Refund Check Change Requests
Last updated: March 21, 2026
Overview
If your insured needs to update information on a refund check, whether it's the name or the mailing address, you can submit a change request on their behalf. This article outlines the supported change types, required documentation, and how to submit a request.
Supported Change Types
Address Change — Updating the mailing address on a refund check
Name Change — Reissuing a check from a business name to the individual owner's name
Address Change
Your agency can update the address where a refund check gets sent. Once a refund has been initiated, you can find its details under the Transactions section on the program page. Clicking on the return line will open a window showing the refund details, along with an option to reissue the check to a different address.
From there, fill in the new address information and submit to reissue the check. Note that a document must be uploaded in this section in order to successfully update the address.
Required Documentation
Submit at least one third-party document that shows the insured's or business's name along with the new address. Accepted documents include, but are not limited to:
Utility bill
Lease agreement
Bank statement
Government-issued mail or notice
Any other official third-party document reflecting the name and updated address
Please note: The document must display both the insured/business name and the new address.
Name Change: Business to Individual/Owner
When This Applies
Use this request type when a refund check was issued in the business name and the insured needs it reissued in their own personal name.
Required Documentation
Submit one of the following documents. The document must clearly show both the business name and the individual owner's name.
Document | What It Should Show |
Articles of Incorporation | Individual listed as incorporator, officer, or registered agent |
Tax Documents | Business tax filing (e.g., Schedule C, 1065, 1120-S) showing the individual as owner |
State Registration | State-issued business registration listing the individual as owner or principal |
Proof of Ownership | Any official document directly evidencing ownership of the business |
Operating Agreement | LLC or partnership agreement naming the individual as a member or managing member |
Business License | License issued to the business with the individual listed as the licensee or owner |
Sales Deed | Deed of sale or transfer document identifying the individual as the business owner |
How to Submit a Name Change Request
Email us at [email protected] and let us know your request.
Attach the required documentation for the applicable change type(s).
We'll handle the rest — once we receive your request and verify the documentation, we'll reissue the check with the updated information.
If Documentation Is Insufficient
If the submitted documents do not meet the requirements, we will reach out to you to request additional information. Please note that we are unable to reissue a check without proper documentation on file.
Contact Us
Need more help? Contact us at [email protected] for more help.