Wells fargo 401k 1800 number-2025

1. Click ‘Get Form’ to open the Wells Fargo 401k Distribution Request form in the editor.
2. In Section I, fill in all applicable participant information, including your name, Social Security Number, and contact details. If this request is for a beneficiary, ensure you provide a certified copy of the death certificate.
3. Move to Section II and check the box next to the reason for distribution. If it’s due to termination or retirement, include the relevant dates.
4. In Section III, indicate whether you want the total account balance or a specific amount by checking the appropriate box. Specify how you would like your distribution disbursed.
5. If applicable, complete Section IV for rollover information. Ensure all required details about financial institutions are filled out accurately.
6. For company stock distributions in Section V, specify your preferred method of payment. If left blank, stock will be liquidated as cash.
7. In Section VII, select your federal and state income tax withholding elections based on your preferences.
8. Finally, sign Section VIII to authorize your distribution request and confirm that you understand all terms outlined in the form.

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