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Service Alert: i-BusinessCapturePro, i-BusinessBanking™ (IBB), online, and mobile banking are temporarily unavailable during the Macatawa Bank conversion weekend. Access will resume on April 28. Learn more.
Resources
Industry Specific
Access all the commercial banking resources your business needs to succeed.
Newlywed Checklist
Newlywed Checklist
Helpful tips for after your I dos
Name change notifications
- Social Security Administration to receive new Social Security card
- Secretary of State to change name on driver’s license and any titles that need to be changed
- Passport
- TSA PreCheck
- Bank to change legal name on all accounts
- Investment companies to change legal name
- Credit cards and any other companies you have debt obligations with (including auto-pay accounts)
- Insurance provider to update insurance policies
- Utility company
- Voter registration
Employer notification
- Update tax forms to reflect marital status
- Update retirement plan beneficiaries
- Update health plan changes
- Update personal information records
Legal considerations
- Consider designating your spouse as beneficiary on bank accounts, insurance policies, and investment accounts
- Consider adding your wedding ring to insurance policy
- Review life insurance policies for adequate coverage
- Review trust documents or wills that were created before marriage with an attorney
Financial considerations
- Create a monthly budget with combined income
- Review combined finances and debt obligations
- Review account ownership of bank accounts (separate or joint accounts)
- Review account ownership on investment accounts
- Set financial goals to build wealth
Taxes
- Seek advice from a tax professional regarding tax filing
We’re here to help!
If you have questions, give us a call, schedule an appointment, or stop by one of our branch locations.
