Address change list
Work in progress.
Let’s say you run a 501(c)(3) public charity (as I have, several times). You change your address. What do you need to do to update it? (NOT legal advice)
- the state you incorporated in
- may require a board resolution in some places?
- the charities bureau of the state you are incorporated in
- your registered agent (depending on how you have it set up)
- the IRS
- your bookkeepers/accountants/auditors
- banks
- payment processors
- insurance broker, who should tell the insurance compan(ies)
- payroll/PEO/EOR companies
- software: accounting
- online accounts: TechSoup
- people that pay you that have annoying remittance systems (universities, large foundations, large corporations)
And if you want to be really careful:
- send an email to everyone you have a contract with - or at least institutions with whom you have major contracts
My understanding is that the list is quite similar for name changes, though perhaps more involved.
