Forms & Applications

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Transfer on Death Agreement - EDGE
This form contains the agreement and disclosure for a Transfer on Death designation.
Trustee Certification Application
Complete this form to certify the trustees of a particular account, and the entitlements granted to each trustee of the account.
Margin Lending Program Application and Agreement - Self-Directed
This form is used to apply for margin for an eligible Merrill Edge Self-Directed account. The online margin application can be used to apply for individual or joint accounts.
Options - Application and Agreement for Individual - Joint - Trust Accounts
This form contains the Retail Option Account application and agreement for Merrill Edge Self-Directed Individual, Joint and Trust Accounts. The online option application can be used to apply for individual and joint accounts. Trust account applications should be printed and mailed in for processing.
Affidavit of Domicile
This document certifies the decedent's place of residence at the time of death.
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.
Paperless Settings
Apply delivery preferences and your selected email address to all of your Merrill accounts.
W-9 Form
This form is used to certify your taxpayer identification number (TIN) for reporting purposes.
W-9 Form - advisory
This form is used to certify your taxpayer identification number (TIN) for reporting purposes.
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.
Margin Lending Program - Risk Disclosure
This document provides some basic information about purchasing securities on margin and alerts you to the risks involved with maintaining a margin account.
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