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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 - Individual - Joint - Trust Option Account Application and Agreement
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.
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.
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).
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