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Wells Fargo Advantage Funds Forms

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

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Open an Account   Forms
Open a new nonretirement account.   (online application)
Open a new IRA account.   (online application)
Open a new Education Savings Account (formerly known as an Education IRA).   (online application)
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Update Your Account   Forms

Add to an account:
Add to your existing Wells Fargo Advantage Funds account.   Account Builder
Deposit all or a portion of your paycheck into your account.   Payroll Direct Deposit Authorization

Establish or modify account options:
Make regular, systematic exchanges between two Wells Fargo Advantage Funds accounts.   Automatic Exchange Plan
Establish the check-writing option on your nonretirement account (available on select Funds).   Check-Writing Authorization
Elect or change the cost basis method for your accounts. Cost basis elections are not required for money market, retirement, or education accounts.   Cost Basis Options
Establish or update bank account information for an Automatic Investment Plan, Express Purchase, or Redemption option on your existing account.   Shareholder Account Options
Establish a Systematic Withdrawal Plan to make systematic withdrawals from your account at regular intervals.   Systematic Withdrawal Plan

Update registration:
Change your name on your accounts (legal name change).   Name Change Authorization
Reregister all or a portion of your account as an individual, joint, UGMA/UTMA, or guardianship account.   Request for Change of Registration (Individual, Joint, UGMA/UTMA, Guardianship)
Reregister all or a portion of your account as a trust, partnership, corporation, estate, or other entity.   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.   Authorization for Account Information
Establish or replace the authorized signers on your corporate, other organization, or partnership account.   Certification of Authorized Individual(s)
Designate a successor custodian for a UGMA/UTMA account or a successor responsible individual for an Education Savings Account.   Designation of Successor Custodian or Successor Responsible Individual
Designate a beneficiary for your nonretirement account.
A Medallion Guarantee is no longer required to designate a TOD beneficiary.		   Designation of Transfer on Death ("TOD") Beneficiary
Designate an attorney-in-fact for your account.   Power of Attorney (POA)

Request a nonretirement account redemption or transfer:
Take money out of your nonretirement account.   Nonretirement Account Redemption
Move nonretirement assets from another firm to Wells Fargo Advantage Funds.   Nonretirement Account Transfer Request
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Update Your IRA   Forms
Designate a beneficiary for your IRA.   IRA Designation of Beneficiary
Take money out of your IRA.   IRA Distribution Request
Transfer your existing IRA from another financial institution.   IRA/Education Savings Account Transfer
Recharacterize all or part of your Traditional or Roth IRA.   IRA Recharacterization
Convert your existing Traditional IRA to a Roth IRA.   Roth IRA Conversion
Make contributions to your SIMPLE IRA.   SIMPLE IRA Contribution Remittance
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Transition/Death Forms
Reregister all or a portion of your account as an individual, joint, UGMA/UTMA, or guardianship account. Use this form if the estate was not probated and the account is being transferred to an individual(s).   Request for Change of Registration (Individual, Joint, UGMA/UTMA, Guardianship)
Reregister all or a portion of your account as a trust, partnership, corporation, estate, or other entity, or update trustees on a trust account.   Request for Change of Registration (Trust, Partnership, Corporation, Other Entity)
Take money out of your nonretirement account after it has been reregistered.   Nonretirement Account Redemption
Designate a beneficiary for your nonretirement account.
A Medallion Guarantee is no longer required to designate a TOD beneficiary.
   Designation of Transfer on Death ("TOD") Beneficiary
List a financial advisor on an account and establish trading authorization.   Financial Advisor Trading Authorization
Request for Taxpayer Identification Number and Certification (Certify the taxpayer identification number and certification of an estate when reregistering a deceased person's account to another individual.)   W-9 Tax Form
Use this generic form to attach your own instructions, reissue uncashed checks, or when other forms cannot accommodate your needs.   Letter of Instruction
Take money out of a deceased owner's IRA.   IRA Beneficiary Claim Request
Open a new IRA (in the spouse's name) or a Beneficiary IRA.   Request an IRA Application
Update the beneficiary on an existing IRA.(If you are opening a new IRA, you can designate a beneficiary on the application.)   IRA Designation of Beneficiary
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Tax Forms   Forms
Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding   W-8BEN 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-8ECI Tax Form
Certificate of Foreign Government or Other Foreign Organization for United States Tax Withholding   W-8EXP Tax Form
Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain U.S. Branches for United States Tax Withholding   W-8IMY Tax Form
Request for Taxpayer Identification Number and Certification (Provide us with the correct Social Security number or taxpayer identification number for your accounts.)   W-9 Tax Form
Simplified Employee Pension—Individual Retirement Accounts Contribution Agreement   5305-SEP Tax Form
Michigan residents: Notify us of the correct amount of Michigan income tax to withhold from your retirement distribution(s).   MI W-4P Tax Form
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Agreements   Forms
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.   Coverdell Education Savings Account Disclosure Documents and Custodial Agreement
This document covers the terms and conditions pertaining to both your IRA and its relationship to the custodian.   IRA Disclosure Document and Custodial Agreement
This document covers the terms and conditions pertaining to both your SIMPLE IRA and its relationship to the custodian.   SIMPLE IRA Employee Disclosure Documents and Custodial Agreement

©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.

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  • No Bank Guarantee
  • May Lose Value

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