Changing your beneficiary you may change your beneficiary designation at any time and as often as you wish. Any designation or change of beneficiary is not effective until we receive and accept it. All beneficiary designations must be compatible with our administrative and operational requirements, which may change at any time.
Merrill edge self-directed and merrill guided investing clients fax to 866.
To transfer cash or securities from an account held at another financial institution, please complete our funds transfer service form (pdf). When that process is completed, you will be able to see that account in our online tool and will be able to transfer funds, and set up one-time and recurring deposits.
the most important is that once you add a beneficiary to an account, that beneficiary designation remains in place unless you change it.
This form contains the retail option account application and agreement for merrill edge self-directed individual, joint and trust accounts. The online option application can be used to apply for individual and joint accounts. Trust account applications should be printed and mailed in for processing.
An inherited ira is used to transfer inherited retirement plan assets into an account in your name. Use this application to establish either a traditional or roth inherited ira. Residents can apply for a merrill edge self-directed investing account.
Complete a separate form for each merrill account section b beneficiarytrusteeutma custodian or guardianconservator (if minor) name, date of birth (for individuals) and relationship to account owner(s) name of utma custodian or court-appointed guardian or conservator if beneficiary is a.
If there is a delay in my reply, i am helping others but will reply to you asap. You would need to contact merrill lynch as they have their own forms for beneficiaries to complete and they are company specific.
The merrill edge self-directed cma additional account owner booklet and agreement allows you to authorize the addition of a joint account owner to an individual cma account.
Depositing funds to your merrill lynch brokerage account to deposit funds via check make check payable to merrill lynch financial services mail to merrill lynch financial services attn cashiering dept 1400 merrill lynch drive msc 04-3s-d pennington nj 08534 to.