Get the free Wells Fargo Target 2035 CIT

As of September 30, 2017Collective Fund fact sheetwellsfargofunds.com/collectiveWells Fargo Target 2035 CIT Asset class: Asset AllocationE1CUSIPTicker94988K807T2035E1Glide Path HighClassTarget 2050

How to fill out wells fargo target 2035

How to fill out Wells Fargo Target 2035:

1. Start by gathering the necessary information. You will need your personal details such as name, address, contact information, and social security number.
2. Next, determine the investment amount you would like to allocate to Wells Fargo Target 2035. This is the amount of money you are comfortable investing in this specific target date fund.
3. Research and understand the investment objectives and strategy of Wells Fargo Target 2035. This fund is designed for individuals planning to retire around the year 2035, so it is important to assess if these objectives align with your own retirement goals.
4. Review the fund's prospectus and understand the fees and expenses associated with investing in Wells Fargo Target 2035. It is crucial to evaluate the cost of the investment to ensure it fits within your financial plan.
5. Open an account with Wells Fargo if you do not already have one. You can do this online or by visiting a Wells Fargo branch. Follow the account opening process and provide the required documentation.
6. Once your account is open, you can proceed with filling out the necessary forms to invest in Wells Fargo Target 2035. These forms may include an application form and an investment selection form.
7. Fill out the application form accurately, providing all the required information. Double-check the form for any errors or missing details before submitting it. Make sure to indicate that you want to invest in Wells Fargo Target 2035.
8. If there is an investment selection form, choose Wells Fargo Target 2035 as your desired investment option. Indicate the investment amount you decided on earlier.
9. Review your completed forms one last time, ensuring everything is filled out correctly. If you have any doubts or questions, reach out to Wells Fargo customer service for assistance.
10. Submit the forms as instructed by Wells Fargo. This may include mailing them to a specific address or uploading them electronically on their online platform.

Who needs Wells Fargo Target 2035:

1. Individuals who are planning to retire around the year 2035. This target date fund is specifically designed for this group of investors, aiming to provide a diversified investment strategy leading up to their retirement.
2. Those who prefer a hands-off approach to investing. Wells Fargo Target 2035 is a managed fund, meaning the investment decisions are made by professional fund managers. This can be beneficial for individuals who do not have the time, knowledge, or interest in actively managing their investments.
3. Investors seeking diversification. Wells Fargo Target 2035 invests in a mix of stocks, bonds, and other assets to diversify risk and potentially provide consistent returns over time. This can be attractive to individuals looking for a well-rounded investment portfolio.
4. People who value convenience and simplicity. By investing in Wells Fargo Target 2035, individuals can access a single investment fund that automatically adjusts its asset allocation as the target retirement year approaches. This simplifies the investment process and reduces the need for frequent adjustments.

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What is wells fargo target 2035?

Wells Fargo Target 2035 is a target date fund offered by Wells Fargo that is designed to be appropriate for individuals planning to retire in or around the year 2035.

Who is required to file wells fargo target 2035?

Individuals who choose to invest in Wells Fargo Target 2035 are required to report their investment activity.

How to fill out wells fargo target 2035?

To fill out Wells Fargo Target 2035, individuals need to provide information about their investment contributions, withdrawals, and any changes to their investment strategy.

What is the purpose of wells fargo target 2035?

The purpose of Wells Fargo Target 2035 is to provide individuals with a diversified investment option that automatically adjusts over time to become more conservative as the target retirement date approaches.

What information must be reported on wells fargo target 2035?

Information such as investment contributions, withdrawals, and changes to investment strategy must be reported on Wells Fargo Target 2035.