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1. What you need to complete the Account Transfer Form
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.
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.
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08/04
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Contact Us
To find a financial advisor or learn more:
Retirement Resource Center
(866) 588-9606
8:00am - 8:00pm ET
Monday - Friday
For questions on your existing account:
Wachovia Securities Service
(800) 669-2136
Monday - Friday
8:00am - 10:00pm EST
Saturday
8:00am - 5:00pm EST
Mailing Address
Personal Finance