Get Wells Fargo Name Change Authorization 2019-2025
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How to fill out the Wells Fargo Name Change Authorization online
The Wells Fargo Name Change Authorization form allows users to update their names across all Wells Fargo Funds accounts due to personal reasons such as marriage or divorce. This guide provides a comprehensive, step-by-step approach to completing the form online, ensuring users can effectively manage their name change process with confidence.
Follow the steps to complete the Wells Fargo Name Change Authorization online
- Press the ‘Get Form’ button to access the Wells Fargo Name Change Authorization form online. This will open the document in your editing window.
- In the first section, clearly print your former name, including your first name, middle initial, and last name. Ensure the accuracy of the spelling as it should match your previous official documents.
- Next, enter your Social Security or taxpayer ID number accurately. This number is essential for identification purposes associated with your accounts.
- Fill in your new name, also including your first name, middle initial, and last name. Double-check for accuracy to avoid any discrepancies in future communications.
- Provide your U.S. residential street address, including the city, state, and zip code. If your mailing address differs from your residential address, include that information as well.
- Indicate the daytime and evening phone numbers where you can be reached. This ensures Wells Fargo can contact you if necessary.
- If you have the check-writing option, complete the designated section to issue new checks in your new name. All account owners must sign this section.
- For existing account options, if you want to update your bank information, include a preprinted voided check or deposit slip as directed in the form.
- Sign your name as it will appear on checks in the designated section, and ensure to print your full name below your signature.
- Obtain a Medallion Guarantee for your signatures in section five. This is a critical step, as both signatures must be guaranteed by an eligible institution.
- Before submission, review the checklist at the bottom of the form to ensure that all sections have been completed correctly and all required documents are included.
- Finally, save your changes, download the completed form, or print it to send by mail to Wells Fargo.
Complete your Wells Fargo Name Change Authorization form online to streamline the process.
Related links form
To change your name on your Wells Fargo account, visit a local branch with supporting documents that verify your new name. This may include a marriage license, divorce papers, or any legal name change documentation. Once you submit these documents along with your request, Wells Fargo will process your Name Change Authorization accordingly. Remember, having all necessary paperwork can expedite the process.
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