Get Wells Fargo Con 314368 2018-2026

The Wells Fargo CON 314368 form is essential for updating your name across all Wells Fargo Funds accounts. Whether your name has changed due to marriage, divorce, or other reasons, this guide provides a clear and supportive step-by-step approach to completing the form online.

Follow the steps to complete the Wells Fargo CON 314368 form online.

1. Press the ‘Get Form’ button to obtain the form and access it in the editor.
2. In the 'Name and mailing address' section, clearly print your former name, Social Security/taxpayer ID number, new name, residential address, mailing address (if different), and both your daytime and evening phone numbers.
3. Review the important information about your accounts. This section clarifies that all Wells Fargo Funds accounts under the listed Social Security/taxpayer ID number will be updated automatically.
4. If you have check-writing priviledge, fill out the check writing section by providing the fund and account numbers, and include your authorized signatures and printed names.
5. For existing account options, indicate if you would like to update your bank information. Attach a preprinted voided check for checking or a deposit slip for savings, and specify your account type.
6. Obtain a Medallion Guarantee for your signatures in the specified section. Both your former and new name signatures need to be guaranteed by an eligible institution.
7. Before submitting, ensure that you have entered your Social Security/taxpayer ID number, obtained the Medallion Guarantee, attached a voided check (if necessary), completed any additional registration forms if applicable, updated IRA beneficiary designations, and destroyed checks printed with your former name.
8. Once all sections are accurately completed, you can save the changes, print, or share the form as needed.

Start completing your Wells Fargo CON 314368 form online now for a seamless name change process.