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The document is an IRA Beneficiary Claim Request form for beneficiaries of Wells Fargo Advantage Funds IRAs, detailing the process to claim assets after the IRA owner's death. It requires separate requests from each beneficiary, a Medallion Guarantee for signatures, and includes sections for personal information, beneficiary options, tax withholding, payment methods, and necessary documentation such as a death certificate.

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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.

How do I find out if Wells Fargo owes me money in settlement?

If, for whatever reason, you believe youre owed money and the bank has not yet made contact, you may call Wells Fargo at 844-484-5089, Monday through Friday, from 9 a.m. to 6 p.m. Eastern time. Those who dont receive assistance from the bank may submit a complaint to the CFPB.

Who is eligible for the Wells Fargo Fair Fund?

You must have purchased or acquired Wells Fargo common stock, traded on the New York Stock Exchange under the trading symbol WFC, during the Recovery Period. Your approved transactions must calculate to an Eligible Loss Amount as calculated under the Plan and the Distribution Payment must equal or exceed $10.00.

How much will each person get from Wells Fargo settlement?

The Wells Fargo settlement benefits individuals and businesses in California who received a phone call from The Credit Wholesale Co. Inc. between Oct. 22, 2014 and Nov. 17, 2023. Potential Individual Reward: $86 per eligible call and up to $5,000 per call depending on the number of claims submitted.

How do I claim my Wells Fargo settlement?

An inherited IRA, also known as a beneficiary IRA, is an IRA account you inherit from someone who has died. Anyone can inherit an IRA, including spouses, family members, and non-related individuals, as well as estates and trusts.

What happened to Wells Fargo Advantage funds?

As part of this transition, all mutual funds within the Wells Fargo Funds family will be rebranded as Allspring Funds. Additionally, each individual fund will have Wells Fargo removed from its fund name and will be replaced with Allspring. The fund name changes are expected to go into effect on October 11, 2021.

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What is the phone number for Wells Fargo inherited IRAS?

Wells Fargo Bank IRA you can call the Best IRA service team at 1-800-237-8472 to complete reinvestment of a mature CD, Roth IRA conversions, and transfers due to divorce. For all other IRA distributions, please visit a Wells Fargo branch.

How to claim money from Wells Fargo?

For ATM transactions and PIN-based purchases that are not fraudulent, call us at 1-877-230-8708 Option #3, Monday Friday, 7:00 am 7:00 pm Eastern Time. For any other type of claim, please call 1-800-TO-WELLS (1-800-869-3557).

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How do I find out if Wells Fargo owes me money in settlement?

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How do I claim my Wells Fargo settlement?

What happened to Wells Fargo Advantage funds?

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