| Regular Mail |
Overnight Mail |
Wells Fargo Advantage Funds
P.O. Box 8266
Boston, MA 02266-8266 |
Wells Fargo Advantage Funds
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809 |
| I would like to... |
|
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) |
|
| Designate
a beneficiary on my nonretirement account. |
|
Designation of Transfer on Death ("TOD") Beneficiary |
|
| Take money out of my IRA. |
|
IRA
Distribution Request |
|
| Transfer
my existing IRA or Education Savings Account from another financial institution. |
|
IRA/Education Savings Account Transfer |
|
| Change my name on my accounts (legal name change). |
|
Name Change Authorization |
|
| Take money out of my nonretirement account. |
|
Nonretirement Account Redemption |
|
| Deposit all or a portion of my paycheck into my account. |
|
Payroll Direct Deposit Authorization |
|
| Reregister all or a portion of my account to an individual, joint, UGMA/UTMA, or guardianship account. |
|
Request for Change of Registration (Individual, Joint, UGMA/UTMA, Guardianship) |
|
| Reregister all or a portion of my account to a trust, partnership, corporation, estate, or other entity. |
|
Request for Change of Registration (Trust, Partnership, Corporation, Other Entity) |
|
| Convert my existing Traditional IRA to a Roth IRA. |
|
Roth
IRA Conversion |
|
| Establish or update bank account information for an Automatic Investment Plan, Express Purchase, or Redemption option on my existing account. |
|
Shareholder Account Options |
