Fillable Form 1: Name Change Authorization

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Form 1: Name Change Authorization

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  • 24 other fields

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P.O. Box 219967
|
Kansas City, MO 64121
WFAM.com
Name Change Authorization
Complete this form to update all of your WellsFargo Funds accounts if your name has changed due to marriage,
divorce, or other reasons. If you have questions, call 1-800-222-8222.
1
NA ME AND M AILING ADDRESS PLEASE PRINT
Former name (rst, middle initial, last) Social Security/taxpayer ID number
New name (rs
t, middle initial, last)
U.S. residenti
al street address
City State Zip code
U.S. mailing a
ddress (if dierent than U.S. residential street address)
City State Zip code
Daytime phone Evening phone
Note: If the address above is dierent than the address currently listed on our records, we will change all accounts under the Social Security/taxpayer ID number(s)
listed above to reect this new address. All future correspondence will be sent to the new address until you advise us otherwise. Redemptions or distributions to this
new address will not be allowed for 15 days after the address change unless your signature is Medallion Guaranteed.
2
IMPOR TANT INFORM ATION ABOUT Y OUR A C C OUNTS
All Wells Fargo Funds accounts in your name will be updated.
Additional items to consider:
• If you have the check-writing option on your current account(s), complete Section 3 of this form to have new checks issued in
your new name. Checks printed with your former name will not be honored once the name change has beencompleted.
• If you will be adding or removing a registered owner from your nonretirement account(s), a completed Request for Change of
Registration form is also required.
• If you have an IRA or other retirement plan account and would like to update your beneciary(ies), contact us for the appropriate
designation of beneciary form.
3
CHECK WRITING OPTIONAL MONEY M ARKE T FUNDS ONLY NONRE TIREMENT
Complete this section if you currently have the check-writing privilege or would like to add the check-writing privilege to your account.
All registered account owners must sign this check-writing card even if only one name has changed. By signing this check-
writing card, you agree to the check-writing terms and conditions described in the prospectus.
Fund and account number Fund and account number
AUTHORIZED INDIVIDUAL(S) AND SIGNATURE(S). Wells Fargo Funds will accept checks with one signature.
Signature (as you will sign the checks) Print name of current account owner, custodian, or trustee Date
Signature (as you will sign the checks) Print name of current joint owner or co-trustee Date
To complete your request for name change, your signature(s) must be Medallion Guaranteed on the next page.
CON 402792 (592526 Rev 05- 09/19) Page 1 of 2
Clear Form
Page 2 of 2
CON 402792 (592526 Rev 05- 09/19)
INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE
4
EXISTING A C C OUNT OPTIONS
To update the bank information for existing account options, include a preprinted voided check for checking or a deposit slip for savings.
If you would like to establish new options on your account(s), a completed Shareholder Account Options form is required.
If you include bank information, your existing automatic investment plan (AIP), redemption, and express purchase options will
be updated. If you do not want these options updated, check the boxes below:
I do not want the bank information for my AIP option updated.
I do not want the bank information for my redemption option updated.
I do not want the bank information for my express purchase option updated.
Account t
ype:
Checking (attach a voided check) Savings (attach a voided deposit slip)
Note: If no box is checked, your account will be updated as checking.
Name of bank ABA/routing number for ACH
Bank account registration Bank account number
5
SIGNATURES AND MED ALLION GU AR ANTEE
Both signatures
must be Medallion
Guaranteed to
complete this request.
Medallion Guarantee*
Signature in former name
Signature in new name
Date
*A Medallion Guarantee may be obtained from any eligible guarantor institution, as dened by the Securities and Exchange Commission.
These institutions include banks, savings associations, credit unions, and brokerage rms that participate in the Medallion Program. The bar-
coded stamp with the words “MEDALLION GUARANTEED” must be stamped near each of the signatures being guaranteed. The guarantee
must appear with the name of the guarantor institution and the signature of an individual authorized on behalf of the guarantor institution.
Note that a Notary Public stamp or seal is not acceptable.
Before you mail, have you:
Entered your S
ocial Security/taxpayer ID in Section 1?
Had both signatures Medallion Guaranteed in Section 5?
Included a voided check to update existing bank information on le (if applicable)?
Completed the Request for Change of Registration form if you are adding or removing a registered owner?
Updated your IRA beneciary designations, if necessary?
Destroyed checks printed with your former name (if applicable)?
Wells Fargo Asset M
anagement (WFAM) is the trade name for certain investment advisory/management rms owned by Wells Fargo & Company. These rms include
but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed
by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).
402792 (592526 Rev 05) 09-19
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Form 1: Name Change Authorization

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Completed 9 November 2021

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