
Wells Fargo Retirement Service Center Address Form


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People also ask wells fargo retirement services charlotte nc
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How to access Wells Fargo retirement account?
Access your plan online at any time by signing on at My Retirement Plan. (Note: If you create a plan using the public version of My Retirement Plan, you cannot save or access your plan online.) Visit My Retirement Plan Tips to learn how to make the most of your selected retirement savings plan.
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How do I close my Wells Fargo retirement account?
Here's how you can close your account: Call us at 1-800-TO-WELLS (1-800-869-3557)
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Where did Wells Fargo 401k move to?
On July 1, 2019, Principal Financial Group acquired Wells Fargo Bank's Institutional Retirement and Trust (IRT) business, which provides certain administrative services to assist Wells Fargo Bank N.A., which is the current recordkeeper and trustee for the 401(k) Plan.
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How do I contact Wells Fargo retirement?
Call 1-877-4WF-IRAS (1-877-493-4727) to speak to a Retirement Specialist today. Are you considering the various options for the savings you have accumulated in your qualified employer sponsored retirement plans (QRPs), such as a 401(k), 403(b), or governmental 457(b)?
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How do I call Wells Fargo about my retirement plan?
Expand. Call 1-877-4WF-IRAS (1-877-493-4727) to speak to a Retirement Specialist today. Are you considering the various options for the savings you have accumulated in your qualified employer sponsored retirement plans (QRPs), such as a 401(k), 403(b), or governmental 457(b)?
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Can I withdraw money from my Wells Fargo retirement account?
Withdrawals are subject to ordinary income tax and may be subject to a federal 10% penalty if taken prior to age 59 1/2. Wells Fargo Advisors does not provide tax or legal advice. Please consult with your tax and legal advisors to determine how this information may impact your own situation.
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How do I access my Wells Fargo retirement account?
Access your plan online at any time by signing on at My Retirement Plan. (Note: If you create a plan using the public version of My Retirement Plan, you cannot save or access your plan online.) Visit My Retirement Plan Tips to learn how to make the most of your selected retirement savings plan.
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How do I get access to my retirement account?
If you've opted in to mailed statements, you can reference your monthly statement to see your retirement portfolio balance. If you'd prefer to access your 401(k) account online, you can contact your 401(k) plan provider and reference your account number found on your statement to regain access to your account.
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