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Use this form to transfer all or a portion of your account from another financial institution to your Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”) account. For best results, please complete the information requested below in parts 1 to 4 using ALL CAPITAL letters and black ink.
transfer your assets to your new account(s) at Merrill Lynch. WHAT CAN I DO TO HELP? At a minimum you will be asked to sign a Merrill Lynch Account Transfer Form and provide copies of your most recent account statements for all accounts you would like transferred to Merrill Lynch. This will help to ensure
Please use this form to establish a link between a Merrill investment account and a designated bank account to enable over the phone and online transfers through merrilledge.com
If you want to transfer money from a Bank of America account to another person's Bank of America account, you must do so through Online Banking. To transfer cash between your Bank of America and Merrill accounts, link your accounts, and then use our online tool to make a transfer.
You may request transfers into and out of your account either by electronic fund transfers or transfer to another Merrill Lynch investment account or Bank of America, N.A. bank account.
This convenient service allows you to authorize Merrill Lynch to automatically calculate and distribute your annual required minimum distribution (RMD) from your individual retirement account (IRA) to a Bank of America or Merrill Lynch account or an account at another financial institution.
When you link your Bank of America banking and Merrill Edge investment accounts, you can easily transfer money between eligible accounts; view all your eligible account balances on both websites; and quickly switch between the two sites without having to log in again.
