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Wells Fargo Advantage Funds 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 one of the following addresses (unless specified otherwise on the form):
| Regular Mail |
Overnight Mail |
Wells Fargo Advantage Funds
P.O. Box 8266
Boston, MA 02266-8266
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Wells Fargo Advantage Funds
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809 |
Please select a form from the the drop-down menu or read
the descriptions below if you are unsure of what form you need.
| Update Your Account |
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Forms |
Add to an account: |
| Add to your existing Wells Fargo Advantage Funds account. |
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Account Builder |
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| Deposit all or a portion of your paycheck into your account. |
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Payroll Direct Deposit Authorization |
Establish or modify account options: |
| Make regular, systematic exchanges between two Wells Fargo Advantage Funds accounts. |
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Automatic Exchange Plan |
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| Establish the check-writing option on your nonretirement account (available on select Funds). |
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Check-Writing Authorization |
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| Establish or update bank account information for an Automatic Investment Plan, Express Purchase, or Redemption option on your existing account. |
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Shareholder Account Options |
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| Establish a Systematic Withdrawal Plan to make systematic withdrawals from your account at regular intervals. |
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Systematic Withdrawal Plan |
Update registration: |
| Change your name on your accounts (legal name change). |
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Name Change Authorization |
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| Reregister all or a portion of your account as an individual, joint, UGMA/UTMA, or guardianship account. |
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Request for Change of Registration (Individual, Joint, UGMA/UTMA, Guardianship) |
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| Reregister all or a portion of your account as a trust, partnership, corporation, estate, or other entity. |
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Request for Change of Registration (Trust, Partnership, Corporation, Other Entity) |
Establish authorizations and designations: |
| Designate an individual to have access to your account to obtain account information. |
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Authorization for Account Information |
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| Establish or replace the authorized signers on your corporate, other organization, or partnership account. |
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Certification of Authorized Individual(s) |
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| Designate a successor custodian for a UGMA/UTMA account or a successor responsible individual for an Education Savings Account. |
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Designation of Successor Custodian or Successor Responsible Individual |
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| Designate a beneficiary for your nonretirement account. |
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Designation of Transfer on Death ("TOD") Beneficiary |
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| Designate an attorney-in-fact for your account. |
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Power of Attorney (POA) |
Request a redemption: |
| Take money out of your nonretirement account. |
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Nonretirement Account Redemption |
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| Tax Forms |
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Forms |
| Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding |
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W-8BEN Tax Form |
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| 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 |
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W-8ECI Tax Form |
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| Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding |
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W-8EXP Tax Form |
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| Certificate of Foreign
Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for
United States Tax Withholding |
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W-8IMY Tax Form |
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| Request for Taxpayer Identification Number and Certification (Provide us with the correct Social Security number or taxpayer identification number for your accounts.) |
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W-9 Tax Form |
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| Simplified Employee Pension—Individual Retirement Accounts Contribution Agreement |
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5305-SEP
Tax Form |
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NEW TO Wells Fargo Advantage Funds
Learn more about all of the products
and services you are eligible for as a client.
ADDITIONAL SERVICES
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