Open an AccountTo begin putting your retirement plan into action, simply follow the steps below. All accounts (except traditional to Roth IRA conversions) can be opened online in less than 15 minutes.
Opening a New AccountIf you are opening your traditional or Roth IRA with "new" assets, or with a rollover from another traditional or Roth IRA (assuming you have already received a check from the former custodian), just fill out an IRA Application.
IRA Transfers or RolloversIf you are establishing your IRA with a transfer from an existing IRA or a direct rollover from a qualified retirement plan, please complete both an IRA Application and an IRA Transfer Form.
Roth IRA ConversionsIf you are converting your traditional IRA to a Roth IRA, complete an IRA Conversion Form. This form will allow you to convert assets that are currently with us, as well as assets that are with another institution. If you also plan to make contributions to a Roth IRA, a separate application will need to be completed.
Send your forms with your check (if applicable) to:
Wells Fargo Advantage Funds®
Remember, whether your retirement is thirty years away or just around the corner, it is never too late to put an IRA to work for you. And the sooner you start, the better chance you will have of making your retirement dreams a reality.