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Abandoned Property Account Reinstatement Form
Use this form to transfer your holding out of Abandoned Property status.
Account Transfer Initiation Form for Merrill Edge
This form is used to request a full transfer of assets into a self-directed account from an account at another financial institution.
Add Account Holder for Merrill Edge Advisory Center
This form is the letter of authorization for a request to add another account holder to an existing Merrill Edge account.
Affidavit of Domicile
This document certifies the decedent's place of residence at the time of death.
Automated Phone System Quick Reference Guide - Self-Directed
This form provides instructions for setting up and navigating the Merrill EdgeTM Automated Phone Service.
Automated Funding Service Enrollment and Authorization
The Automated Funding Service allows you to automatically contribute the maximum contribution amount allowed by law to a retirement account.
BASIC Retirement Account Agreement and Program Description
This document contains the agreement and disclosures governing the Merrill Edge Self-Directed BASIC Retirement Account.
Retirement Beneficiary Distribution - Edge
This form enables you to begin the process of initiating distributions from your Merrill Lynch Individual Retirement Account (IRA), Rollover IRA (IRRA®), Roth IRA, Simplified Employee Pension (SEP) plan, or SIMPLE Retirement Account (SRA).
Beneficiary Required Minimum Distribution Service
This convenient service allows you, as an individual retirement account (IRA) beneficiary who has established an inherited IRA, to authorize Merrill Lynch to automatically calculate and distribute your annual required minimum distribution (RMD) from your inherited IRA based on your instructions.
MESD Business Investor Account Agreement and Program Description
This document contains the agreement and disclosures governing the Merrill Edge Self-Directed Invest Business Investor Account.
Bill Pay - Agreement and Disclosures
This document contains the agreement governing the Merrill Lynch Web Bill Pay Service.
Bill Pay Enrollment
Use this form to enroll in the Merrill Lynch Web Bill Payment Service, so you can pay your bills online conveniently, without the need for stamps, envelopes or a trip to the post office.
Certificate of Incumbency for Trusts
Use this document to prove that a particular individual is authorized to enact legally binding transactions on behalf of a company.
Client Relationship Agreement - Self-Directed
This document contains the Client Relationship Agreement for Merrill Lynch Self-Directed Investing accounts.
Cash Management Account - CMA - Agreement - Self-Directed
This document contains the disclosure and agreement that govern a Merrill Lynch Self-Directed Cash Management Account.
Cash Management Account - CMA - Direct Deposit Service Enrollment
This form is used to establish the direct deposit service into a Merrill Lynch CMA Account.
Cash Management Account - CMA - Trust and Estate Application - Self-Directed
This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for trusts and estates.
Contact Authorization

Please use this form to give Merrill Lynch permission to reach out to your contact person who has legal authority on your behalf.

Continue Guaranty Unlimited
This form is used in conjunction with the option application to provide uncovered option trading for certain trust and business accounts.
Retirement - Contribution Recharacterization Election Form - nonEsign
This form is used to recharacterize all or a portion of any traditional or Roth IRA contribution or to recharacterize a traditional IRA to Roth IRA conversion. Conversions and contributions can be recharacterized up until the account owners tax filing deadline plus extensions for the tax year in which the contribution or conversion took place.
Cost Basis Update for Multiple Securities
This form allows you to update the cost basis for holdings in your portfolio.
Custodian Resignation - Minor of Age
Resign as custodian over minor child as the child has now reached the vesting age.
Custodian Resignation Letter of Authorization
Complete this form when a custodian resigns and appoints a successor custodian to an account.
Disclosures from Client Statements
Agreement Regarding Your Securities Account and Other Important Information
Dividend Reinvestment
You can select how you want to reinvest income generated from a holding. For stocks and ETFs, you can reinvest dividends and capital gains or receive cash payments. Please note: If no dividend reinvestment setting is on file, stock dividends default to cash payments. For mutual funds, you can reinvest dividends and capital gains or capital gains only. Or, you can elect to receive cash payments.
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