Changing Your Name on a Wells Fargo Account: Step-by-Step Guide

Introduction

Changing your name on a Wells Fargo account can be a daunting task. You may need to change your name due to marriage, divorce, or other life changes. Fortunately, there is a straightforward process to make the transition as smooth as possible. This article provides a step-by-step guide to help you navigate the process.

Contact Wells Fargo Customer Service

The first step is to reach out to Wells Fargo customer service. You can do this by phone, email, or in person at a local branch. When you call, you will need to provide personal information such as your name, address, and account number. The customer service representative will then provide you with instructions for the next steps.

Gather Required Documentation

You will need to provide proof of your identity and proof of the name change. Examples of acceptable documents include a driver’s license, passport, birth certificate, or marriage certificate. You may also need to provide additional documents such as a Social Security card or other government-issued ID. Make sure that all documents are up-to-date and contain your new name.

Fill Out an Account Change Form

Next, you will need to obtain an account change form from Wells Fargo. This form can be downloaded from the website or picked up at a local branch. Once you have the form, fill it out completely. Provide your current contact information and the new name you wish to use. Be sure to double-check your information before submitting the form.

Submit the Completed Form to Wells Fargo

You can submit the completed form to Wells Fargo in several ways. You can mail the form to the bank, drop it off at a branch, or fax it. If you choose to mail the form, be sure to include a self-addressed, stamped envelope so that Wells Fargo can send you a confirmation letter. There may be a fee associated with processing the form, so check with Wells Fargo before submitting.

Update Your Online Banking Profile

Once your name has been changed, you will need to update your online banking profile. Log in to your Wells Fargo account and update your personal information. You may also need to change your password if your name was included in it. Finally, make sure that all of your contact information is correct.

Notify Wells Fargo of Any Linked Accounts

If you have any other accounts linked to your Wells Fargo account, you will need to notify Wells Fargo of the name change. This includes savings and checking accounts, credit cards, mortgages, and loans. Contact customer service to let them know about the name change and provide any necessary documents.

Confirm the Name Change with Wells Fargo

After you have submitted the form, updated your online banking profile, and notified Wells Fargo of any linked accounts, you will need to confirm the name change with the bank. You can do this by calling customer service or sending an email. Once confirmed, Wells Fargo will send you a letter confirming that the name change has been processed.

Conclusion

Changing your name on a Wells Fargo account doesn’t have to be difficult. By following the steps outlined in this article, you can make the transition as seamless as possible. First, contact customer service and gather the required documents. Then, fill out an account change form and submit it to Wells Fargo. After that, update your online banking profile and notify Wells Fargo of any linked accounts. Finally, confirm the name change with the bank. With a few simple steps, you can easily update your name on your Wells Fargo account.