Name Change Authorization at a glance
What it is: The Name Change Authorization updates all of your Wells Fargo Funds accounts if your name has changed due to marriage, divorce, or other reasons.
Who signs: Sign in the Signature in former name line and the Signature in new name line. Both signatures must be Medallion Guaranteed to complete this request.
A filled-in Name Change Authorization example: a shareholder changes her name after marriage
How to fill out Name Change Authorization, box by box
Name and mailing address
Enter the Former name (first, middle initial, last), the Social Security/taxpayer ID number and the New name (first, middle initial, last).
Enter the U.S. residential street address, City, State and Zip code, and the U.S. mailing address (if diferent than U.S. residential street address) with City, State and Zip code.
Enter the Daytime phone and the Evening phone.
If the address in Section 1 is diferent than the address currently listed on the records of Wells Fargo Funds, Wells Fargo Funds will change all accounts under the Social Security/taxpayer ID number(s) listed in Section 1 to refect this new address. All future correspondence will be sent to the new address until you advise Wells Fargo Funds 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.
Check writing
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.
Enter the Fund and account number.
Wells Fargo Funds will accept checks with one signature.
Sign the Signature (as you will sign the checks) line, print the name of the current account owner, custodian, or trustee and the Date; a joint owner or co-trustee does the same with the name of the current joint owner or co-trustee.
Existing account options
If you include bank information, your existing automatic investment plan (AIP), redemption, and express purchase options will be updated.
To update the bank information for existing account options, include a preprinted voided check for checking or a deposit slip for savings.
If you do not want these options updated, check the boxes: 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) or Savings (attach a voided deposit slip). If no box is checked, your account will be updated as checking.
Enter the Name of bank, the ABA/routing number for ACH, the Bank account registration and the Bank account number.
If you would like to establish new options on your account(s), a completed Shareholder Account Options form is required.
Signatures and Medallion Guarantee
To complete your request for name change, your signature(s) must be Medallion Guaranteed on the next page.
Sign in the Signature in former name line and the Signature in new name line, and enter the 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.
More rules for Name Change Authorization
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 Wells Fargo Funds for the appropriate designation of benefciary form.
If you have questions, call 1-800-222-8222.
Before you go
Enter your Social Security/taxpayer ID in Section 1.
Have both signatures Medallion Guaranteed in Section 5.
Include a voided check to update existing bank information on fle (if applicable).
Complete the Request for Change of Registration form if you are adding or removing a registered owner.
Update your IRA benefciary designations, if necessary.
Destroy checks printed with your former name (if applicable).
Sources
[1] Wells Fargo Funds Name Change Authorization (the served file; no issuer file found) (the Official source link on this page).