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Mrs. Spring
Master April 2021

What all did you change (admin wise)?!

Mrs. Spring, on May 6, 2021 at 10:44 PM Posted in Married Life 1 6
For those of you who did NOT change their last name after marriage, what administrative changes did you make when updating status from "single" to "married?"



Your HR payroll? Insurance policies?

6 Comments

Latest activity by Kari, on May 15, 2021 at 12:22 PM
  • Nicole
    Devoted August 2022
    Nicole ·
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    Not married yet, but I know I will have to change my marital status with HR, add my FH to my health insurance policy, and include him as the beneficiary on all my financial accounts. Oh and taxes! Filing as a married person.
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  • Brittany
    Dedicated June 2021
    Brittany ·
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    I'm not changing my name, but we will both have to update our health insurance (mine is better), car insurance (his is better), and definitely get more life insurance for both of us as well as making sure we both make a will. I know some people think that's morbid but really it's about taking care of the people you love to make sure a hard time wouldn't be even harder.

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  • Rebecca
    Master August 2019
    Rebecca ·
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    Basically my payroll stuff, combined health insurance, and then taxes when we filed the next deadline.

    Also, y'know, social media, but that's not legally binding.

    We need to make wills and such before September, though.

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  • M
    Legend June 2019
    Melle ·
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    Insurance for sure! i opted out of my work insurance to jump on his since his was better

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  • Samantha
    VIP October 2022
    Samantha ·
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    I’ll notify HR - one of the benefits is a spousal life insurance policy so I’ll be adding that. He’s already my emergency contact. And adding to life insurance, since mine is cheaper.
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  • Kari
    Master May 2020
    Kari ·
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    Such a great question.

    Definitely notify HR, or at the very least once you are married call up HR and ask them what changes you should make when your benefits enrollment period comes around. Even if you don't change your name and you each keep all of your own benefits there will be places you can add your spouse on as a beneficiary or to provide access/control over some accounts. You will likely want to add your spouse onto your life insurance, as a beneficiary on your retirement accounts, and you should each add the other as a dependent on your HSA(s) if you have one (this will allow your spouse to use your saved funds and them to use yours). You may already have your partner on some of these, but for other accounts you will only be able to add them once you are legally married.

    Additionally you should add your spouse to any insurance policies you have, including homeowners insurance and vehicle liability and comprehensive insurance. In some cases,
    adding a spouse can also improve your insurance rates, and if nothing else they are then covered and able to make a claim on your behalf if needed. If you combine policies you can also save money as all insurers typically have multi-policy discounts.

    When tax season comes around, you'll need to notify your tax preparer that you are married, regardless of whether you intend to file separately or jointly. If you are filing jointly, you'll need all of your info in one location, and you will get a single tax return back.

    If you share children, there may be some other things to consider as well (I can't speak for that one). If you have a will or living will, some adjustments to those legal documents may be required as well.

    Most of these things don't need to happen ASAP, but I would recommend doing them within the first year or as policies come up for renewal.

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