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Get Wells Fargo Financial Power Of Attorney Forms
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How to fill out the Wells Fargo Financial Power Of Attorney Forms online
Filling out the Wells Fargo Financial Power of Attorney forms online can be straightforward with the right guidance. This comprehensive guide aims to provide you with clear instructions to help you complete the forms accurately and efficiently.
Follow the steps to successfully complete the Wells Fargo Financial Power of Attorney forms
- Press the ‘Get Form’ button to obtain the form and open it in your editor of choice.
- Begin by filling out the Customer Information section. Provide the name of the account owner and their Social Security number.
- Next, complete the Attorney-In-Fact Information section. Include the name and Social Security number of the person designated as the Attorney-In-Fact, along with their taxpayer ID number and country of tax residence.
- Provide details about the Attorney-In-Fact's government-issued identification, including the type of ID, ID number, issuance date, and expiration date.
- Include both the legal and mailing addresses for the Attorney-In-Fact, ensuring the mailing address is not a Post Office box.
- Complete the Employment Information and Affiliations section, including employment status and occupation. If applicable, check the relevant boxes to indicate any affiliations with publicly traded companies or stock exchanges.
- In the Affidavit and Indemnification section, the Attorney-In-Fact must declare under oath that the attached Power of Attorney is valid. This includes confirming that the account owner is not deceased and has not revoked the Power of Attorney.
- Make sure the signature of the Attorney-In-Fact is notarized in the designated area. This is essential for the form's validity.
- Attach a copy of the valid Durable Power of Attorney documentation and any required supporting documents before finalizing the submission.
- Once all sections are completed, save the form, and consider downloading or printing a copy for your records. You may also share the form as needed.
Ensure you fill out your documents accurately and securely by completing them online.
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