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, LLCACAT Participant #0141Reference: State of MarylandAccount # 6876-2407For 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 AdvisorsAttention: Tim Johnson400 Capitol Mall, Suite 1700Sacramento, CA 95814A 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](/unclaimed-property/img/MutualFund-Graphic-01.png)