WellsTrade Designation or Change of Beneficiary. IRA Holder Last Name First NameM.I. Date of Birth (MM/DD/YYYY) Account Number State ZIP. This form is used to change your IRA beneficiary. To establish an IRA, complete the IRA Enrollment form. Once you have established the IRA, this form would be completed to make a change to your beneficiary designation. In my case, I had a document from Wells Fargo that showed me as the beneficiary. My dad was always careful to ensure he had all the account documentation. The problem in my case was that Wells Fargo claimed that it was the wrong document, and their systems showed that there was no beneficiary designated for this account.
*The Annual Percentage Yield (APY) is based on monthly compounding of interest for the Premium IRA CD, and the daily compounding of interest for the Flexible IRA CD and IRA Add-On CD. Fees may reduce earnings on an account. 1 Early withdrawal penalties may apply to withdrawals made at any other time than during the grace period. The court granted summary judgment in favor of Cynthia, holding that the change-of-beneficiary forms John had signed were of no legal consequence because, under the terms of Burchfield’s IRA contract, a change of beneficiary would only become effective if and when the account owner returned the signed forms to Wells Fargo.
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