Wells fargo addendum to certificate to authority deposit accounts only 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, where you will input the legal name of the business entity and provide details for each owner or key individual. Ensure to include their ownership percentage, position/title, phone number, and Social Security Number (SSN).
3. Proceed to Section 2 if applicable, filling in details for individual owners with 25% or more ownership who do not have authority. Include their full legal names, SSNs, positions/titles, phone numbers, and ownership percentages.
4. In Section 3, enter information for non-individual owners with similar ownership stakes. Provide their legal names, Tax Identification Numbers (TIN), authority/control status, entity type, and physical addresses.
5. Complete Section 4 by ensuring all signatories certify the agreement terms. Each authorized signer must provide their signature and print their full legal name along with the date.
6. Fill out Section 5 with the appropriate taxpayer identification number and check the correct federal tax classification box.
7. Finally, review all sections for accuracy before saving your completed form.

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