Cookbook
Change the entity name
Amend the charter, refile DBAs, update bank accounts and the EIN record.
Last updated
Amend the charter, refile DBAs, update bank accounts and the EIN record.
Trigger
Branding change, post-acquisition rename, etc.
Call sequence
1. Compose change
POST /v1/entities/{id}/change_name { new_name }2. Run consents
POST /v1/board_consents + /v1/approvals // wrapped3. File amended charter
POST /v1/filings { kind: 'amended_charter' }4. Update IRS, bank, DBAs (sub-agent fan-out).
// streamedIdempotency
Idempotent on `(entity, new_name)`.
Webhooks
| Event | Description |
|---|---|
filing.completed | New charter on file. |
entity.name_changed | Canonical name updated everywhere. |
Errors
| Status | Code | Description |
|---|---|---|
422 | name_unavailable | New name not available in state. |
The full cascade
POST /v1/entities/{entity_id}/name_change returns a
CorporateTransaction in pending_filing state.
The cascade includes:
- A board consent
Resolutionauthorizing the amendment. - A stockholder consent Resolution approving the amendment.
- A
certificate_of_amendmentDocumentcapturing the new name. - A
Filingof the certificate of amendment with the Delaware Secretary of State. - A registered-agent re-confirmation (the RA records the name change with the state).
- A
BOI reportupdate if the name change triggers FinCEN reporting requirements.
DE typically accepts certificates of amendment within hours; the registered-agent re-confirmation can take days.
Downstream references
The Entity.name field updates automatically. Things the founder may
need to update outside Matter:
- Bank account name (via the partner-bank dashboard SSO link — most banks require a copy of the certificate of amendment).
- Customer-facing contracts that reference the legal entity name. Existing executed contracts remain valid; new contracts use the new name.
- Domain registration, social handles, marketing materials.
- IRS — the EIN doesn't change, but the IRS should be notified via Form 8822-B within 60 days. Matter doesn't file 8822-B in v1.
Common gotchas
- DBA vs name change. Changing the legal name requires the cascade
above. Operating under a different name without changing the legal
entity is a
dbaregistration — seecreateStateRegistrationwithregistration_kind: dba. DBAs are simpler and don't require board/stockholder consent. - Trademark conflicts. A new corporate name doesn't automatically give trademark rights. If the new name will be used as a brand, separately file a trademark application.
- Cap-table impact. Name changes don't affect equity. Outstanding stock certificates remain valid; subsequent issuances reference the new name.
Related operations
| Operation | Use |
|---|---|
increaseAuthorizedShares | Charter amendment for option-pool refresh / SAFE-conversion prep — same DGCL §242 cascade. |
changeOfficer | Officer roster changes; board-consent only, no charter amendment. |
changeDirector | Director roster changes; choose authority (board / stockholders / sole-director). |
See the Governance landing page for the full operation list.