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Wells fargo po box 9165 minneapolis mn

800 690 0531 form-2025

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The document is an IRA Distribution Request form for Wells Fargo Advantage Funds, allowing account owners to request distributions from their IRA accounts. It includes sections for personal information, reasons for distribution, payment amounts and methods, tax withholding options, and a signature requirement. The form emphasizes the need for a Medallion Guarantee in certain situations and provides contact information for assistance.

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Click ‘Get Form’ to open the 800 690 0531 form in the editor.
Begin by filling out the Registration and Mailing Address section. Enter your name, Social Security number, date of birth, and both residential and mailing addresses as required.
In the Reason for Distribution section, select the appropriate reason for your distribution. Ensure you consult a tax advisor if needed.
Specify the Payment Amount by choosing either the entire account balance or a partial distribution. If opting for partial, indicate the amount clearly.
Select your preferred Payment Frequency. Choose from one-time distribution or set up monthly, quarterly, or annual payments as per your needs.
In the Tax Withholding section, decide whether to withhold federal income tax from your distribution and specify any percentage if applicable.
Choose your Payment Method. Indicate whether you want a check sent to your address or an electronic funds transfer (EFT) to your bank account.
Finally, sign and date the form in the Signature section. If necessary, ensure that a Medallion Guarantee is included where required.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (129 Votes)
2019	4.3 Satisfied (71 Votes)
2012	4.3 Satisfied (30 Votes)
2007	4.4 Satisfied (233 Votes)

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