Get Wells Fargo 585797 2021-2026

Filling out the Wells Fargo 585797 form is an important step in managing your financial assets and ensuring they are transferred appropriately upon your passing. This guide provides a clear and user-friendly approach to completing the Transfer on Death application online.

Follow the steps to accurately complete your Transfer on Death application.

1. Press the ‘Get Form’ button to obtain the Wells Fargo 585797 form and open it for editing.
2. Complete the Account Information section by entering the required details such as account owner names, addresses, and social security numbers.
3. In the Beneficiary Information section, list all primary beneficiaries. Ensure that the percentage of assets designated to each beneficiary totals 100%. Include required information such as names, dates of birth, and taxpayer identification numbers.
4. Designate contingent beneficiaries, if desired, for each primary beneficiary listed. Follow the same percentage and identification requirements as for primary beneficiaries.
5. Review the Transfer on Death Agreement terms. Make sure you understand the implications and requirements of the agreement.
6. If applicable, ensure that spousal consent is obtained. This is necessary in community property jurisdictions if a primary beneficiary is not your spouse.
7. After completing all sections, sign and date the form where required. Ensure that all signatures are obtained properly.
8. Submit the completed form either by faxing it to the provided number or mailing it to the specified address. Make sure to retain a copy for your records.

Start filling out your Wells Fargo 585797 form online today to ensure your assets are managed according to your wishes.