Forms - Wells Fargo Advantage Funds

Account Services
> Forms

Individual/Joint Account Application
For Individuals, Joint Accounts, Uniform Gifts/Transfers to Minors Act (UGMA/UTMA), Guardianship, Estate Investors, Trusts, and Businesses

PDF (new window) - Individual/Joint Account Application

Download Form

Business Account Application
For Partnerships, Corporations and Other Institutional Investors

PDF (new window) - Business Account Application

Download Form

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

PDF (new window) - Request for Change of Registration (Indiv/Joint/UGMA/UTMA)

Download Form

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

PDF (new window) - Request for Change of Registration (Trust, Partnership, Entity)

Download Form

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

PDF (new window) - Certification of Authorized Individuals (CAI)

Download Form

Power of Attorney
Designation of Attorney-In-Fact.

Download Form

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

PDF (new window) - Shareholder Account Options Form

Download Form

Institutional Trading Authorization Form
Complete this form to establish trading authorization for a Licensed or
Registered Wells Fargo Banker to act on your Wells Fargo Advantage Funds^® Institutional account.

PDF (new window) - Institutional Trading Authorization Form

Download Form

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

PDF (new window) - Transfer on Death Form

Download Form

CEO User Enrollment Form

Download Form

CEO Token Request Form

Download Form

CEO Online Access Agreement

Download Form

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):

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

Overnight Mail
Wells Fargo Advantage Funds
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

We can be reached weekdays from 7 a.m. to 6 p.m. Central Time at 1-800-260-5969 or by e-mail at institutionalservice@wellsfargo.com.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Wells Fargo Advantage Money Market Funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds^®.

Not FDIC Insured • No Bank Guarantee • May Lose Value

© 2010 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 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.