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Get Wells Fargo Name Change Authorization 2019
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How to fill out the Wells Fargo Name Change Authorization online
The Wells Fargo Name Change Authorization form is essential for updating your name across all Wells Fargo Funds accounts due to circumstances such as marriage or divorce. This guide provides clear, detailed instructions on how to complete the form online seamlessly.
Follow the steps to complete the Wells Fargo Name Change Authorization online
- Press the ‘Get Form’ button to acquire the Wells Fargo Name Change Authorization form and open it in your editor.
- Provide your former name, including your first name, middle initial, and last name. Ensure the spelling is accurate to avoid any issues.
- Enter your Social Security or taxpayer ID number to authenticate your identity.
- Input your new name, ensuring that the first name, middle initial, and last name match your legal documents.
- Fill in your U.S. residential street address, including city, state, and zip code. This address will be used for future correspondence.
- If your mailing address differs from your residential address, include it in the designated section along with the city, state, and zip code.
- Provide a daytime and evening phone number to enable Wells Fargo to contact you if necessary.
- Complete the optional check-writing section if applicable, adding the necessary fund and account number. All account owners must sign this section.
- Review the important information about your accounts, particularly regarding the check-writing privilege and any changes to account ownership.
- If updating existing account options, attach a preprinted voided check or deposit slip as needed, and make any necessary selections regarding automatic options.
- Sign and date the form where indicated in section five, ensuring that both signatures are Medallion Guaranteed.
- Before submission, verify that all required information is completed, signatures are guaranteed, and necessary documents are included.
Complete your Wells Fargo Name Change Authorization form online today to ensure your accounts reflect your current legal name.
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Updating your name in your bank account is a straightforward process. You can either visit a Wells Fargo branch in person or initiate the process online through your account settings. Make sure to complete the Wells Fargo Name Change Authorization to ensure your name is correctly updated across all your banking services.
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