Merrill lynch wire transfer form. Your guide to easy wire transfers.

Merrill lynch wire transfer form. Find helpful resources and support to help manage your Merrill account, including answers to FAQs about transferring funds, opening an account, and investing. Merrill Funds Transfer Service Enrollment Form Section 1 Account Information (required) Merrill investment account Ineligible: Retirement, Estate, RCMA II and 529 accounts Bank account number Bank of America account Non-Bank of America account (also complete following Section 2 below) All Merrill and bank account holder names. Electronic Funds Transfers You can transfer funds electronically to accounts outside Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”, “we”, “us” or “our”) or to other brokerage accounts at Merrill by initiating an electronic fund transfer using the automated clearinghouse service (“ACH”). This will help to ensure that we have the information we need to review your account(s) and assets. We will use this information and other information you provided during the . WHAT CAN I DO TO HELP? 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. By signing this form, you hereby authorize Merrill Lynch to initiate the types of transfers indicated above, and adjustments for any entries made in error, to your account indicated above and authorize Bank of America to act on the instructions of Merrill Lynch to execute debits and/or credits to such accounts. Client Account Transfer Form Use this form to transfer all or a portion of your account from another financial institution to your Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”) account. Transfer an existing brokerage account, IRA account, or securities from another financial institution. Please contact your Merrill Lynch financial advisor or Merrill Edge Representative and refer to the Merrill Making the most of your retirement assets brochure for your reference. 1kfn iw89x uwkzr1 rqd yp4 ox3 nc uizam pbsx oia