ACCOUNT TRANSFER - CASH ONLY

1. What you need to complete the Account Transfer Form

• Wachovia Bank, NA ("WBNA") account number into which the funds will be transferred
• Account number(s) from which you are transferring funds
• Name and address of the present custodian or trustee

2. Once you’ve completed the Account Transfer Form
Send a printed copy of the completed form with your recent account statement to:

Wachovia
ATTN:  Retirement Resource Center
1525 West W.T. Harris Blvd., NC-0376
Charlotte, NC  28288

3. What to expect after submitting your Account Transfer Form
The time required to complete the processing of your Account Transfer may vary. To check the status of your transfer, contact your Financial Advisor or Wachovia Securities Direct representative.

Account Transfer Form 

Need help?
For assistance completing this form, please speak with your Financial Advisor or contact the Retirement Resource Center at (866) 588-9606, 8:00am - 8:00pm ET, Monday - Friday.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Apply Now
All Application Forms

Personal Finance Customer Service