Preferred Name - Exceptions to the Last Name Policy
This document explains the current exception to the campus Preferred Name policy and how to handle requests that meet the criteria below.
As of May 29th, Preferred Name will be synced with email and calendar display names in Office 365 and WiscMail/WiscCal (see this news item for additional information).
In some cases, faculty and staff may use a name in their professional correspondence that is different from their legal name, with the former being entered as an Office 365 or WiscMail display name. If no action is taken before May 29th, their display name will be automatically updated to reflect their legal name, which may be problematic.
Example: Buckingham Badger is a researcher at UW-Madison. When he first began publishing research, this is the name he used in those publications. Buckingham is now married, and he decided to change his last name to include his wife's given name, Marten, so his legal name is now Buckingham Badger-Marten. However, he continued to use the same name (Buckingham Badger) as his Office 365 display name, so that he could be correctly identified in his professional correspondence.
Buckingham cannot change his preferred last name to be simply "Badger", as his legal name is "Badger-Marten". However, if he does not update his preferred name before May 29th, recipients of his professional correspondence will no longer see the name they are used to seeing.
This type of issue will be treated as an exception to the normal Preferred Name policy. If you have a situation similar to the one described above, please contact the DoIT Help Desk for assistance.