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How to use or fill out Wells Fargo Beneficiary Form 2017 with DocHub
- Click ‘Get Form’ to open the Wells Fargo Beneficiary Form 2017 in our editor.
- Begin by filling out the Registration and Mailing Address section. Enter your name, Social Security number, date of birth, and both residential and mailing addresses.
- In the Accounts section, choose whether to update the beneficiary designation for all accounts or only specific ones. List the relevant fund and account numbers as needed.
- For Primary Beneficiaries, provide the names, mailing addresses, Social Security numbers, dates of birth, relationships, and percentage allocations for each beneficiary. Ensure that total percentages equal 100%.
- If applicable, complete the Spousal Consent section if you are naming a beneficiary other than your spouse. Ensure your spouse signs and dates this section.
- Fill out the Secondary Beneficiaries section similarly to Primary Beneficiaries. Again, ensure total percentages equal 100%.
- Finally, sign and date at the bottom of the form to confirm your beneficiary designations are accurate and effective upon receipt.
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