Have you ever wondered what happens to your checking account after you die? Wells Fargo has made it easy to designate a beneficiary for your checking account. Your beneficiary will be able to access the funds in your account after you die. You can complete the Wells Fargo Checking Beneficiary Form online or in person at a Wells Fargo banking center. The form is simple to complete and only takes a few minutes. Designating a beneficiary for your checking account is an important step in ensuring that your loved ones have access to your funds after you die.
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Form Name | Wells Fargo Checking Beneficiary |
Form Length | 2 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 30 sec |
Other names | wells fargo beneficiary, wells fargo pod form, payable on death form wells fargo, wells fargo add beneficiary |
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Designation of Transfer on Death TOD Beneficiary Complete this form to establish or change the TOD bene ciary designation on your Wells Fargo Advantage Funds account. List the fund and account number s below. Fund and account number Update my new Wells Fargo Advantage Funds account s. List the fund name s below and submit this form with your New Account Application. Fund name PRIMARY BENEFICIARY IES Primary beneiciary Individual s or entity ies who will receive the funds upon the death of all...
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The beneficiary shall receive the assets of the ... Wells Fargo Account number or account number +1 Signature — Account Number and/or Account +1 Signature I have the privilege of being able to pay one fee to Wells Fargo. Pay the Account Fee — Account Fee Signature — Check or Credit Card Account number or account number +1 Signature — Account number and/or Account +1 Signature If you are a Wells Fargo Advantage Plan member or Wells Fargo Advantage customer in a Wells Fargo brokerage account, you may be able to move any outstanding balances between any... Signature — Account Number and/or Account +1 Signature You have the privilege of paying one fee to Wells Fargo.
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Designation of Beneficiary Instructions to Participant Complete this Designation of Beneficiary using black ink pen and return it to Wells Fargo at the address shown on the reverse side of this form.
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Authorized and Unauthorized use of Information for Plan Designation A-1 I hereby authorize the use of my name, SSN and a photograph of me to participate in the U.S. Employee Stock Purchase Plan (LPS1), sponsored, administered and administered by the United States Department of the Treasury (Treasury) and administered by the Corporation for National and Community Service (National Center for Employment Solutions, Inc..) I also authorize the use of my full Social Security number and my photograph for the purpose of this form and of identifying me as a participant as specified in the LPS1 Program Participant List and for the purpose of the Participant's receipt of this application. I hereby authorize my representative to furnish for me and me only, a single copy of this application. I acknowledge that in using this information, I am accepting the terms and conditions outlined in the "Terms & Conditions of Participation" section of the LPS1 Program Participant List (which is incorporated herein by reference). I hereby authorize the use of all or any part of this application, and any photograph I may have of me, as specified in the Participant List for any purpose of marketing the LPS1 Program or for any other purpose. B-1 I hereby authorize the use of my full social security number and all or any part of this application, and any photograph of me, for the purposes of offering my services for the LPS1 program and for any other purpose or purposes permitted from time to time by the LPS1 Program Participant List. I further hereby authorize the use of all or any part of this application, and any photograph of me, for any purposes relating to the use, or offering for the purposes of the LPS1 program of any services, goods or facilities of any type, offered by the LPS1 Program or its subcontractors. I hereby also authorize the use of all or any part of this application and any photograph I may have of me, for the purpose of participating in any advertising or any other promotional activity of the National Center for Employment Opportunity (NCEO), the Corporation for National and Community Service, or the LPS1 Program or for any other purposes as permitted by the Participant List and/or the LPS1 Program Participant List. The U.S. Department of Labor, or its successor, shall administer the LPS1 Program pursuant to Title 5; Code of Federal Regulations, Title 5, Part 80; Subchapter III; Chapter 21; Subchapter J. Labor. All provisions of the LPS1
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