Wells fargo asset verification form 2026

1. Click ‘Get Form’ to open the Wells Fargo Asset Verification Form in the editor.
2. Begin by filling out SECTION 1: REQUESTER INFORMATION. Enter the company name, attention line, street address, city, state, zip code, and optional requester email and phone number. Ensure all information is accurate for a smooth processing.
3. Proceed to SECTION 2: CUSTOMER INFORMATION. Input the full names of Customer One and Customer Two as required. Include the account numbers associated with these customers.
4. Fill in the Social Security Number for Customer One and provide the date of birth in the specified format (Month/Day/Year).
5. In the CUSTOMER AUTHORIZATION section, ensure both account holders sign and date the form to authorize Wells Fargo Bank to release their deposit information.
6. Once completed, review all entries for accuracy before saving your document. You can then print or fax it as needed.

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