Wells Fargo Checking Beneficiary PDF Details

Have you ever wondered what happens to your checking account after you die? Wells Fargo has made it easy to designate a beneficiary for your checking account. Your beneficiary will be able to access the funds in your account after you die. You can complete the Wells Fargo Checking Beneficiary Form online or in person at a Wells Fargo banking center. The form is simple to complete and only takes a few minutes. Designating a beneficiary for your checking account is an important step in ensuring that your loved ones have access to your funds after you die.

You will discover information regarding the type of form you want to prepare in the table. It will tell you the length of time you will need to finish wells fargo checking beneficiary, exactly what parts you will have to fill in, and so forth.

QuestionAnswer
Form NameWells Fargo Checking Beneficiary
Form Length2 pages
Fillable?Yes
Fillable fields40
Avg. time to fill out8 min 30 sec
Other nameswells fargo payable on death form, wells fargo add beneficiary to checking account, wells fargo beneficiary form, how to add beneficiary wells fargo

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

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portion of spaces in add beneficiary to wells fargo account

Make sure you type in the necessary data in the Social, Security, Number DateofBirth, Share, Signature, of, Participant Beneficiary, and Names, Below field.

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