I’ve changed my name. How do I update my Pax World account?
Changing the name on an account is, in effect, a change in ownership of the shares held in the account. In order to change the ownership of a Pax World account, we require a letter of instruction that should include your account number, current name, address, and tax ID or Social Security number, as well as specific instructions for the change in ownership (for example, “Please change my name from Mary Martin to Mary Jones and my address from 1 Main St., Boston, MA to 2 Oak St., Cleveland, OH”).
