Wells fargo retirement service center address 2026

1. Click ‘Get Form’ to open the Wells Fargo rollover contribution form in the editor.
2. Begin by filling out Section I, which includes your personal information such as Participant Name, Social Security Number, and Participant Address. Ensure all required fields are completed to avoid processing delays.
3. In Section II, specify the amount you wish to roll over. Break down the funds into categories like pre-tax and after-tax funds as required. This is crucial for tax purposes.
4. If applicable, attach any required documentation in Section III that shows details of your previous distribution. This helps ensure timely processing of your rollover.
5. Finally, sign and date Section IV to certify that all information provided is accurate and complete. Review the entire form before submission.
6. Mail the completed form along with any checks or documentation to the specified address for processing.

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