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Get Wells Fargo Beneficiary Claim Form

D this year, complete the following if you are not requesting to liquidate the entire account. If the decedent passed away in a previous year, contact your tax advisor for additional information. Choose one: Mail a check for the RMD to the address listed in section 2 of this form. Send the RMD via electronic funds transfer (EFT) to the bank account indicated on the attached preprinted, voided check. I understand that this service is governed by the terms and conditions explained in section 8 of.

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