Trans/Non-Binary Name Change Checklist (Canada) Afar

Birth Certificate:

• Follow provincial vital statistics guidelines to update name and gender on the birth certificate.

Service Canada (SIN Card):

• Visit local Service Canada to update the Social Insurance Number (SIN) card. Bring supporting documents, including the change of name certificate.

Canada Revenue Agency (CRA):

• Submit a letter to CRA declaring name and gender change. Include the provincial change of name document and specify updated details for tax-related correspondence.

Employment:

• Inform your employer’s HR department about name and gender marker change.
• Update work-related paperwork, including employment records, insurance, life insurance, benefits, and disability eligibility.
• Update nametag, time cards, employee records, directory, nameplate, and client/customer records.

Indian Status Card:

• Update information on the secure status card.

Driver’s ID and Vehicle Registration:

• Update driver’s license at the relevant provincial licensing office.
• Update vehicle registration, car title.

Voter Registries:

• Update voter registration with local, provincial/territory, and federal registries.

Banking:

• Visit the bank to update records, including debit/credit cards, paper checks, and investing accounts.

Online Accounts:

• Update information on various online platforms, including payment services, social networks, messaging services, professional listings, dating services, video sites, microblogging services, personal services, photo sharing, videoconferencing, email accounts, forums, porn platforms, commenting platforms, and apps.

Passport:

• Apply for a new passport with updated details. Ensure the birth certificate reflects the new name and gender marker before applying.

Credit Reporting Agencies:

• Notify both TransUnion and Equifax of the name change.

Insurance Policies:

• Contact insurance providers to inform them of name and gender change.
• This includes car insurance, home insurance, health insurance, and pet insurance. Provide necessary documentation.

Medical Records and Professionals:

• Contact each medical professional’s office to update records, including doctor’s office, dentist, vision care providers, pharmacy, and physical therapists.

Educational Institutions:

• Inform attended educational institutions about name and gender change.
• Check each institution’s administration office for specific procedures on updating transcripts and diplomas.

Post Office:

• Visit the post office to update name and gender marker if you’ve changed your address or wish to reflect updated details on postal information.

Spousal Information:

• Update spouse’s health contact information through the doctor and workplace.
• If applicable, update spousal insurance and life insurance coverage through their workplace. Additionally, update joint bank accounts.

Legal Documents:

• Update will, power of attorney, health directive, and living trust.

Financial Documents:

• Update utilities information, electricity, water, phone, internet.
• Also, update vehicle loans, school loans, and mortgage or lease.

Memberships:

• For organizations, clubs, and services where you hold memberships, follow their specific procedures for updating records.

Loyalty Programs:

• Update memberships in airlines, transit pass, restaurants/fast food, grocers, clothing stores, rideshare services, gas stations, hotels, animal adoption centres, automotive stores, home improvement stores, vehicle rental agencies, office supply stores, beauty stores, sports/outdoors stores, electronics stores, entertainment outlets, retailers, online retailers, subscriptions, clubs, meal delivery services, and charity subscriptions.