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  • Who initiates this? Liaison should walk missionaries through the steps below
  • When? At the loss of a spouse or at a time of divorce
  • What type of documentation do we need?
    • Unsure about this??? - Any thoughts?
    • Word of mouth from a trusted source, the missionary, verbal or written? 
  • Liaison and/or Gift Services:  If both people were on staff with Reliant, we might need to change the Fund Description name and possibly update the Aliases list in CRM.  Possibly remove the spouse's name or change the last name if the female is changing their last name.
  • If the missionary is changing their last name, they will need to send in a new Social Security Card to payroll@reliant.org so Payroll may update their last name in their FE Record.

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UI Steps


UI Step

Tax Settings: W4 Filing as Married vs Single


UI Step

If you are changing your last name, you will need to send in a new Social Security Card to payroll@reliant.org so we can update your name in our payroll system.


UI Step

Missionary fills out Release of Personal Information


UI Step

Missionary updates Beneficiary for 401k


UI Step

Missionary updates Beneficiary for HSA Account


UI Step

Missionary fills out a new Life Insurance Beneficiary Form to change the Beneficiary


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