Update My Information

Use this easy online form to update your personal information.  We will send you a confirmation message that your information has been received and that we have forwarded any relevant details to the appropriate investment companies, when applicable.

For beneficiary changes or updates to your investments, please contact Ministry Services at (888) 879-1376, option 1.

Thank you for helping us to keep accurate records!

Envoy Financial
Trusted Advice Along The Way


Contact Information Update Form:

Your Information:

Your Name:
Your Email Address:
First 4 digits of your Social Security Number (for verification purposes):


What information do you need to update?  You only need to provide information for the items you check. 

(Check all that apply)
Name
Address
Phone Numbers
Email address
Employer
  
Name:
 
New Name:
Previous Name:
Reason for Name Change:
Marriage     Divorce     Other


Address Information:

New Address:
Previous Address:


Phone Numbers:
 
New Home Phone Number:
Previous Home Phone Number:
New Work Phone Number:
Previous Work Phone Number:
New Cell Number:
Previous Cell Number:


Email Address:
 
New Email Address:
Previous Email Address:


Employer:

New Employer:
Previous Employer:


Additional Comments:

Please provide any other information in this box: