Get Wells Fargo Advantage Funds Ira Recharacterization Request 2011-2025

This guide provides comprehensive instructions for users looking to complete the Wells Fargo Advantage Funds IRA Recharacterization Request form online. By following these steps, users can ensure that their recharacterization process is efficient and accurate.

Follow the steps to fill out the IRA recharacterization request online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the Account Owner Information section, provide your name, Social Security number, date of birth, residential street address, city, state, ZIP code, mailing address (if different), email address, daytime phone number, and evening phone number. Make sure all information is accurate as this will be used for future correspondence.
3. In the Recharacterization of an IRA Contribution section, fill in the details of the IRA account from which you are removing the contribution. Include the fund number, account number, and the date of original contribution. Specify the amount to recharacterize.
4. List the IRA you are recharacterizing to, providing the fund number and account number (or fund name if new), along with the amount or percentage that you wish to allocate.
5. In the Recharacterization of a Conversion section, detail the Roth IRA from which the assets are being removed. Input the fund number, account number, date of original contribution, and amount.
6. List the Traditional IRA that is receiving the recharacterized assets and provide the required fund number, account number, and asset distribution details.
7. In the Signature section, certify that all information is correct by signing the form, printing your name, and writing the date. Remember that this transaction must meet IRS regulations.
8. Once completed, save your changes, and you may choose to download, print, or share the form as needed.

Complete your Wells Fargo Advantage Funds IRA Recharacterization Request online today!