Forms & Applications

Complete this form to verify your address when applying for a new account online.

Use this form to complete your request to provide third party online viewing access to your account.

Use this form to assign or update beneficiary designations for Traditional, Rollover and Roth IRA accounts held with us. You can also use this form to change beneficiary designations for Merrill Lynch Education Savings AccountSM Education IRA, BASIC (Keogh Plus), SEP, SRA (Simple IRA), Retirement Selector - 403(b)(7) and Medical Savings Account (MSA) accounts.

This combined form gives you the ability to authorize recurring transfer of assets between accounts, issuing of checks or transfer of securities. It will also allow you to establish instructions to execute a Federal Fund wire transfer on an as-needed or regular basis.

This form is used to allow account owner(s) the ability to add a Trusted Contact Person whom Merrill Edge may contact with questions or concerns about the whereabouts or health status of the account owner(s).

This form provides acknowledgment that the client can read and fully understand English; and that written documents, agreements, and information (collectively referred to as "Materials") concerning their relationship with Merrill Lynch, including but not limited to products, services, transactions, and other general account details will generally be provided to them in English; and on occasion we may provide Spanish or Mandarin translations of materials to them.p>

This form provides acknowledgment that the client can read and fully understand English; and that written documents, agreements, and information (collectively referred to as "Materials") concerning their relationship with Merrill Lynch, including but not limited to products, services, transactions, and other general account details will generally be provided to them in English; and on occasion we may provide Spanish or Mandarin translations of materials to them.p>

Use this form to enroll your 529 account in the Automated Funding Service, or update existing automated funding instructions on your 529 account.

Use this form to complete your request for withdrawal of funds from your 529 account.

Use this form to assign or update beneficiary designations for Traditional, Rollover and Roth IRA accounts held with us. You can also use this form to change beneficiary designations for Merrill Lynch Education Savings AccountSM Education IRA, BASIC (Keogh Plus), SEP, SRA (Simple IRA), Retirement Selector - 403(b)(7) and Medical Savings Account (MSA) accounts.