last
  26. Email signature and any professional profiles updated, if relevant

Makes your own editable copy. No account needed.

Questions people ask

Do both people need to change their name?
No — changing a name is a choice, not a requirement of getting married. This list works either way; skip the name-change steps if neither of you is changing anything.
What should be updated first?
Official records — the marriage certificate is what every other organisation will ask to see, so get certified copies before starting on banks or insurers.
Does a will need updating too?
Very likely — marriage can affect an existing will, and it's worth checking rather than assuming an old one still stands. Check the current rules, or see this catalogue's will checklist.