Instructions to roll over your assets to your Merrill IRA

Open a Merrill IRA if you don't already have one — you'll need an IRA with Merrill to receive the assets. Make sure your Merrill account type matches the account you're rolling over before initiating your rollover request.
- Traditional 401(k) to Traditional IRA
- Roth 401(k) to Roth IRA
Contact your current provider — Ask them to roll over your 401(k) to Merrill.
Transfer funds using one of the options below:

Checks

Make payable to:
Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodian FAO/FBO [Client Name]
Include 8-digit Merrill account number on the check

Mail to:
Merrill
Building 600
FL9 - 600 - 2B - 00
9000 Southside Blvd
Jacksonville, FL 32256

Federal Funds Wire

Bank of America, N.A.
100 West 33rd Street
New York, NY
ABA Routing # 026009593
International Banks can use SWIFT Address: BOFAUS3N
Account #: 6550113516
Name: Merrill Lynch, Pierce, Fenner & Smith, New York, NY
Reference: 8-digit Merrill account number and full name

DTC Eligible Free Delivery

Merrill Lynch, Pierce, Fenner & Smith Incorporated
DTC Clearing #8862 and 8-digit Merrill Account Number
Include a Distribution Statement

If you need assistance, call 888.637.3343.

You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs, goals and employer plan terms, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is (if applicable). Each choice may offer different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information visit our rollover page or call Merrill at 888.637.3343.