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 Wells Fargo Ira Change of Beneficiary Form 2019

Wells Fargo Express Send 2019-2025 Form

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What is the Wells Fargo IRA Change of Beneficiary Form

The Wells Fargo IRA Change of Beneficiary Form is a legal document that allows account holders to designate or update beneficiaries for their Individual Retirement Accounts (IRAs). This form is essential for ensuring that the account holder's assets are transferred according to their wishes upon their passing. It includes specific sections where the account holder can list the names, relationships, and percentages of the assets to be allocated to each beneficiary.

How to use the Wells Fargo IRA Change of Beneficiary Form

To use the Wells Fargo IRA Change of Beneficiary Form, account holders must first obtain the form from Wells Fargo's official website or their local branch. Once the form is acquired, the account holder should fill it out completely, ensuring that all required information is accurate. After completing the form, it must be submitted to Wells Fargo through the designated method, which may include online submission, mailing, or in-person delivery at a branch.

Steps to complete the Wells Fargo IRA Change of Beneficiary Form

Completing the Wells Fargo IRA Change of Beneficiary Form involves several straightforward steps:

  1. Obtain the form from Wells Fargo.
  2. Provide personal information, including your name, account number, and contact details.
  3. List the beneficiaries, including their names, relationships to you, and the percentage of the IRA they will receive.
  4. Sign and date the form to validate it.
  5. Submit the form as per the instructions provided.

Legal use of the Wells Fargo IRA Change of Beneficiary Form

The Wells Fargo IRA Change of Beneficiary Form is legally binding once it is completed and submitted according to the bank's guidelines. It is crucial for the form to be filled out accurately to avoid any potential disputes among beneficiaries. Additionally, it must comply with state laws regarding beneficiary designations, which may vary across different jurisdictions.

Required Documents

When completing the Wells Fargo IRA Change of Beneficiary Form, account holders may need to provide certain documents to verify their identity and the identity of the beneficiaries. This may include:

  • A government-issued photo ID.
  • Social Security numbers for all beneficiaries.
  • Any previous beneficiary designation forms, if applicable.

Form Submission Methods (Online / Mail / In-Person)

The Wells Fargo IRA Change of Beneficiary Form can be submitted through various methods. Account holders can choose to:

  • Submit the form online through Wells Fargo's secure online banking platform.
  • Mail the completed form to the address specified on the form.
  • Deliver the form in person at a local Wells Fargo branch for immediate processing.

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