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Get Wells Fargo Name Change Authorization 2009
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How to fill out the Wells Fargo Name Change Authorization online
Completing the Wells Fargo Name Change Authorization is essential for updating your records if your name has changed due to marriage, divorce, or other reasons. This guide provides a clear and step-by-step approach to help you fill out the form accurately and efficiently.
Follow the steps to complete the authorization form online.
- Press the ‘Get Form’ button to retrieve the Wells Fargo Name Change Authorization form and open it in your preferred online editor.
- In the first section entitled 'Name and Mailing Address,' enter your former name, including the first name, middle initial, and last name. Also, include your Social Security or taxpayer ID number.
- Next, input your new name in the field for the 'New Name' section, following the same format as your former name.
- Provide your U.S. residential street address along with the city, state, and zip code in the corresponding fields.
- If your mailing address is different from your residential address, fill in your U.S. mailing address, including city, state, and zip code.
- Enter your daytime and evening phone numbers in their designated spaces.
- Review the important information about your accounts to familiarize yourself with the details related to naming and address changes.
- If check-writing is an option on your account, complete the designated section to have checks printed with your new name. Ensure that all registered account owners sign this part of the form.
- If applicable, include a preprinted voided check to update bank information associated with existing accounts or prepare a Shareholder Account Options form for establishing new options.
- Proceed to the 'Signatures and Medallion Guarantee' section. Make sure both signatures are Medallion Guaranteed, as this is a requirement for processing your request.
- Before submission, verify that you've completed all necessary fields and attached any required documents, such as a voided check and additional forms if applicable.
- Finally, save your changes to the form, and choose to download, print, or share the file as needed.
Complete your Wells Fargo Name Change Authorization online today to ensure your accounts are updated with your new name.
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After marriage, you can change your name on your Wells Fargo account by visiting a local branch. Bring your marriage certificate along with your identification to complete the Wells Fargo Name Change Authorization. This documentation confirms your identity and supports your name change request.
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