Rollover Election Form Login
If you are a Class Members who no longer has an account in the Plan (Former Participants) and would like to elect to receive their Settlement payment through a rollover to a qualified retirement account through direct deposit or by paper check, then you must complete a Rollover Election Form. To do so, Former Participants must complete the Rollover Election Form on or before February 26, 2026. Please review the instructions carefully. Former Participants who do not complete and timely the Rollover Election Form will receive their Settlement payment by a check payable to themselves (subject to applicable tax withholding).
Current Participants who continue to have a balance in their Wells Fargo & Company 401(k) Plan Account will receive their distributions directly into their Plan account and, therefore, cannot request a rollover into a different account.
Instructions for Completing Former Participant Rollover Form.
If you would like to receive your settlement payment through a rollover to a qualified retirement account, complete a Rollover Election Form. It is your responsibility to ensure the Settlement Administrator has timely received your Rollover Form by February 26, 2026.
You must provide all required information (including date of birth and social security number) and sign your form where indicated.
If you omit to provide all necessary information or fail to sign your form, payment will be made to you by check.
If you change your address after completing your Rollover Form, you must provide your new address to the Settlement Administrator as soon as possible.
To start your online Rollover Election Form, you must login with your Unique ID and PIN. You can find your ID and PIN on the Notice that was sent to you. If you are unable to locate your ID & PIN, or if you have questions regarding the Rollover Election Form, you may contact the Settlement Administrator at (833) 647-8979. The Settlement Administrator will provide advice only regarding completing the Rollover Election Form and will not provide financial, tax or other advice concerning the Settlement. You therefore may want to consult with your financial or tax advisor.
Note: The timing of the distribution of the Settlement payments is conditioned on several matters, including the Court’s final approval of the Settlement and any approval becoming final and no longer subject to any appeals in any court. If the Settlement is approved by the Court, and there are no appeals, it will take time to make distributions so please be patient. Former Participants entitled to less than $10 will not be sent a distribution, even if they have requested a rollover.