Getting Started

If you'd like to roll your assets over to an IRA, follow these simple steps:

• Complete an IRA application. It takes less than 15 minutes to open your account online.
• If you already have your former employer's distribution request form, send it to us along with your IRA application and transfer form. We'll forward the necessary information to your former employer and keep you informed on the status of the rollover. If not, our Rollover Specialists can assist you with contacting your former employer to obtain the required paperwork. Call 1-800-359-3379 for assistance.

If you are uncertain as to where you would like to invest your rollover dollars, our Asset Allocation Planning Tool may offer assistance.

Any tax or legal information in this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC, Wells Fargo Funds Distributor, LLC, nor any of their representatives may give legal or tax advice.