Cfa Form PDF Details

Managing personal information is paramount for candidates preparing for the CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) exams, as well as for current CFA Charterholders and CIPM Certificants. The Identification Information Change Request Form is a critical tool for ensuring that personal details on the CFA Institute membership account are up-to-date and aligned with the identification documents. This necessity is underpinned by the requirement that the name on a candidate's passport must precisely match the name printed on their charter or certificate, highlighting the importance of accuracy in personal identification information. Personal details such as name, date of birth, passport number, its expiration date, and country of issuance must exactly match the information provided to the CFA Institute to avoid complications on exam day. Additionally, for name changes, the institute accepts specific documents like marriage certificates, divorce decrees, or court-issued name change documents. Submitting the Identification Information Change Request Form is subject to strict deadlines, set at least three weeks before exam dates, to allow for processing time. The process for submitting the form is straightforward but requires attention to detail, including the completion of all sections and the provision of the necessary documentation by email. The confirmation of changes is communicated via email, ensuring candidates and members are informed of the status of their requests within a specified timeframe.

QuestionAnswer
Form NameCfa Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesinstitute identification, name cfa institute, your cfa form, change passport cfa

Form Preview Example

IDENTIFICATION INFORMATION

CHANGE REQUEST

Important Notes

To register for the CFA or CIPM exams, or to update

CFA Charterholders and CIPM Certiicants: The name on your

your CFA Institute membership account, you must have

passport will be printed on your charter/certiicate.

a valid international travel passport.

Candidates: On exam day, the name, date of birth, passport number,

 

To change your name and/or your passport data, you must

expiration date, and country of issuance on your passport must match

submit a copy of your current passport.

exactly the information you provided to CFA Institute. Due to administrative

 

processing time, Identiication Information Change Request Forms must be

For name changes, you must also submit one of the following:

submitted by the deadline listed below. We cannot guarantee your record

• Marriage Certiicate

will be updated if your change is submitted after the deadline.

 

• Divorce Decree (Do not include decree provisions other than

Deadline for CFA Candidates: This form must be submitted at least

that ordering the name change)

three weeks prior to the exam date.

• Court-Issued Name Change Document

Deadline for CIPM Candidates: This form must be submitted at least

CFA Institute Members: All identiication changes require

a passport.

three weeks prior to your exam appointment.

Your change request will not 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. You will receive confirmation by e-mail in 7-10 business days.

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

EXPIRATION DATE

NUMBER

EXPIRATION DATE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

COUNTRY OF ISSUANCE

 

COUNTRY OF ISSUANCE

 

 

 

Passport

 

 

 

 

Date of Birth (month/day/year)

 

 

 

 

Gender

MALE

FEMALE

MALE

FEMALE

STEP 3

SIGNATURE

DATE (MONTH/DAY/YEAR)

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