Wells Fargo Beneficiary PDF Details

Preparing for the future and ensuring that your assets are managed according to your wishes after your passing is an essential aspect of financial planning. The Wells Fargo Checking Beneficiary Form provides a structured process for account holders to specify individuals or entities that will receive funds from their accounts in the event of their death. By completing this form, participants can revoke any previous beneficiary designations and clearly outline their current choices, including primary and contingent beneficiaries, thereby ensuring that their assets are distributed as intended. This process requires attention to detail, as incomplete fields can lead to the form being returned. Furthermore, the inclusion of general provisions on the form outlines how accounts will be managed upon the participant's death, conditions under which beneficiaries are eligible, and stipulates that all designations are subject to the terms of the plan, which may be amended. It highlights the participant's ability to change their beneficiary without needing consent from any designated individuals, except where spousal consent is required. The Wells Fargo Checking Beneficiary Form is a crucial component of estate planning, ensuring that the participant's financial legacy is preserved and passed on in accordance with their wishes. It is imperative for account holders to thoroughly read and understand these provisions before submitting their designations to Wells Fargo.

QuestionAnswer
Form Name Wells Fargo Checking Beneficiary
Form Length 2 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 30 sec
Other names how to add beneficiary to wells fargo bank account online, wells fargo pod form, how to add beneficiary to wells fargo account online, wells fargo add beneficiary online

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Designation of Beneficiary

Instructions to Participant

Complete this Designation of Beneficiary using black ink pen and return it to Wells Fargo at the address shown on the reverse side of this form. This Designation of Beneficiary includes and is subject to the General Provisions on the reverse side, which should be read carefully before completing this form.

Plan Name

Date

Lender Process Services Employee Stock Purchase Plan (LPS1)

Name of Participant

Social Security Number

I hereby revoke any Designation of Beneficiary I may previously have made under the above Plan and designate the following as my Beneficiary(ies) under the Plan.

If all fields are not completed for each beneficiary, the form will be returned to you.

List Primary

Social

Date of

Share

Relationship

Current Address

Beneficiary Name(s)

Security

Birth

(%)

 

 

Below

Number

 

 

 

 

1:

 

 

 

 

 

 

 

 

 

 

 

2:

 

 

 

 

 

 

 

 

 

 

 

3:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

100%

 

 

 

 

 

 

 

 

List Contingent

Social

Date of

Share

Relationship

Current Address

Beneficiary

Security

Birth

(%)

 

 

Name(s)Below

Number

 

 

 

 

1:

 

 

 

 

 

 

 

 

 

 

 

2:

 

 

 

 

 

 

 

 

 

 

 

3:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

100%

 

 

Signature of Participant

General Provisions

1.A separate account will be set up for each Beneficiary upon the Participant’s death, as evidenced by a certified death certificate or other proof of death acceptable to the Plan Administrator.

2.Unless otherwise expressly provided on the face of this Designation of Beneficiary, all sums payable under the Plan by reason of the death of the Participant shall be paid as follows:

(a)The entire death benefit shall be paid in equal shares to the Primary Beneficiaries who survive the Participant.

(b)If no Primary Beneficiary survives the Participant, the entire death benefit shall be paid in equal shares to the Contingent Beneficiaries who survive the Participant.

(c)If no Primary or Contingent Beneficiary survives the Participant, the entire death benefit shall be paid according to the terms of the Plan.

(d)If a Beneficiary is alive and otherwise eligible to receive a benefit on the date of the Participant’s death but dies before actually receiving payment of the entire benefit, the remaining benefit shall be paid to the deceased Beneficiary’s estate.

3.No Beneficiary will be allowed to designate a successor beneficiary.

4.The Participant may change this Designation of Beneficiary at any time without the consent of any person designated as a Beneficiary (other than any required consent by a spouse).

5.Neither this Designation nor any future change of Designation will be effective for any purpose unless filed with Wells Fargo prior to the death of the Participant.

6.This Designation of Beneficiary is subject to the terms of the Plan as it may be amended from time to time. All rights of the Participant, the designated Beneficiaries, and any other person to benefits under the Plan are governed by the terms of the Plan. The Employer has the right to amend the Plan in any manner that may affect this Designation without notice to, or consent of, any Participant or Beneficiary.

Return this form by mail to:

Wells Fargo Shareowner Services

Attn: Enrollment Specialist

P.O. Box 64856

South Saint Paul, MN 55164-0856

OR by FAX to: 866-729-7694

For Inquiries call Wells Fargo Shareowner Services at 866-927-3881

How to Edit Wells Fargo Beneficiary Form Online for Free

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Step 1: The first step will be to select the orange "Get Form Now" button.

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Prepare the how to add beneficiary to wells fargo bank account online PDF by providing the text necessary for every single section.

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Make sure you type in the necessary data in the List Contingent Beneficiary, Social Security Number, Date of Birth, Share, and Signature of Participant field.

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