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Obtain the Wells Fargo Designation of Transfer on Death (TOD) Beneficiary form from a Wells Fargo branch or their website. Fill in your name, address, and account number at the top of the form. List the beneficiaries you want to designate, including their names and relationship to you.
What two forms of ID does Wells Fargo accept?
Two forms of identification (ID) are needed to open at a branch State-issued or U.S territory drivers license. State-issued or U.S territory ID card. Passport. U.S. Armed Forces ID. Permanent resident card. Employment authorization card. Tribal Identification issued by a federally recognized U.S. tribal government.
What are two valid forms of ID for a bank?
Acceptable Forms of ID for Banks Generally, the phrase government issued ID covers the following types of ID: Drivers license. REAL ID card. DoD ID card (also known as Department of Defense ID Card)
What documents are needed for Wells Fargo proof of address?
Examples of acceptable proof of address documentation: Utility bill issued within the last 60 days. Paystub issued within the last 60 days. Bank, credit card, or mortgage statement issued within the last 60 days.
What is a certificate of authority form?
Certificate of Authority: Definition A Certificate of Authority shows that you are authorized to do business in a state other than your original formation state.
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What counts as proof of address for opening a bank account?
Proof of Address This could be a lease or mortgage document or bill. Your most recent utility bill, cable bill, credit card statement, or cell phone bill should suffice. If youve gone paperless, you can print a billing statement from your online account.
How do I notify Wells Fargo of a death?
How do I get all the documents to Wells Fargo?Expand Notify us online and upload a Death Certificate. Fax the documents to 1-866-358-1145. Mail the documents to us at one of the following addresses: U.S. Mail: Wells Fargo Bank N.A. Take the documents to any Wells Fargo branch for assistance from a representative.
Related links
WALGREENS BOOTS ALLIANCE, INC.
Aug 6, 2014 Boots Alliance Annual Report on Form 10-K for the fiscal year ended August 31, 2019. and Wells. Fargo Bank, National Association, as
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