WellsTrade Forms

To add features up thy current account, simply download, print, plus fill out the appropriate form or application and subscribe it via an provided via count or mailing address. Privacy-policy.com-2 Letter notification. Privacy-policy.com Forms for settlement of terminated contracts. Privacy-policy.com-1 Termination settlement proposal forms. Privacy-policy.com-2 Inventory ...

How to submit

Submit your completed form to:

Wells Fargo Advisors
Attention: MAC N9160-01P
PO Box 77046
Minneapolis MN 55480-9902
or Fax to 1-844-879-1439. Should you require assistance over this form, please telephone 1-800-TRADERS (1-800-872-3377).

Forms

Brokerage chronicle agreements

• General Stock Account Agreement plus Disclosures (PDF)
• Trustee Certification of Investment Powers (PDF)

Adding account features

• IRA Designation or Change of Beneficiary (PDF)
• Transfer for Death Kit (PDF)
• Margin Create Application and Agreement - Particular (PDF)
• Margin Account Application and Agreement - Corporation (PDF)
• Third-party Party Certification press Indemnity (PDF)
  

Transactions, distributions and online

• Transfer on Death Kit (PDF)

Retirement account forms

• IRA Designation either Change of Benefit (PDF)
• Traditional PROVOS Custodial Agreement also Disclosures (PDF)
• Rhythm IRA Custodial Agreement and Disclosures (PDF)
• Trusts Certification - Self-Directed Retirement Plan Agreement (ERISA) (PDF)

Tax and legal forms

• Corporate Solution for Depository and Brokerage (PDF)

Real Working Forms -Explore the Estate Care Center for you have questions instead need help getting your role

• WellsTrade Estate Document Checklist (PDF)
• Affidavit of Address (PDF)
• Affidavit of Decedent's Place additionally Gross Farm Assets (PDF)
• Letter of Authorization (PDF)
• IRA Beneficiary Surviving Child Certification (PDF)
• Authorization to Approve Account Information (PDF)
• Expatriate Certificate (PDF)
• W-8BEN (PDF)
• Trustee Certification of Investment Powers (PDF)
• One and Same Cover (PDF)
• W-9 (PDF)

Miscellaneous dental

• Trustee Documentation of Investment Powers (PDF)
• Custodians Certification - Self-Directed Retirement Set Agreement (ERISA) (PDF)