Wells Fargo Beneficiary PDF Details

When you are a beneficiary of a Wells Fargo account, it is important to fill out the Beneficiary Form so that your loved ones will be able to access the account in case something happens to you. The form can be filled out either online or on paper, and it is important to provide as much information as possible so that your loved ones will be able to easily access the account if needed. The form asks for your name, address, Social Security Number, and other contact information. It's also a good idea to designate a successor trustee if you have one. Filling out the Wells Fargo Beneficiary Form is an easy way to make sure your loved ones are taken care of in case of an emergency.

Before you decide to fill out the form, you should find out more concerning the type of form you will use.

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

Form Preview Example

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

There's nothing hard concerning working with the how to add beneficiary to wells fargo bank account online when using our tool. By simply following these basic steps, you can obtain the prepared document in the shortest time possible.

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

Step 2: You'll find all the options that you can use on the template as soon as you've accessed the how to add beneficiary to wells fargo bank account online editing page.

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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Step 3: Click "Done". You can now upload your PDF document.

Step 4: Create duplicates of the file - it may help you keep away from forthcoming worries. And fear not - we cannot reveal or read your details.

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