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Getting Started

With everything else you have to worry about when leaving an employer, the rollover of your retirement plan should be as easy and effortless as possible. Whether you're changing jobs or entering retirement, we can help you take the next step.

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 provided is a summary of our current understanding and interpretation 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 specific situation.

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This Web site is accompanied by current prospectuses for Wells Fargo Advantage Funds®, an EdVestSM program description (PDF), and a tomorrow's scholar® program description (PDF).

For 529 plans, an investor's or a designated beneficiary's home state may offer state tax or other benefits that are only available for investments in that state's qualified tuition program. Please consider this before investing.

Not FDIC Insured  •  No Bank Guarantee  •  May Lose Value

©2010 Wells Fargo Funds Management, LLC. All rights reserved. EdVest and tomorrow's scholar are state-sponsored 529 college savings plans administered by the Wisconsin Office of the State Treasurer. 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, Wells Fargo Advantage Funds, and the EdVest and tomorrow's scholar plans. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the Funds. The Funds and shares in the 529 plans are distributed by Wells Fargo Funds Distributor, LLC, Member FINRA/SIPC, an affiliate of Wells Fargo & Company.

This Web site is for information purposes only and is not intended as a solicitation to sell or buy any security. Wells Fargo Advantage Funds are offered by prospectus and only to residents of the United States. Wells Fargo does not control or endorse and is not responsible for third-party Web sites to which this site links.

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Wells Fargo Advantage Funds 1-800-359-3379
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