Wellsfargo401k 2026

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The document outlines the Wells Fargo Beneficiary Designation form for the Tulalip Tribes of Washington Employees' Retirement Plan. It details the process for designating primary and secondary beneficiaries for account balances upon the participant's death, including requirements for spousal consent if a beneficiary other than the spouse is chosen. The form must be completed at enrollment or when changing beneficiaries and submitted to the Benefits Department.

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Click ‘Get Form’ to open the wellsfargo401k document in the editor.
Begin by completing your personal information. Fill in your name, Social Security number, clock-in number, department, birth date, and marital status.
In Section I, designate both Primary and Secondary Beneficiaries. Ensure that the total percentages for all Primary Beneficiaries equal 100%. Provide their names, relationships, addresses, phone numbers, birth dates, and Social Security numbers.
If you select an Alternate Payee as a Primary Beneficiary instead of your spouse, complete Section II and obtain your spouse's consent with a notary or Plan Administrator.
Sign and date the form at the bottom. If applicable, have your spouse sign in Section II for consent.
Finally, return the completed form to your Benefits Department for processing.

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