Affidavit for different first name

This discussion addresses the process of claiming mutual funds when the nominee's name differs from the current legal name. The original poster bought funds in their mother's name, listing themselves as nominee with a different first name than they use now. With the mother deceased, they seek to claim the funds and inquire about using an affidavit. Advice suggests an affidavit alone may not suffice and recommends gathering supporting evidence like witness affidavits, old school records, or certificates bearing the previous name. If the nominee process is initially denied, obtaining a 'p and s certificate' is suggested.