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Customer Account Transfer

A. Entire Account Transfer (check one only) Transfer – all assets in kind. Liquidations: Some firms may not accept this form for Liquidation. Do not enter Service Request on the ACAT system if Liquidation is requested. Liquidate – all assets and transfer proceeds. Liquidate – only assets listed in the Asset Listing in Section 4, transfer

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ACH/Money Transfer Authorization

www.fa.wellsfargoadvisors.com

ACH/Money Transfer Authorization. ... If you direct us to make withdrawals from your savings account, that transfer will count toward this federal limit on monthly withdrawals. Excess activity fees may apply if you exceed the federally mandated transaction limit. Please see your savings account agreement for additional details.

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Enroll for online account access - Wells Fargo Advisors

www.fa.wellsfargoadvisors.com

Wells Fargo Advisors online support at 1-877-879-2495. Title: e8055_BDC.indd Created Date: 10/6/2016 10:27:09 AM ...

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