Active employees
If you’re still employed with the company that sponsors your Guideline 401(k), your name will first need to be updated directly in your company's payroll provider. Please speak to your internal administrator or HR department to have your name adjusted.
Once updated in payroll, please contact our participant support team to inform us of the name change. You'll need to let us know this has been updated in payroll, so we can update your name within the Guideline system.
Participants who have terminated employment
If you are no longer employed with the company that sponsored your Guideline 401(k), then supporting documentation will be required in order for Guideline to make the name change in our system.
Here are the documents we’ll need to support your name change:
An up-to-date color copy of a government-issued ID (a driver’s license or state ID card is preferred, but a passport is also acceptable).
If you were recently married and your ID has not yet been updated, please share a copy of your marriage certificate.
You can upload these documents securely using the Shared Files folder of your Guideline Resource Library. Please then contact our participant support team to inform us of the uploaded documents, and state your requested name change. To expedite name change requests, please also include your date of birth and Guideline account ID for verification purposes.