Documents & Forms
Forms Library
New Account Applications
 
CMA Trust & Estate Account Application Booklet
This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for trusts and estates.
 
Simple IRA Account Application Booklet
This form contains the application booklet and agreements for the Merrill Edge Self-Directed SIMPLE IRA Retirement Account.
 
Inherited IRA Account Application Booklet
This form contains the application booklet and agreements for the Merrill Edge Self-Directed Inherited IRA Retirement Account.
 
Business Investor Account (BIA) Application and Agreement
This form contains the application booklet and agreements for the Merrill Edge Self-Directed Business Investor Account (BIA Account).
 
SEP IRA Account Online Application
This is the online application for Merrill Edge Self-Directed SEP IRA accounts.

Agreements & Disclosures: All Accounts
 
Merrill Edge Self-Directed Investing Client Relationship Agreement
U.S. Consumer Privacy Notice
Federally Required Affiliate Marketing Notice
Merrill Edge Self-Directed Investing Terms of Service
Information About Your Merrill Edge Statement
Merrill Lynch Mutual Fund Investing Disclosure

Agreements & Disclosures: Cash Management Accounts
 
Merrill Edge Self-Directed Investing Cash Management Account Agreement and Program Description
Margin Lending Program Truth-in-Lending Disclosure Statement
Margin Lending Program Client Agreement
Merrill Edge Self-Directed Margin Application and Agreement

Agreements & Disclosures: Retirement Accounts
 
Disclosure and Custodial Agreement for Traditional IRA
Disclosure and Custodial Agreement for Roth IRA

Agreements & Disclosures: Optional Services
 
Web Bill Pay (WBP) Service Agreement and Disclosures
Merrill Edge Automated Phone System Quick Reference Guide
Characteristics and Risks of Standardized Options
November 2012 Supplement to Characteristics and Risks of Standardized Options
Options Clearing Corporation Prospectus
Options Agreement
Business Entity Option Application Booklet
Retail Option Application Booklet

Agreements & Disclosures: Account Updates
 
Affidavit of Domicile
Certificate of Incumbency
Custodian Resignation Letter of Authorization
IRA Divorce Transfer Instruction
Sale of Non-Transferable Security Letter
Transfer on Death Letter of Authorization
Trustee Certification Form

Guides to Inherited Assets
 
IRA Beneficiary
Joint Tenants with Rights of Survivorships Account – Primary
Joint Tenants with Rights of Survivorships Account – Secondary