Wells Fargo Name Change Form PDF Details

Undergoing a name change requires meticulous attention to detail, especially when it comes to updating financial accounts to reflect one's new identity. The Wells Fargo Name Change Authorization form serves as a vital tool for individuals who find themselves navigating through this complex journey, catering specifically to those whose name changes stem from marriage, divorce, or other personal reasons. This comprehensive document is designed to ensure that all Wells Fargo Funds accounts are systematically updated, a process that involves not just the alteration of the account holder's name but also addresses potential changes in check-writing privileges, additions or removals of registered owners, and updates to beneficiary designations for retirement plan accounts. Furthermore, the form introduces a safeguard through the requirement of a Medallion Guarantee for signature authentication, a step that underscores the importance of security in validating one's identity post-name change. In addition to the primary purpose of updating one's name across Wells Fargo Funds accounts, the form also accommodates the revising of existing account options and bank information, further solidifying its role as an essential resource for individuals embarking on a new chapter of their lives with a new name.

QuestionAnswer
Form NameWells Fargo Name Change Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameshow to change name on wells fargo bank account online, change name wells fargo, wells fargo change name on account, how to change my name with wells fargo

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Name Change Authorization

Complete this form to update all of your Wells Fargo Funds accounts if your name has changed due to marriage,

 

divorce, or other reasons. If you have questions, call 1-800-222-8222.

P. O. Box 219967 | Kansas City, MO 64121

 

WFAM.com

1

N A M E A N D M A I L I N G A D D R E S S ( P L E A S E P R I N T )

Former name (frst, middle initial, last)

 

 

Social Security/taxpayer ID number

 

 

 

 

 

 

 

 

 

 

New name (frst, middle initial, last)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

U.S. residential street address

 

City

 

 

State

 

Zip code

 

 

 

 

 

 

 

 

U.S. mailing address (if diferent than U.S. residential street address)

 

City

 

 

State

 

Zip code

 

 

 

 

 

 

 

 

Daytime phone

 

Evening phone

 

 

 

 

 

Note: If the address above is diferent than the address currently listed on our records, we will change all accounts under the Social Security/taxpayer ID number(s) listed above to refect this new address. All future correspondence will be sent to the new address until you advise us otherwise. Redemptions or distributions to this

new address will not be allowed for 15 days after the address change unless your signature is Medallion Guaranteed.

2

I M P O R TA N T I N F O R M AT I O N A B O U T Y O U R A C C O U N T ( S )

All Wells Fargo Funds accounts in your name will be updated.

Additional items to consider:

If you have the check-writing option on your current account(s), complete Section 3 of this form to have new checks issued in your new name. Checks printed with your former name will not be honored once the name change has been completed.

If you will be adding or removing a registered owner from your nonretirement account(s), a completed Request for Change of Registration form is also required.

If you have an IRA or other retirement plan account and would like to update your benefciary(ies), contact us for the appropriate designation of benefciary form.

3

C H E C K W R I T I N G ( O P T I O N A L ) — M O N E Y M A R K E T F U N D S O N LY ( N O N R E T I R E M E N T )

Complete this section if you currently have the check-writing privilege or would like to add the check-writing privilege to your account. All registered account owners must sign this check-writing card even if only one name has changed. By signing this check- writing card, you agree to the check-writing terms and conditions described in the prospectus.

Fund and account number

Fund and account number

AUTHORIZED INDIVIDUAL(S) AND SIGNATURE(S). Wells Fargo Funds will accept checks with one signature.

Signature (as you will sign the checks)

 

Print name of current account owner, custodian, or trustee

 

Date

 

 

 

 

 

Signature (as you will sign the checks)

 

Print name of current joint owner or co-trustee

 

Date

To complete your request for name change, your signature(s) must be Medallion Guaranteed on the next page.

CON 402792 (592526 Rev 05- 09/19)

Page 1 of 2
402792 (592526 Rev 05) 09-19

4

E X I S T I N G A C C O U N T O P T I O N S

To update the bank information for existing account options, include a preprinted voided check for checking or a deposit slip for savings. If you would like to establish new options on your account(s), a completed Shareholder Account Options form is required.

If you include bank information, your existing automatic investment plan (AIP), redemption, and express purchase options will be updated. If you do not want these options updated, check the boxes below:

I do not want the bank information for my AIP option updated.

I do not want the bank information for my redemption option updated.

I do not want the bank information for my express purchase option updated.

Account type: Checking (attach a voided check)

Note: If no box is checked, your account will be updated as checking.

Savings (attach a voided deposit slip)

Name of bank

 

ABA/routing number for ACH

 

 

 

Bank account registration

 

Bank account number

5

S I G N AT U R E S A N D M E D A L L I O N G U A R A N T E E

Both signatures must be Medallion Guaranteed to complete this request.

Signature in former name

Medallion Guarantee*

Signature in new name

Date

*A Medallion Guarantee may be obtained from any eligible guarantor institution, as defned by the Securities and Exchange Commission. These institutions include banks, savings associations, credit unions, and brokerage frms that participate in the Medallion Program. The bar- coded stamp with the words “MEDALLION GUARANTEED” must be stamped near each of the signatures being guaranteed. The guarantee must appear with the name of the guarantor institution and the signature of an individual authorized on behalf of the guarantor institution.

Note that a Notary Public stamp or seal is not acceptable.

Before you mail, have you:

Entered your Social Security/taxpayer ID in Section 1?

Had both signatures Medallion Guaranteed in Section 5?

Included a voided check to update existing bank information on fle (if applicable)?

Completed the Request for Change of Registration form if you are adding or removing a registered owner?

Updated your IRA benefciary designations, if necessary?

Destroyed checks printed with your former name (if applicable)?

Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management frms owned by Wells Fargo & Company. These frms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

CON 402792 (592526 Rev 05- 09/19)

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2. Once your current task is complete, take the next step – fill out all of these fields - Complete this section if you, Fund and account number, Fund and account number, AUTHORIZED INDIVIDUALS AND, Signature as you will sign the, Print name of current account, Date, Signature as you will sign the, Print name of current joint owner, Date, To complete your request for name, CON Rev, and Page of with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Part # 2 for submitting how to change name on wells fargo account

3. The third step is simple - complete every one of the blanks in If you include bank information, I do not want the bank information, I do not want the bank information, I do not want the bank information, Account type, Checking attach a voided check, Savings attach a voided deposit, Note If no box is checked your, Name of bank, ABArouting number for ACH, Bank account registration, Bank account number, S I G N AT U R E S A N D M E D A L, Both signatures must be Medallion, and Signature in former name to conclude this segment.

Part number 3 in completing how to change name on wells fargo account

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