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Wells fargo letter of instruction

Wells fargo letter of instruction 2026

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The document is a letter of instruction for completing a form related to Wells Fargo Advantage Funds. It provides guidance on filling out account owner information, obtaining Medallion Guarantees for signatures, and includes contact information for assistance. The document emphasizes the need for proper guarantees and specifies mailing instructions.

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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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