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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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