Participant Information To Open A Custodial Individual Development Account (Ida)

Participant Information To Open A Custodial Individual Development Account (Ida) - Wells Fargo

Participant Information to Open a Custodial Individual

Development Account (IDA)

Instructions: Complete the requirements of the form and bring the form along with other required documentation to the

designated Wells Fargo location when requesting to open a savings account on behalf of the participant.

Administering Agency Name:

_____________________________________________

Wells Fargo Store Name/Address: _____________________________________________

_____________________________________________

1. Obtain one of the following forms completed and signed by the participant. The forms and instructions for

completing the forms can be found at the

Form W-9 Request for Taxpayer Identification Number and Certification completed and signed by the

•

participant (beneficiary on the account) with a TIN

•

Form W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax withholding,

completed and signed by the participant (beneficiary on the account) with an ITIN.

2. Complete the information in the following table for the program participant (account beneficiary).

Participant Legal Name: (First name, middle initial (if

applicable), last name.

Taxpayer ID Number and Type:

Number: _____________________________________

Type: (Circle one)

SSN

ITIN

Participant Residence Address: (Include number, street

name, city, state, zip code)

Country of Citizenship:

For non US citizens, indicate if the participant

permanently resides in the US:

(Circle one)

Yes

Date of Birth:

Telephone Number:

Participant Information to Open a Custodial Individual Development Account 2015

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Participant Information To Open A Custodial Individual Development Account (Ida) - Wells Fargo