Letter of Authorization to Transfer Funds or Securities - Wells Fargo ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. In Section 1, enter your Wells Fargo 8-digit brokerage account number and account name(s). Specify the account type (Individual, Joint, Trust, etc.) to ensure accurate processing.
3. Move to Section 2 and select your transfer request type: One-Time Disbursement or Recurring. Fill in the amount, types of assets, start date, frequency, and expiration date if applicable.
4. In Section 3, indicate how you want to move assets. Provide details for either a journal transfer or sending shares to another financial firm. Ensure all recipient information is accurate.
5. Section 4 allows you to specify what you want to transfer—cash only, securities only, or both. Fill in the necessary details for each security being transferred.
6. Finally, in Section 5, provide your signature(s) and date. Review all entries for accuracy before submission.

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