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Click ‘Get Form’ to open the Wells Fargo Beneficiary document in the editor.
Begin by entering your personal information in the designated fields, including your full name, address, and account number. Ensure accuracy to avoid any processing delays.
Next, identify your beneficiaries. Fill in their names, relationship to you, and percentage of the benefit they will receive. This section is crucial for ensuring that your wishes are clearly documented.
Review any additional instructions or notes provided on the form. If there are specific conditions or details regarding the distribution of benefits, make sure to include them.
Once all fields are completed, utilize our platform’s signing feature to add your signature electronically. This step finalizes your document and ensures it is legally binding.

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Can I add a beneficiary to a Wells Fargo account?

For joint accounts, we treat all owners, who are referred to in this Agreement as co-owners, as joint tenants with right of survivorship (described below), unless: Applicable state laws require other treatment, or We agree with you in writing that the account is owned in some other way.

How do I set up a beneficiary on Wells Fargo?

Payable on death (POD): An account with a beneficiary designated by the account owner. The surviving beneficiary will receive any money left in the account upon proof of the owners death. Sometimes these accounts are referred to as In Trust For (ITF) accounts.

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