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.
Edge Roth IRA Application
A retirement account where contributions are made after-tax, and earnings grow tax free for those who qualify.
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Edge Traditional IRA Application
A retirement account that combines tax deferral with the potential for tax deductible contributions.
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Inherited Retirement Account Application - Self-Directed
This form contains the application booklet and agreements for the Merrill Edge Self-Directed Inherited IRA Retirement Account.
Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs
This form contains the plan documents, disclosure statements and employers adoption agreements for the SEP IRA.
Outgoing Partial Asset and Gifting Transfer Authorization Letter
This form is used to have specific securities delivered out of your Merrill account to another financial institution or a gifting transfer of assets.
RCMA or RCMA II Authorized Representative Change Form
Use this form to make updates to the Authorized Representatives on your RCMA or RCMA II account. All current Plan Trustees must sign this form.
RCMA or RCMA II Plan Trustee Change Form
Use this form to make updates to the Plan Trustees on your RCMA or RCMA II account. RCMA and RCMA II accounts require a Plan Trustee. All current Plan Trustees must sign this form.
Retirement - BASIC Retirement Program Custodial Agreement
This document contains the agreement and disclosures governing the Merrill Edge Self-Directed BASIC Retirement Account.
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.
Retirement - Divorce Transfer Instructions
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. Note that in the event of an IRA transfer, all account signatories must provide a signature.
Retirement - Payroll Deduction and Direct Deposit Form
This form authorizes an employer to deduct a specific amount from your paycheck to be deposited into a designated Merrill Lynch traditional Individual Retirement Account (IRA), Roth IRA or Rollover IRA (IRRA®). Your employer must be able and willing to accept and execute electronic transfers.
Retirement - Roth IRA Conversion - Edge
This form allows you to convert all or a portion of the assets held in an existing Merrill Lynch traditional Individual Retirement Account (IRA) or Rollover IRA (IRRA) to an existing Roth IRA.
Retirement - Traditional IRA Disclosure and Custodial Agreement
This document contains the disclosure and custodial agreement relating to opening, contributing, and taking distributions from a traditional IRA.
Retirement Automated Funding Service - Merrill Edge
This form contains the program description and enrollment authorization form for the Merrill Lynch Automated Funding Service.
Retirement Beneficiary Designation - Edge
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.
Retirement Beneficiary Distribution - Edge
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.
Retirement Cash Management Account - RCMA - Application and Agreements
Apply for a Merrill Edge self-directed RCMA account with check-writing features, 3 money sweep options, and statements monthly plus at fiscal year end.
Retirement Distribution - One Time - 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).
Retirement Distribution - Standing Letter of Instruction - Edge
This form is used to request recurring or "as requested" distributions from your Merrill Lynch traditional Individual Retirement Account (IRA), rollover IRA, Roth IRA, SEP Plan or SRA Plan into a non-retirement account, such as a Cash Management Account. 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.
Retirement Distribution - Substantially Equal Periodic Payment - Edge
This form is used to establish Substantially Equal Periodic Payments from your Merrill Lynch traditional Individual the Retirement Account, rollover IRA, Roth IRA, SEP Plan or SRA Plan into a non-retirement account, such as a Cash Management Account. You may choose to have cash and/or securities disbursed into a Merrill Lynch account you have designated, directly to you or to an outside bank account via an Automated Clearing House (ACH) deposit.
SEP IRA Application - Self-Directed
High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows.
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SIMPLE Retirement Account Program Disclosure and Custodial Agreement
Includes Plan Disclosures, IRS opinion letters, Custodial Agreement and Prototype SIMPLE Retirement Account Plan.
State-specific tax withholding forms for pensions, annuities, and certain other deferred compensation.