Wells Fargo Tod Agreement

Put your documents in a Wells Fargo store and talk to a banker. To find a branch near you, visit wellsfargo.com/locator. The account holder or personal representative can work directly with credit card services to determine the appropriate next steps for a backlog. Entitled Person (SII): a person who has obtained ownership of the property under the law, the death of a borrower, spouse or parent, divorce or separation or inter vivo (living) trust. Letter of instruction. Any written document from an owner, successor or representative appointed by an estate court, which contains specific instructions on how the balance of money can be distributed on accounts and what to do with accounts (for example. B final accounts) after payment. To discuss all the accounts that your loved one had, we need the death certificate and we can request some documents to identify our client and the role you will play in processing their accounts. The characteristics of each account may vary, so the time it can take to settle an account is also different. In general, we start processing an application as soon as we receive the necessary documents. Sometimes, in place of a label, these certificates: Wells Fargo Affiliates may pay a referral fee for clients at Wells Fargo Bank, N.A. Wells Fargo Bank, N.A.

(the “Bank”) provides various advisory and trust services and services, including discretionary portfolio management. Wells Fargo Advisors` financial advisors may refer clients to the bank for a day-to-day or one-time fee. The role of the financial advisor in banking products and services is limited to transfer and relationship management services. The bank is responsible for the day-to-day management of non-brokerage accounts and the provision of investment advice, asset management and asset management services to clients. The financial advisor does not offer investment advisory or intermediation services for bank accounts, but does provide, where appropriate, intermediation and investment advisory services for brokerage accounts managed by Wells Fargo Advisors. Views, opinions and portfolios may differ from our dealer broker partners. Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a business name used by Wells Fargo Clearing Services, LLC, a SIPC member, a registered broker-dealer and non-bank partner separate from Wells Fargo and Company.