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Name A Beneficiary for your 401k

The future you worked hard for deserves protection
Protect what you've worked hard for

You’re working hard to save for retirement and it’s important to name your beneficiary and keep the information up to date. This will ensure that your retirement account is passed on according to your wishes.


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To add or update your beneficiary information, sign on to your retirement account at wellsfargo.com, then:
  • Select the My Account tab at the top of the page, then choose the My Profile and Manage Beneficiary links.
  • A screen will appear for you to add or update your beneficiary information. You can also identify whether the beneficiary is primary or contingent.1
  • You can enter more than one beneficiary by clicking the Add Beneficiary button.

Please call the Retirement Service Center at 1‑800‑SAVE‑123(1‑800‑728‑3123) with any questions. Retirement service representatives are available to help you Monday through Friday7:00 a.m. to 11:00 p.m. Eastern Time.

Wells FargoWhy name a beneficiary? 

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1 Contingent beneficiary(ies) are optional and are eligible to receive benefits if your primary beneficiary(ies) precedes you in death.

Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact an investment, financial, tax, or legal advisor regarding your specific needs and situation.
© 2016 Wells Fargo Bank, N.A. All rights reserved. G26582 12‑15 HTML
1525 West WT Harris Boulevard, Charlotte, NC 28262‑8522 USA
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