Wellsfargo401k 2025

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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 account holder'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%. Include 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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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the phone number for Wells Fargo 401k?

1-877-493-4727.

What is the phone number for Wells Fargo 401k rollover?

If you need help call us at 1-877-493-4727.

Who took over Wells Fargo 401k plans?

Principal Financial Group, a global leader in retirement plan services and investment management, recently completed the integration of the Wells Fargo Institutional Retirement business.

What company took over Wells Fargos 401k?

On July 1, 2019, Principal Financial Group acquired Wells Fargo Banks Institutional Retirement and Trust (IRT) business, which provides certain administrative services to assist Wells Fargo Bank N.A., which is the current recordkeeper and trustee for the 401(k) Plan.

How do I know what company my 401k is with?

Check out your old W-2 tax forms; the forms will list the employer you had a retirement plan with that year. Use the information on your old W-2 to contact your plan sponsor, or old employer, directly to get your account information.

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What company did Wells Fargo merge with?

This article outlines the history of Wells Fargo Company from its merger with Norwest Corporation and beyond. The new company chose to retain the name of Wells Fargo and so this article is about the history after the merger.

Is a 6% match good for a 401k?

If its 40% of his contribution, its pretty good but not unheard of. A match of 6% of salary is pretty common. That means someone making $155k getting a 6% match would be getting more than this guy if he maxed out his $23k limit.

Wellsfargo401k 2025

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