Get Wells Fargo Letter Of Authorization: Fill Out & Sign Online

The Wells Fargo Letter of Authorization (LOA) form is essential for transferring cash and investments between brokerage accounts or to an outside brokerage. This guide provides comprehensive instructions for completing the form online, ensuring a smooth submission process.

Follow the steps to complete your Wells Fargo Letter of Authorization online.

1. Click ‘Get Form’ button to retrieve the LOA form and access it in the form editor.
2. In Section 1, enter your account information. Ensure to include your 8-digit Wells Fargo brokerage account number and the account name or title, such as 'John Doe' or 'Doe Family Trust'.
3. In Section 2, indicate your transfer request by selecting only one transfer type. If no selection is made, a one-time disbursement will be the default. Specify if you are transferring cash, securities, or both, and provide any required details related to the transfer purpose.
4. In Section 3, choose how to move assets by selecting one checkbox. This may include moving via journal to another Wells Fargo account or sending assets to another financial firm. Fill in the requested account numbers and names.
5. In Section 4, provide your signature and the date. This confirms that you have read and understood the LOA form and agree to be bound by its terms.
6. Connect to Section 5 where you will need to submit your completed form. Choose to send the form via secure email, mail, or fax, ensuring all sections are completed and the signatures are present.
7. After submitting, you can save changes, download, or print the form for your records.

Complete your Wells Fargo Letter of Authorization online for a seamless transaction experience.