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 Wells Fargo Name Change Form 2019

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What is the Wells Fargo Name Change Form

The Wells Fargo Name Change Form is a specific document used by customers who wish to officially change their name associated with their Wells Fargo accounts. This form is necessary for various reasons, including marriage, divorce, or personal preference. Properly completing and submitting this form ensures that your banking information is accurate and up to date, which is essential for maintaining the integrity of your financial records.

How to use the Wells Fargo Name Change Form

Using the Wells Fargo Name Change Form involves several straightforward steps. First, obtain the form from the Wells Fargo website or your local branch. Next, fill in the required information, including your current name, new name, account details, and any additional documentation that may be required. Once completed, submit the form either online, by mail, or in person at a Wells Fargo branch. It is important to ensure that all information is accurate to avoid delays in processing.

Steps to complete the Wells Fargo Name Change Form

To complete the Wells Fargo Name Change Form, follow these steps:

  • Download or request the form from Wells Fargo.
  • Provide your current personal information, including your account number.
  • Clearly state your new name as it should appear on your account.
  • Attach any required legal documents, such as a marriage certificate or court order.
  • Review the form for accuracy before submission.
  • Submit the form through your preferred method: online, by mail, or in person.

Required Documents

When submitting the Wells Fargo Name Change Form, certain documents may be required to validate the name change. Commonly required documents include:

  • Marriage certificate for name changes due to marriage.
  • Divorce decree if reverting to a maiden name.
  • Legal name change court order for other name changes.

It is essential to provide copies of these documents, as Wells Fargo may need to verify your identity and the legitimacy of the name change request.

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

The Wells Fargo Name Change Form can be submitted in several ways, providing flexibility for customers. You can choose to:

  • Submit the form online through your Wells Fargo account if this option is available.
  • Mail the completed form and any required documents to the address specified on the form.
  • Visit a local Wells Fargo branch and submit the form in person to a representative.

Each method has its own processing times, so consider your urgency when choosing how to submit the form.

Key elements of the Wells Fargo Name Change Form

The Wells Fargo Name Change Form includes several key elements that must be accurately filled out for successful processing. These elements typically include:

  • Your current name and account number.
  • Your new name as it should appear on the account.
  • Contact information for follow-up.
  • Signature to authorize the name change.

Ensuring that all these elements are correctly completed will help prevent delays and ensure a smooth transition to your new name on your Wells Fargo accounts.

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