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Complete this application to establish a Wells Fargo Advantage Funds® traditional IRA, Roth IRA, or SEP-IRA.

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How to fill out financial advisor ira application

How to fill out Financial Advisor IRA Application

01

Gather personal information: Collect your name, address, Social Security number, date of birth, and employment details.

02

Choose the type of IRA: Decide between a traditional IRA, Roth IRA, or other options based on your financial goals.

03

Provide beneficiary information: Designate individuals or entities who will inherit the account upon your death.

04

Complete financial background: Include information about your financial situation, including income, assets, and liabilities.

05

Select investment preferences: Indicate your investment goals, risk tolerance, and any specific investment choices.

06

Review and sign the application: Carefully read through the application for accuracy and completeness, then sign and date it.

Who needs Financial Advisor IRA Application?

01

Individuals seeking to save for retirement and grow their wealth tax-deferred or tax-free.

02

People working with a financial advisor to receive personalized investment advice and strategies.

03

Anyone looking to roll over funds from other retirement accounts into an IRA.

04

Individuals interested in diversifying their retirement portfolio with different investment options.

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What is Financial Advisor IRA Application?

The Financial Advisor IRA Application is a form used by individuals to open an Individual Retirement Account (IRA) through a financial advisor or institution. It includes relevant information required to set up the account and manage retirement investments.

Who is required to file Financial Advisor IRA Application?

Individuals who want to establish a new IRA account, typically with the assistance of a financial advisor, are required to fill out the Financial Advisor IRA Application.

How to fill out Financial Advisor IRA Application?

To fill out the Financial Advisor IRA Application, individuals need to provide personal information, including their name, address, date of birth, Social Security number, and employment information, along with any specific information regarding the type of IRA they wish to open.

What is the purpose of Financial Advisor IRA Application?

The purpose of the Financial Advisor IRA Application is to officially record the individual's intent to open an IRA account, enabling the financial advisor or institution to manage and invest the funds according to retirement planning objectives.

What information must be reported on Financial Advisor IRA Application?

The Financial Advisor IRA Application typically requires personal identification information, financial status, investment objectives, risk tolerance, and beneficiary details. This information helps the financial advisor tailor investment strategies to meet the individual's retirement goals.

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