IDENTIFICATION INFORMATION CHANGE REQUEST

Important Note for CFA Program Candidates

You may be able to update your passport information online without submitting this form. Please read the instructions carefully.
CFA Program Candidates: To participate in the CFA exam, or to
update your CFA Institute account, you must have a valid international
travel passport.
If you are confirmed to attend an upcoming CFA exam and your
passport has expired or will expire before exam day, you may
update the following by accessing the Manage Account page
without submitting this form and a copy of your new passport to
CFA Institute:
country of issuance,
last four digits of passport number,
and passport expiration date.
If your passport does not expire before your exam date, you must
submit this form along with a copy of your valid international
passport for all changes.
On exam day, the name, passport number, and expiration date on your
passport must match exactly your admission ticket.
CIPM Program Candidates: On exam day, you will be required to
present a valid international travel passport at the testing center. The
name on your passport must match exactly the information you
provided to CFA Institute.

Deadline for CFA Program and CIPM Candidates:

To allow for processing, this form must be submitted at least
three weeks prior to the exam date. We cannot guarantee
your record will be updated if your change is submitted after
this deadline.
For all candidate and member name changes, you must
submit a copy of your passport displaying your updated name and
also submit one of the following:
Marriage Certificate
Divorce Decree (Do not include decree provisions other than
that ordering the name change)
Court-Issued Name Change Document
CFA Institute and CIPM Members: All identification changes
require a current passport.
CFA Charterholders and CIPM Certificants: The name
on your passport will be printed on your charter/certificate.
Processing time: You will receive an email confirmation within
3-5 business days upon receipt, with the exception of peak exam
periods.

Complete all sections

STEP 1
CFA INSTITUTE IDENTIFICATION #

E-MAIL

STEP 2
Update the data that you would like to change. Please place a in the no change column if the current information is correct.
PREVIOUS INFORMATION

NEW INFORMATION

NO CHANGE

Prefix or Suffix
First (given) Name
Middle Name or Initial
Last Name (family or surname)
NUMBER (LAST 4 DIGITS ONLY)
COUNTRY OF ISSUANCE

EXPIRATION DATE

NUMBER (LAST 4 DIGITS ONLY)

EXPIRATION DATE

COUNTRY OF ISSUANCE

Passport
Date of Birth (month/day/year)
Gender

Male

Female

Male

Female

STEP 3
SIGNATURE

DATE (MONTH/DAY/YEAR)

Your change request cannot be processed without all required documentation. Print this form and complete all sections. Submit the completed form and supporting
documentation by e-mail to cmservices@cfainstitute.org.