Wells fargo ira beneficiary designation form 2012-2025

1. Click ‘Get Form’ to open the Wells Fargo IRA Beneficiary Designation Form 2012 in the editor.
2. Begin by filling out your personal information in Section 1, including your name, Social Security number, date of birth, and addresses. Ensure all details are accurate for proper processing.
3. In Section 2, choose whether you want to update the beneficiary designation for all accounts or specify particular accounts. If selecting specific accounts, list their fund and account numbers.
4. Proceed to Section 3 to designate primary beneficiaries. Enter each beneficiary's name, mailing address, Social Security number, date of birth, relationship to you, and the percentage of assets they will receive. Remember that total percentages must equal 100%.
5. If applicable, complete the spousal consent section if naming a beneficiary other than your spouse. This is crucial in community property states.
6. In Section 4, repeat the process for secondary beneficiaries if desired. Again ensure that total percentages equal 100%.
7. Finally, sign and date the form in Section 6 to validate your designations before submitting it through our platform.

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