Checklist
This is the typical process for updating names and gender markers. For
more details or more specific information for your state or territory, visit
TransEquality.org/Documents.
1 Some applicants may wish to file for a court order for gender change at the same time as their name change depending
on if the state or territory requires legal recognition of gender transition.
File for your name change in the state where you live or have residency.
☐ Find out if there is a fee or publication requirement and if it can be waived.
☐ Ask for your case to be sealed if you are concerned about privacy or safety.
☐ Obtain multiple certified copies of the court-ordered change (this may cost money).
Obtain a court-ordered name (if changing your legal name)
1
To update the gender marker on your passport, you will need to submit a letter from
a physician confirming that you have had appropriate clinical treatment for gender
transition. Use exact language from our sample letter at TransEquality.org/Passports.
All passport applications that include a gender change must be submitted in person
at a Passport Acceptance Facility (find one at iafdb.travel.state.gov). If you’re only
updating your name, you can submit your application in person or in the mail.
☐ Ensure that your physician follows the exact language of the NCTE model letter.
☐ Check to make sure a physician (MD or DO) signed the letter and that it is on the
physician’s letterhead.
Apply for an updated passport (if you have one)
Find more details at TransEquality.org/SSA
☐ Locate the nearest Social Security oce (secure.ssa.gov/locator)
☐ If changing your name bring a certified copy of your name change order.
☐ If changing your gender, bring proof of transition using one of the following:
A valid 10-year passport showing your updated gender
A birth certificate showing your updated gender
A court order recognizing a change of gender
A signed letter from a doctor on letterhead showing appopriate clinical treatment
A valid 10-year passport showing your updated gender
Update information with Social Security
Typically, you will only need a copy of your name change order, as many of these
documents do not show gender.
☐ Update your name on bank accounts, credit cards, and other financial records.
☐ Update the name on your health, car and home insurance plans if applicable.
☐ Update your name on any other IDs or records.
The processes for updating school and workplace records may vary.
Update insurance, financial accounts, and school or employment records
Update state ID or drivers license with the Department of Motor Vehicles
Complete this step in the state where you live or have residency.
☐ To update your legal name, bring your court-ordered name change document.
☐ To update your gender marker, follow the instructions in the state where you live.
☐ See TransEquality.org/Documents for more information.