Wfcs Ira Disclosure Statement And Custodial Agreement

Wfcs Ira Disclosure Statement And Custodial Agreement

The first part of each document contains the disclosure statement required by the Internal Revenue Service for the type of account listed below. This information will explain the basic rules and tax considerations that you need to understand when you adopt the IRA and/or ESA coverdell. The second part of the document contains the conservatory custody agreement. Use the links below to view the disclosure statement and the deposit agreement for the type of account involved. Wells Fargo Advisors customers can find information and disclosures about its cash sweep program on wfa.com/cashsweep. Consider consolidating your financial assets to simplify your finances and get a better overview of your overall financial situation. Check out wells Fargo Bank`s traditional IRA Deposit Agreement and Disclosure (PDF). Keep in mind that as a general rule, you owe a regular income tax for every amount deducted from your TRADITIONAL IRA. Open an IRA or roll on a 401 (k), 403 (b), or government plan 457 (b) for an IRA Wells Fargo Advisors Warning: MAC N9160-01P PO Box 77046 Minneapolis MN 55480-9902 or fax at 1-844-879-1439. If you need help with this form, call 1-800-TRADERS (1-800-872-3377).

Information published by Wells Fargo Bank, N.A., Wells Fargo Advisors or any of their affiliates is published in the United States and is intended only for individuals in the United States. If you have any questions about WellsTrade, call us at 1-877-573-7997 2 to ensure that your REGISTRATION status for IRA contributions is considered single if you have not lived with your spouse during the tax year. For more information, see IRS Pub 501. To add features to your current account, simply download the form or app, print it out and send it via the fax number or postal address listed. Assistance to retirement savings plans (401 (k), 403 (b), defined benefit, profit sharing, etc.), served by Wells Fargo Mutual funds, are sold by prospectus. Before investing, consider the Fund`s investment objectives, risks, costs and expenses. The prospectus and, if applicable, the summary prospectus contain this and other information and may be accessed under the fund or its financial advisor. Read the prospectus and, if necessary, the summary prospectus carefully before investing. Wells Fargo Clearing Services, LLC (WFCS) is a non-bank subsidiary of Wells Fargo and Company.

Wells Fargo Asset Management is a business name used by Wells Fargo`s asset management business.


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