Wells fargo cashier's check request form 2025

1. Click ‘Get Form’ to open the Wells Fargo Cashier's Check Request Form in the editor.
2. Begin by entering your name as the account owner in the designated field. Ensure you include your first name, middle initial, and last name.
3. Next, provide your Social Security number and date of birth in the specified format (mm/dd/yyyy). This information is crucial for identity verification.
4. If there have been any changes to your address or contact information, complete the relevant section. Include your new U.S. residential street address, city, state, ZIP code, email address, and phone numbers.
5. Select a reason for distribution from the options provided. Be aware of potential tax consequences associated with each choice.
6. Indicate the accounts and amounts for distribution. You can choose either a partial distribution or request the entire account balance.
7. Choose your payment frequency—whether it’s a one-time distribution or recurring payments—and specify any necessary details.
8. Complete tax withholding preferences by selecting whether to withhold federal income tax from your distribution.
9. Select your preferred payment method and provide any required bank information if opting for electronic funds transfer (EFT).
10. Finally, sign and date the form where indicated. If applicable, ensure that a Medallion Guarantee is included before submission.

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