Open-Ended Mutual Funds

Accounts held for the State must be registered in the name of Comptroller of Maryland. When possible, mutual funds should be transferred via ACATS as stated below:

Wells Fargo Clearing Services, LLC
ACAT Participant #0141
Reference: State of Maryland
Account # 6876-2407

For mutual fund shares unable to be transferred via ACATS, please contact Tim Johnson at md.statemail@wellsfargo.com to obtain fund account numbers 5 business days prior to attempting delivery.

Five days prior to actual delivery, we request an excel list of the securities, including cusip numbers, number of shares, issue names, certificate numbers and the delivering party's information. Please e-mail the list to:  md.statemail@wellsfargo.com

Please send interested party statements for open end accounts to the following:

Wells Fargo Advisors
Attention: Tim Johnson
400 Capitol Mall, Suite 1700
Sacramento, CA 95814

A confirmation statement showing the 'Comptroller of Maryland' as the owner of the shares must accompany your Report of Unclaimed Property, for your report to be complete.

Graphic with the words Mutual Fund