Marriage changes several money and paperwork details. A checklist makes sure nothing is missed.
Things to review
- Tax filing status, and both of your W-4s
- Health insurance: marriage usually opens a special enrollment period, often 60 days
- Beneficiaries on retirement accounts and life insurance
- Name changes: Social Security first, then ID, banks and employers
- Wills and powers of attorney
- Joint and separate accounts
General information. Rules vary by state; ask a professional for your situation. Coin Jar Club isn't paid by any bank, lender or app.