To update your legal name on your account, we'll need the following:
1. Legal Documentation
- Accepted documents include a marriage certificate, divorce decree, or court order.
2. Medallion Signature Guaranteed LOI
3. Updated Wet-Signed W-9 Form
- Please find a blank, downloadable W-9 via the IRS here.
Please contact cashmere@sweaterfunds.com for more information as well as a secure file link. All documents must be uploaded using your secure file link.