Wells fargo beneficiary form 2017-2026

1. Click ‘Get Form’ to open the Wells Fargo Beneficiary Form 2017 in our editor.
2. 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.
3. 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.
4. 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%.
5. 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.
6. Fill out the Secondary Beneficiaries section similarly to Primary Beneficiaries. Again, ensure total percentages equal 100%.
7. 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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