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Letter of Authorization to Transfer Funds or Securities - Wells Fargo ... 2025

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The document is a Letter of Authorization (LOA) form for Wells Fargo Advisors, allowing account holders to request the transfer of assets from their brokerage accounts. It includes sections for account information, transfer requests (one-time or recurring), asset movement instructions, and required signatures. The form outlines the types of transfers available, delivery methods, and important terms regarding investment risks and liabilities.

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Click ‘Get Form’ to open it in the editor.
In Section 1, enter your Wells Fargo 8-digit brokerage account number and account name(s). Select the account type from options like Individual, Joint, or Trust.
Move to Section 2 and specify your transfer request. Choose between a one-time disbursement or recurring transfers. Fill in the amount, types of assets, start date, frequency, and expiration date if applicable.
In Section 3, indicate how you want to move assets. Provide details for either transferring to another Wells Fargo account or sending shares to a different financial firm. Include necessary delivery instructions.
Section 4 allows you to select what you want to transfer—cash only, securities only, or both. Fill in the required amounts and descriptions.
Finally, in Section 5, provide your signature(s) and date. Ensure all fields are completed before submitting.

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2022	4.8 Satisfied (41 Votes)
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Can you transfer an IRA to another bank without penalty?

Transferring an IRA to Another Person There are only two real options: either a withdrawal or naming them as a beneficiary. If you simply withdraw funds and hand them to someone, the distribution is treated as taxable income by the IRS and you will owe taxes on the amount withdrawn.

What is a letter of authorization for a bank account?

An Authorization Letter allows you as an account holder to grant another trusted individual to perform banking transactions on your behalf. This letter, addressed to an institutional representative, allows the bank to know that the person holding the letter is operating with your permission.

How do you transfer ownership of an IRA?

Heres how you can close your account: Call us at 1-800-TO-WELLS (1-800-869-3557) Visit a Wells Fargo branch near you. If outside of the U.S., complete the Account Closure or Partial Withdrawal Request form (PDF) and send it to us by mail.

How do I transfer my Wells Fargo IRA to a divorce?

Wells Fargo Bank IRA you can call the Best IRA service team at 1-800-237-8472 to complete reinvestment of a mature CD, Roth IRA conversions, and transfers due to divorce. For all other IRA distributions, please visit a Wells Fargo branch.

Can I transfer money to someone elses account with Wells Fargo?

How do I send a digital wire? 1. Sign on to Wells Fargo Online, go to Transfer Pay, and enroll in Digital Wires to get started. Add your recipient, select funding account and amount (along with any additional details required for certain countries). Review and send your payment.

how to withdraw money from brokerage account wells fargo

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How do you transfer an IRA in a divorce?

Transfers are generally free if made to similar-type accounts. IRA transfers must be made within 60 days to avoid tax penalties. The required minimum distribution may not be transferred over.

What is an loa in banking?

Letter of Authorization (LOA)