Get Wells Fargo Beneficiary Claim Form

Filling out the Wells Fargo Beneficiary Claim Form online is a crucial step for beneficiaries of Wells Fargo Advantage Funds' IRAs. This guide provides clear, step-by-step instructions to ensure that you complete the form accurately and effectively.

Follow the steps to complete the Wells Fargo Beneficiary Claim Form online

1. Click 'Get Form' button to access the Wells Fargo Beneficiary Claim Form. This will allow you to fill out the form securely online.
2. Begin with the deceased IRA owner information section. Enter the full name, Social Security number, date of birth, and date of death of the IRA owner. Remember to print clearly.
3. Provide your information in the beneficiary section, including your full name, Social Security number, date of birth, and current address. Ensure that this information matches your official documents.
4. Indicate your relationship to the deceased IRA owner by selecting the appropriate box. This is important for tax implications.
5. For the beneficiary options section, choose one of the three options: liquidate the entire account balance, transfer assets to your IRA, or transfer to a Beneficiary IRA. Make sure you have the necessary account information ready for these options.
6. If applicable, complete the required minimum distribution (RMD) information if the deceased was over the age of 70½. Choose your payment preference for the RMD from the options provided.
7. Fill out the tax withholding section to specify your federal income tax withholding preferences. This ensures compliance with IRS regulations.
8. Select your payment method for any distributions, indicating whether you prefer a check or electronic funds transfer.
9. In the signature section, make sure to sign your name, and provide a Medallion Guarantee. This verification is needed to process your claim.
10. Before submitting, double-check that you have included a copy of the death certificate and that your signature has been Medallion Guaranteed. Then, send the completed form to the specified mailing address.
11. Finally, you can save any changes made to your form, download it for your records, print it, or share it if needed.

Complete your Wells Fargo Beneficiary Claim Form online today for a smooth process.