Wells Power Attorney Details

If you are looking for a Wells Fargo power of attorney form, you can find a variety of them on the bank's website. A power of attorney is a legal document that allows someone to act on behalf of another person. There are different types of powers of attorney, and you should choose the one that best suits your needs. The Wells Fargo website has several PDFs that you can download and print out. Be sure to read through all the instructions before filling out the form.

In order to get a few specific details about the file you'll work with, here is the information you should study prior to filling out the wells fargo power of attorney.

QuestionAnswer
Form NameWells Fargo Power Of Attorney
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other nameswells fargo advisors durable power of attorney, wells power of attorney, wells fargo poa online, does wells fargo banks have power of attorney forms

Form Preview Example

Power of Attorney (POA)

Complete this form to designate an individual as attorney-in-fact for your Wells Fargo Advantage Funds® account(s). An attorney-in-fact cannot be designated on custodial, estate, or guardianship accounts. If you have questions, call 1-800-222-8222, 24 hours a day, 7 days a week.

P. O. Box 8266 | Boston, Massachusetts 02266 www.wellsfargo.com/advantagefunds

1

A C C O U N T I N F O R M AT I O N ( P L E A S E P R I N T )

Name of account owner or trustee (first, middle initial, last)

Name of joint account owner or co-trustee (first, middle initial, last)

Name of trust* (if applicable)

Social Security number

Social Security number

Date of trust (if applicable)

*Trust accounts: Enclose a copy of the title page and the section of the trust document that allows for the appointment of an agent.

Choose one:

Establish the Power of Attorney designation on all of my Wells Fargo Advantage Funds accounts (nonretirement and retirement).

Establish this Power of Attorney designation only on the specific Fund and account number(s) listed below.

Fund and account number

Fund and account number

Fund and account number

Fund and account number

Fund and account number

Fund and account number

2

T Y P E O F P O W E R O F AT T O R N E Y A N D D E S I G N AT I O N O F AT T O R N E Y - I N - FA C T

This Power of Attorney is (choose one):

Durable (Power of Attorney will continue even if you become incapacitated.)

Nondurable (Power of Attorney will terminate at such time as we receive actual notice of your incapacitation.)

I,

 

, hereby appoint

Name of account owner or trustee (and joint owner or co-trustee, if applicable)

, hereinafter referred to

Name of attorney-in-fact

as “agent”) to act for me as my agent and attorney-in-fact for the “account(s)” defined as the accounts designated in section 1 of this form. The account(s) may include retirement accounts such as an IRA, Qualified Retirement Plan (QRP), and/or SEP IRA (collectively referred to as “retirement accounts”).

By having my signature notarized in section 3 of this form, I authorize the agent to act for me and on my behalf in the same manner and with the same force and effect as if I were acting with respect to such transactions as set forth below and all things necessary or incidental thereto:

Inquire about, buy, acquire, sell, redeem, exchange, assign or otherwise transfer to dispose of mutual fund shares, change my dividend and distribution options, direct and receive disbursements regardless of the tax consequences of such a disbursement, and exercise any and all investment powers available under my account(s);

POA 04-10

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T Y P E O F P O W E R O F AT T O R N E Y A N D D E S I G N AT I O N O F AT T O R N E Y - I N - FA C T ( C O N T I N U E D )

Receive account statements and act with respect to them;

Endorse and cash or deposit checks payable to me; open other accounts in my name alone or together with my agent; and make, execute, and deliver any and all written instruments necessary to effectuate the powers conferred herein;

Initiate beneficiary changes on the account(s);

Do any other lawful act with respect to my account(s); and

If a retirement account is listed as one of my accounts, then in addition to the other powers specified herein, make contributions on my behalf; select any distribution option or change the payment options I have selected; request rollovers or transfers to or from my retirement account, up to and including the total amount of such account; and exercise the investment powers available under the retirement account as specified herein, including the purchase or sale of mutual fund shares held in the retirement account on my behalf.

3

I N F O R M AT I O N F O R A N D A F F I D AV I T O F A C C O U N T O W N E R ( S )

Notice to Person Executing Power of Attorney

A Power of Attorney is an important legal document. By signing the Power of Attorney, you are authorizing another person to act for you, the principal. Before you sign this Power of Attorney, you should know these important facts:

Your agent (attorney-in-fact) has no duty to act unless you and your agent agree otherwise in writing.

This document gives your agent the powers to manage, dispose of, sell, and convey your personal property, and to use your property as security if your agent borrows money on your behalf. This document does not give your agent the power to accept or receive any of your property, in trust or otherwise, as a gift, unless you specifically authorize the agent to accept or receive a gift.

Your agent will have the right to receive reasonable payment for services provided under this Power of Attorney unless you provide otherwise in this Power of Attorney.

The powers you give your agent will continue to exist for your entire lifetime, unless (a) you state that the Power of Attorney will last for a shorter period of time; (b) you terminate the Power of Attorney (effective when we receive written notice from you); or (c) for a nondurable Power of Attorney, you become incapacitated (effective when we receive written notice of your incapacitation). The powers you give your agent in a durable Power of Attorney will continue to exist notwithstanding your subsequent disability or incapacity. In other words, the powers you give your agent in a durable Power of Attorney will continue to exist even if you can no longer make your own decisions respecting the management of your property.

You may amend or change this Power of Attorney only by executing a new Power of Attorney or by executing an amendment through the same formalities as an original. You have the right to revoke or terminate this Power of Attorney at any time. However, you retain this right for a durable Power of Attorney only so long as you are competent. A nondurable Power of Attorney will automatically terminate at such time as we receive written notice of your incapacitation.

This Power of Attorney must be dated and must be acknowledged before a notary public.

You should read this Power of Attorney carefully. When effective, this Power of Attorney will give your agent the right to deal with property that you now have or might acquire in the future. The Power of Attorney is important to you. If you do not understand the Power of Attorney, or any provision of it, you should obtain the assistance of an attorney or other qualified person.

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3

I N F O R M AT I O N F O R A N D A F F I D AV I T O F A C C O U N T O W N E R ( S ) ( C O N T I N U E D )

Account Owner(s) Agreement

I understand that this Power of Attorney designation shall replace any previous Power of Attorney designation I have made for the Wells Fargo Advantage Funds account(s) indicated in section 1 of this form.

I agree that any third party may act under this Power of Attorney, whether durable or nondurable, without further inquiry or investigation and regardless of the date of such authorization. I hereby ratify and confirm any and all transactions heretofore and hereafter made by the agent pursuant to this Power of Attorney for my account(s). I agree this Power of Attorney is governed by applicable California law.

I, for myself and my heirs, executors, legal representatives, and assigns, hereby agree to indemnify and hold harmless Wells Fargo Funds Management, LLC, the transfer agent for Wells Fargo Advantage Funds, and any and all affiliated or nonaffiliated third parties from and against any and all claims that may arise against such third party by reason of any action or inaction by such third party having relied on this Power of Attorney, and to pay such third party promptly on demand, for any and all losses arising out of any act by agent under this Power of Attorney. This indemnification and hold harmless provision shall survive any termination of this Power of Attorney.

The signature(s) must be notarized.

7

Signature of account owner or trusteePrint nameDate

7

Signature of joint account owner or co-trustee (if applicable)Print nameDate

Notary Public

 

 

 

 

 

 

 

 

 

 

 

State of

 

 

 

 

 

County of

 

 

 

 

 

 

 

 

 

 

 

 

 

On this

 

day of

 

 

, 20

 

, before me

 

 

,

 

 

 

 

 

 

 

 

 

 

 

Name of notary public

a notary public, personally appeared

 

 

 

 

 

 

 

, personally

 

 

 

 

 

 

 

Name of account owner(s) or trustee(s)

known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name is subscribed to the within instrument and acknowledged to me that he/she executed the same.

7

Signature of notary public

Notary seal/stamp

My commission expires:

4

I N F O R M AT I O N F O R A N D A F F I D AV I T O F AT T O R N E Y - I N - FA C T

Notice to Person Accepting the Appointment as Attorney-in-Fact

By acting or agreeing to act as the agent (attorney-in-fact) under this Power of Attorney, you assume the fiduciary and other legal responsibilities of an agent. These responsibilities include:

1.The legal duty to act solely in the interest of the principal and to avoid conflicts of interest.

2.The legal duty to keep the principal’s property separate and distinct from any other property owned or controlled by you.

You may not transfer the principal’s property to yourself without full and adequate consideration or accept a gift

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I N F O R M AT I O N F O R A N D A F F I D AV I T O F AT T O R N E Y - I N - FA C T ( C O N T I N U E D )

of the principal’s property unless this Power of Attorney specifically authorizes you to transfer property to yourself or accept a gift of the principal’s property. If you transfer the principal’s property to yourself without specific authorization in the Power of Attorney, you may be prosecuted for fraud and/or embezzlement. If the principal is 65 years of age or older at the time that the property is transferred to you without authority, you may also be prosecuted for elder abuse under California Penal Code Section 368. In addition to criminal prosecution, you may also be sued in civil court.

I have read the foregoing notice and I understand the legal and fiduciary duties that I assume by acting or agreeing to act as the agent under the terms of this Power of Attorney.

IMPORTANT NOTICE: In compliance with the USA Patriot Act of 2001, all financial institutions are required to obtain, verify, and record information that identifies each person who opens an account or is granted authority to act on an account. What this means: As you are being named agent to act on the above-referenced account(s), we must ask for your name, address, date of birth, and Social Security number. This information will be verified to ensure your identity as required by the USA Patriot Act.

 

Name of agent (first, middle initial, last)

 

 

 

 

 

 

 

Social Security number

 

Date of birth (mm/dd/yy)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Residential address or APO/FPO

 

 

 

 

 

 

 

City

 

 

 

 

State

 

ZIP code

 

Being duly sworn and deposed, I affirm that

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of account owner(s) or trustee(s)

 

 

 

 

 

 

 

as principal, who resides at

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

, did on

 

Residential mailing address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

this

 

 

 

day of

 

 

 

 

, 20

 

 

 

, appoint me as his/her/their true and lawful agent by the

 

 

 

 

 

 

 

 

 

 

foregoing instrument hereby made a part hereof. I further certify, under penalty of perjury, that the personal

information I have provided above is true and accurate.

 

 

 

 

 

 

 

 

 

 

 

The agent’s signature must be notarized.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of agent

 

 

 

 

 

 

 

 

 

 

 

 

 

Print name

 

Date

 

Notary Public

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State of

 

 

 

 

 

 

 

 

 

 

 

County of

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

On this

 

 

day of

 

 

 

 

 

, 20

 

 

 

, before me

 

 

 

,

 

 

 

 

 

 

 

 

 

 

 

Name of notary public

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

a notary public, personally appeared

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

, personally

 

Name of agent

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name is subscribed to the within instrument and acknowledged to me that he/she executed the same.

7

Signature of notary public

Notary seal/stamp

My commission expires:

Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.