Get Name Change Letter (pdf) - Wells Fargo
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Name Change Letter (PDF) - Wells Fargo online
Changing your name on a Wells Fargo account is a straightforward process that involves completing the Name Change Letter. This guide will provide you with clear and supportive instructions to ensure that you can fill out the form online with ease.
Follow the steps to fill out your Name Change Letter accurately.
- Press the ‘Get Form’ button to access the Name Change Letter, allowing you to open it in an online editor.
- Fill in your account number accurately in the designated field to ensure the request is processed for the correct account.
- Provide your old name in the corresponding section to confirm the name that is currently listed on your account.
- Enter your new name as you wish it to appear on your account, ensuring that there are no typographical errors.
- Describe the reason for your name change in the provided section; this could be due to marriage, divorce, or any other personal reason.
- Sign the document in the signature area to validate your request and confirm that the information provided is accurate.
- Review the completed form for any errors. Once you are satisfied, save your changes.
- Print the completed letter and attach a copy of one of the required name change supporting documents.
- Mail the completed letter and documentation to the address specified at the top of the letter, or utilize the fax number to send your request.
Take the next step in your name change process by completing your document online today.
You can nickname your accounts and will see the same account names from your desktop, phone or tablet. To nickname your accounts, select the menu option once you sign on to Wells Fargo Online®.
Fill Name Change Letter (PDF) - Wells Fargo
To change your name on your accounts, you will need to meet with a banker in your nearest Wells Fargo branch. Simply download, print, and fill out the appropriate form or application and submit it via the provided fax number or mailing address. Sign on to Wells Fargo Online to manage your account, perform transactions, and access the services listed here. If this account is a qualified retirement account, I have amended the applicable plan so that it names. Wells Fargo Clearing Services, LLC as successor. As the attorney-in-fact (or "Agent") under a power of attorney, please complete and submit the following required documentation: •. DISTRIBUTION INSTRUCTIONS Deliver of shares is the only option available to IRA accounts using this form. The IRA Distribution Request form is also required. Find answers to your top questions and get help with Wells Fargo products and services, online account services, and more. In the event the Examiner-in-Charge requires changes to the Action Plan, the.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.