Marriage
Congratulations! The coming weeks and months will be a busy and exciting time for you both. This section will help you focus on the personal, financial, and legal issues to consider as you prepare to walk down the aisle into married life.
Checklist
- Enroll Spouse in Benefit Plans
You have thirty (30) days to enroll your spouse from date of marriage. Like your benefits enrollment, you will be able to make this change in ADP.
Also, take the time to review your financial and insurance plans to make any changes to your coverage, contributions, or beneficiary designations.
- Review Tax Withholding
You may also want to adjust your tax withholding on your paycheck. You can review your current filing status in ADP and make any changes there.
- Review Life Insurance Coverage
When getting married, make sure to review and update your life insurance coverage and your beneficiary designation. You can make any updates in ADP. It is also advisable for you to consult with your financial advisor. If you don’t have a financial advisor, remember Sana offers an employer paid financial advisor benefit through Origin.
- Apply for a Social Security Card
If you decide to legally change your name, you will need to apply for a corrected Social Security card with your changed name. Failure to do so could delay a tax refund coming to you or prevent some of your pay from being credited properly to your Social Security record, which could cause your future Social Security benefits to be less than they should be.
To apply, provide a recently issued document, such as your marriage license/certificate, as proof of your legal name change. If the document you provide does not give the Social Security Administration enough information to identify you in its records, you will be asked for an identity document showing your old name and another in your new name providing evidence of your identity.
You will need to fill out an Application for a Social Security Card (SS-5) form and submit it to the Social Security Administration. You can download a copy of the SS-5 form and instructions in an electronic format from here and print it out at your leisure. The instructions include details on acceptable evidence of your identity.
Also, you can visit Social Security or call 1-800-772-1213 at any hour of the day toll-free. If you wish to speak to a service representative, call between the hours of 7 a.m. and 7 p.m. Eastern time on business days. If you are hearing-impaired, call 1-800-325-0778 instead. Note: Social Security telephone lines are busiest early in the week and early in the month, so if possible, avoid those times.
Social Security treats all information as confidential.
Important! If you are planning on changing your name, be sure to provide a copy of your new SSN card to peopleops@sana.com.