Hi guys sorry if I'm posting in the wrong place but I seem to have made a mistake which is really stressing me out. I inadvertently neglected to write my complete given name when I made my CFA institute account (haven't registered for an exam yet) meaning it is not a 100% same as the one on my passport. When I was making my account I didn't think it would be such a big deal until I learned that the account name would be on the admission ticket. My question is that if I submit the name change form with a copy of my passport would it be enough or is other documentation required as well? Thanks in advance.

Thank you for the help :). Would scanning both docs and emailing be enough?

Not reallyHere's the form -> http://www.cfainstitute.org/Forms/name_change.pdf

A CFA Level 1 Discussion About Problem With Name In CFAI Account

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This topic has 8 replies, 3 voices, and was last updated Apr-188:45 pm by ArsenalFan.

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- ArsenalFan
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  - Undecided
  03 Mar 2018 at 8:01 pm
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  Thank you for the help :). Would scanning both docs and emailing be enough?
- Bittersweet
  Participant
  - CFA Level 1
  05 Mar 2018 at 9:21 am
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  3
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  Not really
  
  Here’s the form -> http://www.cfainstitute.org/Forms/name_change.pdf
- Bittersweet
  Participant
  - CFA Level 1
  05 Mar 2018 at 6:35 am
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  2
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  I had the same problem. Just contact the CFAI and they will provide you with step by step procedure
- ArsenalFan
  Participant
  - Undecided
  05 Mar 2018 at 8:57 am
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  Is it ok if I fill out the form by hand?
- ArsenalFan
  Participant
  - Undecided
  02 Apr 2018 at 8:45 pm
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  Thanks so much for the help guys. Issue has been resolved.
- hairyfairy
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  - Undecided
  03 Mar 2018 at 10:08 am
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  You’ll need to submit a name change for sure. Copy of passport is fine, as per guidance here. CFAI are quite fast with these so shouldn’t be any issues.
- ArsenalFan
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  - Undecided
  05 Mar 2018 at 8:39 am
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  Did they ask you to provide anything other than a copy of your passport and the form? what steps did they give you?
  
  Thanks.
- Bittersweet
  Participant
  - CFA Level 1
  05 Mar 2018 at 8:47 am
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  I had to submit a copy of my passport and fill a simple pfd document with previous and changed information.
  
  This process must be done at least 3 weeks before the exam, so I suggest that you do it as soon as possible to avoid any problems.
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