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Human Resources Policies

HR66 Change of Legal Name of an Employee

Policy Status: 

Under Review

Policy Steward: 

Vice President for Human Resources

POLICY'S INITIAL DATE: November 15, 1968 

THIS VERSION EFFECTIVE: September 14, 1983

NOTE: The implementation of SIMBA requires the review of many University Human Resource Policies and Guidelines. After consultation with key constituencies, work has been underway to update, consolidate, and improve our policies and guidelines to better serve the Penn State community. However, please be aware that due to the volume of the impacted policies and guidelines, not all policies are currently updated to reflect changes which have been communicated; however, the policies will be updated soon and have appropriate and applicable effective dates listed. We appreciate your patience as we work through this review process. Any questions can be directed to HR Services at 814-865-1473 or submit an inquiry via WorkLion.

  • Purpose
  • Forms That Must be Completed
  • Forms That May be Completed at the Option of the Employee

    • PURPOSE:

    To notify appropriate University departments of an employee's change of name.

    FORMS THAT MUST BE COMPLETED:

    For an employee to change his or her name, it is necessary to obtain and complete the following forms:

    1. Request for Change of Beneficiary and/or Change of Name (Group Insurance).
    2. Employee's Withholding Allowance Certificate (Form W-4).
    3. Approval Authorization Cards (when applicable). (See instructions)
    4. Parking Registration Form (form available from Parking Chairpersons)
    5. Payroll Change Forms. (IBIS form - see instructions)

    FORMS THAT MAY BE COMPLETED AT THE OPTION OF THE EMPLOYEE:

    The following forms may be completed to initiate certain changes that the employee may desire due to a name change:

    1. Voluntary Group Accident Insurance Enrollment Form.

      Available at:

      Univ Park: OHR-Employee Benefits Div, 865-1473

      Hershey: OHR-Hershey, replenished by OHR-Univ Park

      Commonwealth Campuses, Erie-The Behrend College & Harrisburg: Dir of Business Serv, replenished by OHR Employee Benefits Div.

      (See instructions)

       
    2. Nomination of Beneficiaries (State Retirement).

      Available from Office of Human Resources - Employee Benefits Division, 865-1473. (see instructions)

    Date Approved: 

    September 14, 1983

    Date Published: 

    September 14, 1983

    Effective Date: 

    September 14, 1983