Name Change Authorization form - Wells Fargo Funds 2025

1. Click ‘Get Form’ to open the Name Change Authorization form in the editor.
2. Begin by filling in your former name, Social Security/taxpayer ID number, and new name in the designated fields. Ensure accuracy as this information is crucial for processing your request.
3. Provide your U.S. residential street address, city, state, and zip code. If your mailing address differs from your residential address, complete that section as well.
4. In section 3, if you wish to update check-writing privileges, fill out the relevant fund and account numbers. Remember that all registered owners must sign this section.
5. For existing account options, include a preprinted voided check or deposit slip as required. Indicate whether you want to update bank information for automatic investment plans or other options.
6. Finally, ensure both signatures are Medallion Guaranteed in section 5 before submitting the form. This step is essential for completing your name change request.

Start using our platform today to easily fill out and submit your Name Change Authorization form!