An investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment, and a deferred debit card. Complete this form if you are rolling over all, or part, of the balance of an account with another state's Section 529 Program or a Coverdell Education Savings Account, or in connection with the liquidation of qualifying Series EE or I U.S. savings bonds to a NextGen College Investing Plan Account. From a Mobile Device: . Retirement - BASIC Retirement Program Custodial Agreement. Now, you'll have Merrill Edge's asset transfer form. This document provides some basic information about purchasing securities on margin and alerts you to the risks involved with maintaining a margin account. Get all the details on pricing at Merrill Find out more about pricing at Merrill and get all the details on trading fees and commissions, account service fees and low-cost managed accounts. You can also search by location. 151 0 obj <>/Filter/FlateDecode/ID[<83FFB4F10DBF88458EABC31305046071><6D4923BFEFB6134BA7B69556F4E7339D>]/Index[132 43]/Info 131 0 R/Length 92/Prev 54201/Root 133 0 R/Size 175/Type/XRef/W[1 2 1]>>stream No information provided on TopRatedFirms.com should be considered a merrill lynch address for transfers out - nguyenminhtoan.com Use this form to transfer your holding out of Abandoned Property status. For performance information current to the most recent month end, please contact us. The online margin application can be used to apply for individual or joint accounts. any investment. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. We'll guide you through choosing and opening an account, getting it funded, building a portfolio and more. To learn more about our web accessibility, please view our. Press CTRL + Q to read quote window information. Outgoing Partial Asset and Gifting Transfer Authorization Letter. To learn more about our security procedures, please visit our. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Learn more about choosing and opening an account. Account: 222-04214 . INSTRUCTIONS TO WIRE FUNDS INTO MERRILL LYNCH Your bank should wire funds/securities to: Bank of America, N.A. This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. This transfer will be processed using first in, first out in regard to tax lots, unless notated otherwise in Section 3, B. We are required to ensure that all our client information remains up to date. Required Minimum Distribution Enrollment and Authorization for Merrill Edge. Leave the assets in your former employer's plan Pros Access to familiar investment choices Likely lower costs Broad protection from creditor claims under federal law Retirement Beneficiary Designation - Edge, Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, Texas Desigation form - Merrill Lynch Abandoned Property. Pre-market trading is available from 7:00 a.m. to 9:30 a.m. Security Technology We offer banking safeguards through powerful security tools, such as early fraud warnings, state-of-the-art encryption, login authorization codes, and much more. Current performance may be lower or higher than the performance quoted. Pre-market and after-hours trading is available Monday through Friday on days when the market is open. For more information about these services and their differences, speak with your Merrill financial advisor. Once your account is opened you can call our Investment Center at 877.653.4732 to retrieve your account number. As a Merrill client, you can access credit based on the value of the margin-eligible securities in your Merrill account. This guide is intended to provide you with more information about fees and expenses related to the mutual funds available through Merrill Lynch, as well as the compensation that Merrill Lynch earns with respect to those funds. Box 29002, Hot Springs, AR 71903-9002 What Happens After I Submit the Signed Transfer Form to Merrill Lynch 1. Can I transfer money between my Bank of America and Merrill accounts? Find out how to connect with Bank of America or BofA Securities regarding worldwide contact information, career opportunities, portal logins and more. Client Relationship Agreement - Self-Directed. Established by the State of Maine, the NextGen Plan is a tax-advantaged way to invest for a childs education. Please note that this is not intended for marketing purposes rather to comply with regulatory rules. (if applicable) held in my above-referenced Merrill account to: Reminders: Medallion Signature Guarantee required for securities transfers that have a total value of over $50,000. Merrill Lynch Advisory Accounts ACAT Fees If you move your account to TD Ameritrade, they will reimburse this ACAT fee. Bank of America credit cards - Merrill Lynch Customers who have exceeded the full SIPC limits have further protection provided by the Lloyd's policy, subject to an aggregate loss limit of $1 billion for all customer claims, and includes up to $1.9 million cash per customer (excluding any FDIC eligible products within the account). What should I do with an old 401(k)/retirement account? The Automated Funding Service allows you to automatically contribute the maximum contribution amount allowed by law to a retirement account. You should also contact any merchants who have automatic bill payments for you. All rights reserved. This document package contains the Program Description & Agreement, Program Description Supplement and U.S. Consumer Privacy Notice for NextGen College Investing Plans. At a minimum you will be asked to sign a Merrill Lynch Account Transfer Form and provide copies of your most recent account statements for all accounts you would like transferred to Merrill Lynch. Please contact your transferring bank or credit union for more information. Copyright 2023 FactSet. This form is used to certify your taxpayer identification number (TIN) for reporting purposes. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal This Best Interest Disclosure Statement provides information about the scope and terms of the brokerage services that Merrill Lynch, Pierce, Fenner & Smith Incorporated provides to retail clients that engage Merrill for brokerage services. Rewards & Benefits Phone number 1.800.419.0000 Get up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. (Attach additional sheet(s) if necessary. This free, secure service allows you to view all of your assets and liabilities, including accounts held outside of Merrill Lynch. We will never ask you to send us personal information such as an account number, Social Security number or Tax ID over text, email or online. These are industry wide regulations; other firms require similar information from their clients. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Always read the prospectus or summary prospectus carefully before you invest or send money. 1. 100 West 33. rd. Please note that you can only transfer money between your brokerage accounts on the Merrill Edge website. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. merrill lynch address for transfers out Connect with our offices around the world - Bank of America Merrill Lynch For assistance with your 401(k)/403(b)/457 plan, please contact the customer service number on your most recent statement, or our general 401(k) customer service representatives at 800.228.4015, M-F 8 AM EST-7 PM ET. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. Cash Management Account (CMA): Invest & Save at Merrill Lynch This form contains the plan documents, disclosure statements and employers adoption agreements for the SEP IRA. This form is used to direct Merrill Lynch to transfer part or all of the assets listed between parties in the event of a divorce. Bank of America & BofA Securities Contact Information This document contains a description of changes previously made to our Low-Priced Securities policy and business practices. This sets forth Terms and Conditions relating to your use of the My Financial Picture service. The time it takes for mobile check deposits to clear will vary depending on when the deposit is made and other factors. Clients with a mailing address in the state of Texas can appoint a designee who can respond to unclaimed property notifications on the client's behalf, should the account ever become abandoned. 10 year returns are provided for funds with greater than 10 years of history. It can be used to move cash, but not securities, out of an account. How do I deposit money into my Merrill account? Bank of America Premium Rewards card. Past performance does not guarantee future results. A plain English overview with important information about a brokerage relationship. To learn more about Merrill pricing, visit our. Consolidate your retirement assets by rolling over accounts held in former employers 401(k), 403(b) or 457 plans into a Merrill IRA. To deposit a check, please write your Merrill account number in the memo field of your endorsed check and deposit via the mobile app or mail it to one of the addresses below: If you ordered checks for your account, you can find the routing and account numbers along the bottom left side of the check. Edge NextGen College Investing Plan Application. You may choose to have cash or securities disbursed into a Merrill Lynch account you have designated, directly to you or an outside bank account via an Automated Clearing House (ACH) deposit. $0 commissions + transfer fee reimbursement. Certificate of Foreign Status of Beneficial Owner, Certificate of foreign status of beneficial owner for US tax withholding and reporting for individuals. How does Merrill protect my personal information? Merrill Lynch Wealth Management clients can access and manage investment accounts where and when it's most convenient. endstream endobj startxref To link an account, access, Your brokerage accounts are not FDIC insured, but rather accounts held with Merrill are SIPC insured. Retirement Automated Funding Service - Merrill Edge. If you complete a Merrill document, please return the document as per the instructions on the form. To learn more about Merrill pricing, visit. All rights reserved. Retirement Distribution - Standing Letter of Instruction - Edge. Yes. Wealth Management and Financial Services from Merrill Lynch Extended-hours trading is not available on days the market is closed, preceding a market holiday or if the market is closed due to an emergency. With Merrill Edge SelfDirected, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. I have been trying to gain access to my father's Cash Management. Learn about Bank of America Preferred Rewards, Other fees may apply. This LOA is used by a vested minor to facilitate the transition of UTMA/UGMA account assets into their name - either via transfer to their own account or via distribution. Expense Ratio Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. for Margin Lending Program Application and Agreement - Self-Directed, for Options - Individual - Joint - Trust Option Account Application and Agreement, for Automated Funding Service Enrollment and Authorization, named Automated Funding Service Enrollment and Authorization, for Retirement Distribution - One Time - Edge, named Retirement Distribution - One Time - Edge, named Margin Lending Program - Risk Disclosure, named Abandoned Property Account Reinstatement Form, named Address Verification Letter of Authorization, for Edge Cash Management Account - CMA - Custodial Account Application, for Edge Cash Management Account - CMA - Individual Account Application, for Edge Cash Management Account - CMA - Joint Account Application, for Edge Custodial UGMA UTMA Account Application, in Edge NextGen College Investing Plan Application, for Edge Small Business 401k Plan Application, named Electronic Communications Disclosure, named Margin Lending Program Agreement - Self-Directed, named MESD Business Investor Account Agreement and Program Description, named SIMPLE IRA Getting Started Checklist, named SIMPLE Retirement Account Program Disclosure and Custodial Agreement, named Website and Mobile - Terms and Conditions, of Account Transfer Initiation Form for Merrill Edge, named Add Account Holder for Merrill Edge Advisory Center, named Business Account - WCMA - Application and Agreement - MEAC, for Cost Basis Update for Multiple Securities, named Custodian Resignation Letter of Authorization, for Durable Power of Attorney - Merrill Edge, for Funds Transfer Service Enrollment - Merrill Edge, named Funds Transfer Service Enrollment - Merrill Edge, your information for Manage Your Mailing Address, named NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Plan Client Select Series Investment Change Form - edge-meac, named NextGen College Plan Client Select Series Investment Change Form - edge-meac, for NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Investment Change, named Online Account Access Authorization Form, named Options - Characteristics and Risks of Standardized Options, named Options - Corporate and Institutional Option Account Application and Agreement, named Options - Standard Agreement for Merrill Edge, named RCMA or RCMA II Authorized Representative Change Form, named RCMA or RCMA II Plan Trustee Change Form, for Read Only and Trading and Ownership Letter of Authorization, named Read Only and Trading and Ownership Letter of Authorization, for Required Minimum Distribution Enrollment and Authorization for Merrill Edge, named Required Minimum Distribution Enrollment and Authorization for Merrill Edge, for Retirement Automated Funding Service - Merrill Edge, named Retirement Automated Funding Service - Merrill Edge, for Retirement Beneficiary Designation - Edge, for Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Texas Desigation form - Merrill Lynch Abandoned Property, for Trusted Contact Person Form - Merrill Edge, named Bill Pay - Agreement and Disclosures, named Business Investor Account - BIA - Application and Agreement - Self-Directed, named Cash Management Account - CMA - Agreement - Self-Directed, named Client Relationship Agreement - Self-Directed, named Client Relationship Summary - Form CRS, named Guide to Your Merrill Lynch Statement, named My Financial Picture Terms and Conditions, named Margin Lending Program - Truth-in-Lending Disclosure, named Merrill Edge Self-Directed - CMA Additional Account Owner Booklet Agreement, named Merrill Edge Self-Directed Investing Terms of Service, named Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs, named Retirement - BASIC Retirement Program Custodial Agreement, named Retirement - Traditional IRA Disclosure and Custodial Agreement, named Transfer on Death Letter of Authorization, named Appoint New Custodian - Relinquish Assets - LOA, named Minor Over 14 Appointing New Custodian - LOA, named NextGen Direct Series Program Description, named NextGen Section 529 Program Rollover, named NextGen Select Series Payroll Deduction Allocation, for Vested minor taking possession of assets, named Vested minor taking possession of assets, named 529 Automated Funding Service Enrollment Change Authorization Form, named 529 College Savings Plan Withdrawal Request Form, named Automated Phone System Quick Reference Guide - Self-Directed, named Guide to Your Merrill Edge Statement, named Merrill Lynch - Low-Priced Securities Insert, named Inherited Retirement Account Application - Self-Directed, for Outgoing Partial Asset and Gifting Transfer Authorization Letter, named Retirement - Contribution Recharacterization Election Form - nonEsign, named Retirement - Divorce Transfer Instructions, named Retirement - Payroll Deduction and Direct Deposit Form, for Retirement - Roth IRA Conversion - Edge, named Retirement - Roth IRA Conversion - Edge, for Retirement Beneficiary Distribution - Edge, named Retirement Beneficiary Distribution - Edge, named Retirement Cash Management Account - RCMA - Application and Agreements, for Retirement Distribution - Standing Letter of Instruction - Edge, named Retirement Distribution - Standing Letter of Instruction - Edge, for Retirement Distribution - Substantially Equal Periodic Payment - Edge, named Retirement Distribution - Substantially Equal Periodic Payment - Edge, for Incoming DRS or DWAC Authorization Letter, named Retirement - Direct Rollover - Advisory, for Transfer Funds from a Bank Retirement Account for Merrill Edge, named Transfer Funds from a Bank Retirement Account for Merrill Edge, for Withdrawal of Unpriced Security Letter of Authorization, named Cash Management Account - CMA - Estate Application, named Cash Management Account - CMA - Trust Application, for Certificate of Foreign Status of Beneficial Owner, your information for Dividend Reinvestment, for NextGen Direct Series Withdrawal Request, named NextGen Direct Series Withdrawal Request, for One-time Non-Retirement Distribution - CMA -WCMA - IIA, named One-time Non-Retirement Distribution - CMA -WCMA - IIA, for Request to Convert from a Retail to a Trust LOA, named Request to Convert from a Retail to a Trust LOA, named Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM, Other fees may apply. Additional information is available in ourClient Relationship Summary. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. To report brokerage checks or CMA Visa Access debit cards lost or stolen, contact 800-CMA-LOST (262-5678) to place a lost or stolen block on checks and/or CMA Visa cards. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. NextGen Select Series Payroll Deduction Allocation. Benefits. New to Merrill? Contact a Merrill Financial Advisor Today Or, you can elect to receive cash payments. Merrill Lynch | Contact Us Contact Us Personal Small Business Account Services Phone number 1.800.MERRILL (1.800.637.7455) If your credit card is lost or stolen please call 1.888.565.6472 immediately. On any day, extended-hours trading may be unavailable, delayed, interrupted or terminated early without prior notice. Take care of everyday transactions with check writing, a Visa deferred debit card and Bill Pay services, while helping to keep your long-term investments on track with access to a broad range of investment . Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. St. New York, NY . Use this form to initiate a beneficiary distribution from a Merrill Lynch Individual Retirement Account (IRA), Rollover IRA (IRRA), Roth IRA, Simplified Employee Pension (SEP) plan, or SIMPLE Retirement Account (SRA) from which you have inherited assets. What types of accounts can I transfer to Merrill? Have a copy of your most recent statement from the account you want to transfer to Merrill. A summary of fees associated with our investment solutions, including fees charged for account services and transactions based on the investments made. The LOA is used to request deposit of physical certificates and transfer ownership. For mutual funds, you can reinvest dividends and capital gains or capital gains only. If you want to transfer money from a Bank of America account to another person's Bank of America account, you must do so through Online Banking. There are several different timeframes depending on the method of transfer. Merrill trades on all major domestic exchanges. Free and $0 means there is no commission charged for these trades. Banking products are provided by Bank of America, N.A. Merrill is committed to ensuring the safety of your account. As a Merrill client, you have a couple of ways to get in touch with us. Please check with your bank or security firm to find out if they can provide medallion signature guarantees. High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. colleen bready married Returns include fees and applicable loads. Together, well create a strategy that revolves around you.. Review the steps you can take right away to report identity theft and fraud. Up to $600 when you open a Merrill Edge account with at least $20K. Custodian Resignation Letter of Authorization. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Log in to MyMerrill 9am-9pm EST, M-F 1.800.637.7455 TTY/TDD hearing impaired 1.866.657.3323 Are you looking for your 401 (k)/retirement or equity awards account with Merrill? You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. SIMPLE Retirement Account Program Disclosure and Custodial Agreement. We operate under a detailed, rigorous information security policy and program designed to protect the security and confidentiality of all our clients' information. Please note: If no dividend reinvestment setting is on file, stock dividends default to cash payments. There is always the potential of losing money when you invest in securities. An investment account setup on behalf of a minor and managed by a parent or guardian. Please check with your provider for details. How do I report fraud or a suspicious email? To start chatting, select the Chat button in the bottom right corner of your screen. If you would like to provide general documents, you can do so by fax at 866.994.7807. Complete this form if you are requesting a withdrawal from a NextGen College Investing Plan Account. This LOA is used when the minor who is now 14 years of age would like to appoint a new custodian to the UGMA/UTMA account. NextGen College Investing Plan Client Select Series Investment Change Form. Transfer to your account by mailing a personal, cashier's or bank check or depositing checks via the mobile app. Are you saving for the retirement you really want. Abandoned Property Account Reinstatement Form. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. 3.Enter your name & e-mail address lick "Next" 2. This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for Estates. To learn how Merrill protects the privacy of your personal information, visit our. For stocks and ETFs, you can reinvest dividends and capital gains or receive cash payments. How long does it take for my check deposit to clear? All current Plan Trustees must sign this form. Depending on your device, you may be charged access fees by your wireless service provider. This combined form gives you the ability to authorize recurring transfer of assets between accounts, issuing of checks or transfer of securities. As a result, we've created a few tips that may help you identify potential scams. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal This form is used to have specific securities delivered out of your Merrill account to another financial institution or a gifting transfer of assets. To learn more about Merrill pricing, visit, Other fees may apply. What types of transfers can I make online? Learn about all the investment and account choices available at Merrill and find the options that work best for you. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. How do I retrieve my online user ID and/or reset my password. How do I check the status of my transfer? Visit our. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. MLPF&S is a registered broker-dealer,registered investment adviser,Member SIPCand a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. You should consult your legal and/or tax advisors before making any financial decisions. Bill Pay - Authorization for Recurring Transfers. If you do not accept the agreement during account opening, you subsequently may submit a margin agreement form to gain access. Mail a copy of the document to: We offer Self-Directed Investing, Merrill Guided Investing, and Merrill Guided Investing with an advisor. Merrill - Online Investing Solutions, Trading, Guidance & Tools A3N)X~ml7\&:]g~Z[&.|B?>%ol[%kD7u%I\,UYYlr+G>{7_j|.6Or`v|"Nnhs|1S~jZgSZ6c )/pFHO2E+D;CjzRX\d1^: >(lnNvx['?2X/WD0>p$;0JRr$^w6Yu|x#xFsHq_gSr_p|Ij]YO*UY|p] '$kVXOy%NqHq8gw0]_2\$\rFf~`)' After-hours trading is from 4:01 p.m. to 8:00 p.m. Start your search for mutual funds that may be right for you with Merrill Edge Select. hmo6 Stay Connected with your Advisor Send messages and documents securely . If you already have the appropriate account type open, you can use our online. When my debit card or checks have been lost or stolen, what should I do? 1(v6|;i`L~s9N5e]yTZtpM\9s';u"e Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). How secure is the Merrill Edge mobile app? It will also allow you to establish instructions to execute a Federal Fund wire transfer on an as-needed or regular basis. Use this form to complete your request to provide third party online viewing access to your account. This form contains the application booklet and agreements for the Merrill Edge Self-Directed Inherited IRA Retirement Account. Yes, one of the greatest benefits of linking your accounts is the ability to transfer money easily between your eligible banking and brokerage accounts. Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. Includes Plan Disclosures, IRS opinion letters, Custodial Agreement and Prototype SIMPLE Retirement Account Plan. To transfer cash from a Bank of America or Merrill account, link your accounts, and then use our online tool to make an immediate transfer. How to Transfer an IRA Including a SEP IRA From Merrill Lynch to a Self Press CTRL + Q to read quote window information. 1. $0 option trades are subject to a $0.65 per-contract fee. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers.