Applications & Forms

Applications & Forms Applications & Forms

To view and print PDF forms, you must have Adobe Acrobat Reader installed. Once you have printed and completed a form, please mail it to (unless specified otherwise on the form):

Wells Fargo Advantage Funds
P.O. Box 8266
Boston, MA 02266-8266

Please select a form from the drop-down menu or read the descriptions below if you are unsure of what form you need.

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Financial Advisor IRA Application		Use this application to establish your Wells Fargo Advantage Funds^® traditional, Roth, or SEP IRA.



Financial Advisor New Account Application		Use this application to establish an individual, joint, UGMA/UTMA, or guardianship account.



Financial Advisor New Account Application		Use this application to establish a trust, partnership, corporate, or other institutional account.



SIMPLE IRA Application		Complete this application to establish a Wells Fargo Advantage Funds SIMPLE IRA.



Coverdell Education Savings Account Application		Use this application to establish an Education Savings Account.


Account Builder Form		Add to an existing Wells Fargo Advantage Funds account.



Automatic Investment Plan Form		Establish an Automatic Investment Plan.



Cost Basis Options		Elect or change the cost basis method for your accounts. Cost basis elections are not required for money market, retirement, or education accounts.



Shareholder Account Options Form		Add or update the following account options: Express Purchase^SM, Exchange, and Redemption.



Payroll Direct Deposit Application		Deposit your payroll check into your existing account.



Name Change Authorization		Change the name on all of your accounts.



Request for Change of Registration (Indiv/Joint/UGMA/UTMA)		Reregister all or a portion of an account as an individual, joint, UGMA/UTMA, or guardianship account.



Request for Change of Registration (Trust, Partnership, Entity)		Reregister all or a portion of an account as a trust, partnership, corporation, estate, or other entity.



Designation of Transfer on Death (TOD) Beneficiary		Designate the beneficiary on a non-IRA account.



Automatic Exchange Plan		Make regular, systematic exchanges from one account into another account.



Certification of Authorized Individual(s)		Establish the authorized signers for corporate accounts.



Designation of Successor Custodian or Successor Responsible Individual		Designate a Sucessor Custodian for a UGMA/UTMA account or a Sucessor Responsible Individual for an Education Savings Account.



Authorization for Account Access		Designate an individual to have access to your account(s).



Trading Authorization		Establish trading authorization on your account(s).



Power of Attorney		Designation of Attorney-In-Fact.



Check-Writing Authorization		Check writing is available on all non-retirement bond and money market funds.



Systematic Withdrawal Plan Form		Set up your account for automatic withdrawals at regular intervals.


Net Asset Value (NAV) Noncommissionable Purchase Agreement		Complete this form to code existing accounts for NAV purchases.



Nonretirement Account Redemption		Take money from your nonretirement account.



Nonretirement Account Transfer Request		Move nonretirement assets from another firm to Wells Fargo Advantage Funds.



IRA Transfer Form		Transfer the proceeds of an IRA mutual fund, CD, or other investment.



IRA Distribution Form		Take money from your IRA account.



IRA Beneficiary Claim Request		Take money out of a deceased owner’s IRA.



IRA Recharacterization Form		Recharacterize all or part of your Traditional or Roth IRA account.



Roth IRA Conversion Form		Transfer your Traditional IRA to a Roth IRA.



IRA Designation of Beneficiary		Designate who will receive the proceeds from an IRA account upon the death of the IRA owner.



SIMPLE IRA Contribution Remittance Form		Submit a copy of this form each time contributions are made to a SIMPLE IRA. Please complete the form online, then print and mail it.



Financial Advisor Exchange Request		Complete this form to request multiple exchanges for your clients.




W-8BEN Tax Form		Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding.



W-8ECI Tax Form		Certificate of Foreign Person's Claim for Exemption From Withholding on Income Effectively Connected With the Conduct of a Trade or Business in the United States.



W-8EXP Tax Form		Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding.



W-8IMY Tax Form		Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding.



W9 – Request for Taxpayer ID Number		Provide us with the correct Social Security number or taxpayer identification number for your accounts.



5305-SEP Tax Form		Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement.



MI W-4P Tax Form		Michigan residents: Notify us of the correct amount of Michigan income tax to withhold from your retirement distribution(s).





Coverdell Education Savings Disclosure Statement & Custodial Agreement		This document covers the terms and conditions pertaining to both your Coverdell Education Savings Account (formerly known as an Education IRA) and its relationship to the Custodian.



IRA Disclosure Statement & Custodial Agreement		This document covers the terms and conditions pertaining to both your IRA account and its relationship to the Custodian.



SIMPLE IRA Disclosure Statement & Custodial Agreement		This document covers the terms and conditions pertaining to both your SIMPLE IRA account and its relationship to the Custodian.

© 2013 Wells Fargo Funds Management, LLC. All rights reserved. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Managed Account Services and Wells Fargo Advantage Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. The funds are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

Not FDIC Insured • No Bank Guarantee • May Lose Value