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Wells fargo letter of instruction 2026
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- Click ‘Get Form’ to open the Wells Fargo Letter of Instruction in our platform.
- Begin by filling in the Account Owner Information section. Enter the name of the account owner, custodian, or trustee, followed by their Social Security or taxpayer ID number.
- Next, provide details for any joint owners or co-trustees. Include their names and Social Security or taxpayer ID numbers as required.
- In the Fund Number and Account Number(s) field, input the relevant account details along with a daytime phone number for contact purposes.
- Complete the signature section. Each signature must be Medallion Guaranteed. Ensure that you have a Medallion Guarantee from an eligible institution stamped near each signature.
- Finally, review all entered information for accuracy before submitting your form via mail to Wells Fargo Advantage Funds at the provided address.
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