Commonly Requested Forms

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)
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
Designate a beneficiary on my nonretirement account. A Medallion Guarantee is no longer required to designate a TOD beneficiary.		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