merrill lynch address for transfers out

Permits broker dealer Members to comply with FINRA requirements regarding the transfer of customer accounts. Options - Individual - Joint - Trust Option Account Application and Agreement. Please contact your transferring bank or credit union for more information. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Account: 222-04214 . Outgoing Partial Asset and Gifting Transfer Authorization Letter. For more information about these services and their differences, speak with your Merrill financial advisor. Market price returns do not represent the returns an investor would receive if shares were traded at other times. The performance data contained herein represents past performance which does not guarantee future results. Bank of America Private Bank is a division of Bank of America, N.A. Once your account is opened you can call our Investment Center at 877.653.4732 to retrieve your account number. MLPF&S is a registered broker-dealer,registered investment adviser,Member SIPCand a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. If you suspect you are a victim of fraud, contact us immediately for further assistance. $0 commissions + transfer fee reimbursement. Trust account applications should be printed and mailed in for processing. Our online password reset makes it easy for you to, Yes, you can link your accounts by logging in and visiting the. Additional information is available in our Client Relationship Summary (PDF). Here are some of the ways we protect you: The privacy of your personal information is important to us. why does milo mistake the gelatinous giant for a mountain? What security features does Merrill offer? This form is used to transfer securities from a transfer agent to Merrill Lynch via the Direct Registration System (DRS) or Deposit and Withdrawal at Custodian (DWAC). This LOA is used by a vested minor to facilitate the transition of UTMA/UGMA account assets into their name - either via transfer to their own account or via distribution. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. Merrill is committed to ensuring the safety of your account. Start your search for mutual funds that may be right for you with Merrill Edge Select. any investment. Margin Lending Program - Truth-in-Lending Disclosure. Past performance does not guarantee future results. Market price returns do not represent the returns an investor would receive if shares were traded at other times. What types of accounts can I transfer to Merrill? Where can I learn about web accessibility? Current performance may be lower or higher than the performance quoted. Rewards & Benefits Phone number 1.800.419.0000 For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. Mail a copy of the document to: We offer Self-Directed Investing, Merrill Guided Investing, and Merrill Guided Investing with an advisor. Select link to get a quote. Learn more at, To transfer cash from a Bank of America or Merrill account, link your accounts, and then use our. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Maximize your rewards with the Bank of America Preferred Rewards program, which takes into account your combined Merrill investing and Bank of America deposit balances. This is when you transfer assets from an IRA held at one financial institution to an IRA at another. After the initial two-year period, you can transfer assets from a SIMPLE IRA to a Traditional without penalty. Bank of America Private Bank is a division of Bank of America, N.A. We'll guide you through choosing and opening an account, getting it funded, building a portfolio and more. A3N)X~ml7\&:]g~Z[&.|B?>%ol[%kD7u%I\,UYYlr+G>{7_j|.6Or`v|"Nnhs|1S~jZgSZ6c )/pFHO2E+D;CjzRX\d1^: >(lnNvx['?2X/WD0>p$;0JRr$^w6Yu|x#xFsHq_gSr_p|Ij]YO*UY|p] '$kVXOy%NqHq8gw0]_2\$\rFf~`)' All rights reserved. I have been trying to gain access to my father's Cash Management. Copyright 2009-2023 ACM MEDIA LLC. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Retirement and NextGen 529 accounts are ineligible account types for the Merrill Edge Funds Transfer Service. There are costs associated with owning ETFs and mutual funds. "Bank of America" and "BofA Securities" are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. If you already have the appropriate account type open, you can use our online. For the fastest receipt of your documents, please use our document upload tool available through the. Banking products are provided by Bank of America, N.A. Contact Center Phone: 1-800-367-4777 8. The status of each deposit will be listed as: Deposits by check may take up to 15 days to clear and are subject to applicable laws and regulations. Get timely insights on what's happening with the markets & global economy to help you stay on track. Type a symbol or company name and press Enter. MyMerrill Enrollment - International Clients . From a Mobile Device: . Authentication Our highly trained associates follow strict guidelines to validate your identity and ensure your confidential information stays safe when you call, visit us online or at a branch. As a result, we've created a few tips that may help you identify potential scams. colleen bready married This is when you transfer assets from an IRA held at one financial institution to an IRA at another. This form is used to request a full transfer of assets into a self-directed account from an account at another financial institution. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Use this form to confirm an address change update to your Merrill Edge account. The following offices also focus on serving clients in Latin America: International Office for Asian U.S. Markets, Middle Markets: 1-415-274-7400 Private Client: 1-415-274-6000. Note that in the event of an IRA transfer, all account signatories must provide a signature. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Merrill offers international clients global wealth management services Locate the offices nearest to you from the list below. Stock Transfers to: DTC # 8862 One-time Non-Retirement Distribution - CMA -WCMA - IIA, Use this form to take a withdrawal from your Merrill Lynch: Cash Management Account. $0 stock/ETF trades and a transfer fee refund. Select link to get a quote. ET. Free and $0 means there is no commission charged for these trades. This form contains the plan documents, disclosure statements and employers adoption agreements for the SEP IRA. Retirement Distribution - Standing Letter of Instruction - Edge. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. This document contains the agreement and disclosures governing the Merrill Edge Self-Directed Invest Business Investor Account. Where can I find tax information and forms? any investment. It takes just minutes to open your account online. All rights reserved. For Credit to: Merrill Lynch Account #6550113516 . This guide is intended to provide you with more information about fees and expenses related to the mutual funds available through Merrill Lynch, as well as the compensation that Merrill Lynch earns with respect to those funds. Merrill Lynch Advisory Accounts ACAT Fees If you move your account to TD Ameritrade, they will reimburse this ACAT fee. Banking products are provided by Bank of America, N.A. sergei fedorov current wife; melbourne demons 2017; gonzaga assistant coach salary; tribal loans florida. Retirement - Traditional IRA Disclosure and Custodial Agreement. How do I report fraud or a suspicious email? Complete this form if you would like to update how your future contributions are allocated or exchange your existing NextGen Account assets with assets in the Client Direct Series. { i&pcX.A` iS Edge Small Business 401k Plan Application. Complete this form to verify your address when applying for a new account online. Existing clients can change their login password by using our Password Reset tool. Always read the prospectus or summary prospectus carefully before you invest or send money. With nothing but cash left, log into the website and hover over the Accounts tab in the top menu. Prospectuses can be obtained by contacting us. Summary of the ways you can have a relationship with Merrill. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. 132 0 obj <> endobj When will my mobile check deposit be available? The Transfer on Death Letter of Authorization enables distribution of a decedent's account holdings upon death. i|)05v5Pm`KHK:()&=dJ)#h{"#q,d1) &0%FGGC83bxA!BC61 kA*ad0QlSQBLiE# In the drop-down window, click on Transfer Money & Securities. As a Merrill client, you have a couple of ways to get in touch with us. Get up to $700 when you fund a J.P. Morgan Self-Directed Investing account. 1. Up to $600 when you open a Merrill Edge account with at least $20K. Banking products are provided by Bank of America, N.A. Learn about all the investment and account choices available at Merrill and find the options that work best for you. A Guide to your Merrill Lynch Statement provides detailed information on the statement structure and where to find key information. This form provides acknowledgment that the client can read and fully understand English; and that written documents, agreements, and information (collectively referred to as "Materials") concerning their relationship with Merrill Lynch, including but not limited to products, services, transactions, and other general account details will generally be provided to them in English; and on occasion we may provide Spanish or Mandarin translations of materials to them.p>. You should consult your legal and/or tax advisors before making any financial decisions. 0 : Call 1.866.4ML.BUSINESS It will also allow you to establish instructions to execute a Federal Fund wire transfer on an as-needed or regular basis. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. To learn more about Merrill pricing, visit. This document contains the disclosure and agreement that govern the Merrill Lynch Margin Lending Program. Get up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account. If you need your adivsor's contact information, you can search by name. This form contains the program description and enrollment authorization formfor the Merrill Lynch Automated Funding Service. ET. With your Merrill investing and Bank of America banking accounts connected through a single login, it's never been easier to manage your finances. Cash Management Account - CMA - Agreement - Self-Directed. The online margin application can be used to apply for individual or joint accounts. The performance data contained herein represents past performance which does not guarantee future results. Merrill Lynch required minimum distribution service enrollment and authorization form. The Letter of Authorization is used when a minor of an UTMA/UGMA account appoints a new custodian and relinquishes the assets to the minor. hbbd``b` $@| b$@ b`6&DPic@1L@#]y ,GN 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. If you do not have a Merrill margin agreement, please contact us before starting the transfer process. When can I place trades during extended hours trading? 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. On any day, extended-hours trading may be unavailable, delayed, interrupted or terminated early without prior notice. recommendation or solicitation to invest in any security. Benefits. Enter Morgan Stanley's Stock Plan Services address and phone number: Morgan Stanley, Global Stock Plan Services, PO Box 182616, Columbus, OH 43218-2616. Get up to $4,000 cash bonus + $200 in ACAT rebate! We will never ask you to send us personal information such as an account number, Social Security number or Tax ID over text, email or online. Can my Merrill account be linked to my Bank of America account? If we receive your request 14 days or less before the maturity date, we will process the transfer on a best effort basis. Open a Ally Invest account and get $0 stock trades. =)m{L AEpK?x G8,-U*i2E+STnZ%+2 y'KXqSS[R+;+. Some mutual funds may not be eligible for transfer. This document package contains the Program Description & Agreement, Program Description Supplement and U.S. Consumer Privacy Notice for NextGen College Investing Plans. Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (BofA Corp.), and its agents. We are required to ensure that all our client information remains up to date. ACM MEDIA LLC publishes content for educational purposes only, does not offer To learn how Merrill protects the privacy of your personal information, visit our. %%EOF Merrill Edge Self-Directed Investing Terms of Service. This document contains the disclosure and custodial agreement relating to opening, contributing, and taking distributions from a traditional IRA. For performance information current to the most recent month end, please contact us. This form provides authorization to remove an unpriced security from an account. Automated Funding Service Enrollment and Authorization. This document explains trading on margin credit and describes our general terms and conditions for margin lending. Expense Ratio Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. Trust account applications should be printed and mailed in for processing. The LOA is used to request deposit of physical certificates and transfer ownership. Include a copy of Morgan Stanley's required Letter of Authorization for Stock Transfer, which can be found on the Morgan Stanley website at I have been getting the same runaround from Merrill about my deceased. This form is used to enroll in the Funds Transfer Service (FTS) enabling you to move funds between a primary Merrill Lynch account and other Merrill Lynch accounts, or eligible external accounts. Use this application to open an investment account (WCMA) for businesses that lets you trade and research mutual funds, stocks, fixed income and other securities. . Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. No transfers will be processed for CDs that mature beyond 21 days. To report brokerage checks or CMA Visa Access debit cards lost or stolen, contact 800-CMA-LOST (262-5678) to place a lost or stolen block on checks and/or CMA Visa cards. Please note that this is not intended for marketing purposes rather to comply with regulatory rules. Get up to $600 when you open a new Merrill Edge account with at least $20,000. personalized financial advice, and does not recommend the purchase or sale of All rights are reserved. Additional information is available in our Client Relationship Summary (Form CRS) (PDF). An investment account that lets you trade and research mutual funds, stocks, fixed income and other securities, while providing check-writing, online bill payment, and a deferred debit card. hmo6 All current Plan Trustees must sign this form. This document contains the disclosure and custodial agreement relating to opening, contributing, and taking distributions from a Roth IRA. You should consult your legal and/or tax advisors before making any financial decisions. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. There is no charge to download and use the mobile app. This form is used to certify your taxpayer identification number (TIN) for reporting purposes. Complete this form if you are requesting a withdrawal from a NextGen College Investing Plan Account. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Supports multiple processing cycles, including accelerated . Add Account Holder for Merrill Edge Advisory Center. 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. How do I deposit money into my Merrill account? Unfortunately, we do not offer an opt out at this time. This form contains the Retail Option Account application and agreement for Merrill Edge Self-Directed Individual, Joint and Trust Accounts. Use this coupon to make contributions to your NextGen College Investing Plan 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. This transfer will be processed using first in, first out in regard to tax lots, unless notated otherwise in Section 3, B. $0 option trades are subject to a $0.65 per-contract fee. Copyright 2023 FactSet. Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity, Employment information (such as annual income and household net worth), Names and dates of birth for any beneficiaries. Certificate of Deposit (CDs) typically take four to six weeks to transfer. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. 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. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. This Best Interest Disclosure Statement provides information about the scope and terms of the brokerage services that Merrill Lynch, Pierce, Fenner & Smith Incorporated provides to retail clients that engage Merrill for brokerage services. Complete this form when a custodian resigns and appoints a successor custodian to an account. As a firm, we have a responsibility to obtain this information. All rights reserved. Retirement - BASIC Retirement Program Custodial Agreement. Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs. Please note that you can only transfer money between your brokerage accounts on the Merrill Edge website. '$1z[>[. This will help to ensure that we have the information we need to review your account(s) and assets. The SIMPLE IRA checklist will walk you step-by-step through opening a plan and enrolling employees. This form contains the application booklet and agreements for the Merrill Edge Self-Directed Cash Management Account for Estates. This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. We may be compensated by the firms we review (see Terms Of Use). For performance information current to the most recent month end, please contact us. You may directly transfer assets between investment firms as frequently as you wish. Type a symbol or company name and press Enter. Retirement - Contribution Recharacterization Election Form - nonEsign. 12 FREE stocks valued $34-$30,600 give-away at Webull. Medallion signature guarantees will be required for all signatures in the Special Authorization section of the Account Transfer form. To learn more about Merrill pricing, visit, Other fees may apply. How does Merrill protect my personal information? Required Minimum Distribution Enrollment and Authorization for Merrill Edge. ET. How can I download the Merrill Edge mobile app? Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Appoint New Custodian - Relinquish Assets - LOA. Latest insights on inflation, Interest rates, volatility and your investments from our Chief Investment Office. 10 year returns are provided for funds with greater than 10 years of history. A retirement account that combines tax deferral with the potential for tax deductible contributions. Are there any other brokerage fees that apply to $0 online stock, ETF and option trades? Merrill Lynch | Contact Us Contact Us Personal Small Business Account Services Phone number 1.800.MERRILL (1.800.637.7455) If your credit card is lost or stolen please call 1.888.565.6472 immediately. Note: You may need to adjust the account filters to see the status of your in-process transfers. Depending on your device, you may be charged access fees by your wireless service provider. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Apply now To transfer cash between your Bank of America and Merrill accounts, link your accounts, and then use our. MESD Business Investor Account Agreement and Program Description. 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. After-hours trading is from 4:01 p.m. to 8:00 p.m. NextGen Select Series Payroll Deduction Allocation. Have a copy of your most recent statement from the account you want to transfer to Merrill. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. This form contains the agreement and disclosure for a Transfer on Death designation. Funds are transferred electronically between a Merrill retail investment account (i.e., CMA, BIA/WMCA Sole Proprietorship accounts or another Merrill brokerage account or Merrill Retirement . A retirement account where contributions are made after-tax, and earnings grow tax free for those who qualify. Take care of everyday transactions with check writing, a Visa deferred debit card and Bill Pay services, while helping to keep your long-term investments on track with access to a broad range of investment . for Margin Lending Program Application and Agreement - Self-Directed, for Options - Individual - Joint - Trust Option Account Application and Agreement, for Automated Funding Service Enrollment and Authorization, named Automated Funding Service Enrollment and Authorization, for Retirement Distribution - One Time - Edge, named Retirement Distribution - One Time - Edge, named Margin Lending Program - Risk Disclosure, named Abandoned Property Account Reinstatement Form, named Address Verification Letter of Authorization, for Edge Cash Management Account - CMA - Custodial Account Application, for Edge Cash Management Account - CMA - Individual Account Application, for Edge Cash Management Account - CMA - Joint Account Application, for Edge Custodial UGMA UTMA Account Application, in Edge NextGen College Investing Plan Application, for Edge Small Business 401k Plan Application, named Electronic Communications Disclosure, named Margin Lending Program Agreement - Self-Directed, named MESD Business Investor Account Agreement and Program Description, named SIMPLE IRA Getting Started Checklist, named SIMPLE Retirement Account Program Disclosure and Custodial Agreement, named Website and Mobile - Terms and Conditions, of Account Transfer Initiation Form for Merrill Edge, named Add Account Holder for Merrill Edge Advisory Center, named Business Account - WCMA - Application and Agreement - MEAC, for Cost Basis Update for Multiple Securities, named Custodian Resignation Letter of Authorization, for Durable Power of Attorney - Merrill Edge, for Funds Transfer Service Enrollment - Merrill Edge, named Funds Transfer Service Enrollment - Merrill Edge, your information for Manage Your Mailing Address, named NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Investing Plan Client Select Series Investment Change Form, for NextGen College Plan Client Select Series Investment Change Form - edge-meac, named NextGen College Plan Client Select Series Investment Change Form - edge-meac, for NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Change of Designated Beneficiary, named NextGen Direct Series Investment Change, named Online Account Access Authorization Form, named Options - Characteristics and Risks of Standardized Options, named Options - Corporate and Institutional Option Account Application and Agreement, named Options - Standard Agreement for Merrill Edge, named RCMA or RCMA II Authorized Representative Change Form, named RCMA or RCMA II Plan Trustee Change Form, for Read Only and Trading and Ownership Letter of Authorization, named Read Only and Trading and Ownership Letter of Authorization, for Required Minimum Distribution Enrollment and Authorization for Merrill Edge, named Required Minimum Distribution Enrollment and Authorization for Merrill Edge, for Retirement Automated Funding Service - Merrill Edge, named Retirement Automated Funding Service - Merrill Edge, for Retirement Beneficiary Designation - Edge, for Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Standing Letter of Authorization and Instruction Enrollment Agreement Form EDGE, named Texas Desigation form - Merrill Lynch Abandoned Property, for Trusted Contact Person Form - Merrill Edge, named Bill Pay - Agreement and Disclosures, named Business Investor Account - BIA - Application and Agreement - Self-Directed, named Cash Management Account - CMA - Agreement - Self-Directed, named Client Relationship Agreement - Self-Directed, named Client Relationship Summary - Form CRS, named Guide to Your Merrill Lynch Statement, named My Financial Picture Terms and Conditions, named Margin Lending Program - Truth-in-Lending Disclosure, named Merrill Edge Self-Directed - CMA Additional Account Owner Booklet Agreement, named Merrill Edge Self-Directed Investing Terms of Service, named Merrill Lynch Retirement - SEP and SEP PLUS Simplified Employee Pension Programs, named Retirement - BASIC Retirement Program Custodial Agreement, named Retirement - Traditional IRA Disclosure and Custodial Agreement, named Transfer on Death Letter of Authorization, named Appoint New Custodian - Relinquish Assets - LOA, named Minor Over 14 Appointing New Custodian - LOA, named NextGen Direct Series Program Description, named NextGen Section 529 Program Rollover, named NextGen Select Series Payroll Deduction Allocation, for Vested minor taking possession of assets, named Vested minor taking possession of assets, named 529 Automated Funding Service Enrollment Change Authorization Form, named 529 College Savings Plan Withdrawal Request Form, named Automated Phone System Quick Reference Guide - Self-Directed, named Guide to Your Merrill Edge Statement, named Merrill Lynch - Low-Priced Securities Insert, named Inherited Retirement Account Application - Self-Directed, for Outgoing Partial Asset and Gifting Transfer Authorization Letter, named Retirement - Contribution Recharacterization Election Form - nonEsign, named Retirement - Divorce Transfer Instructions, named Retirement - Payroll Deduction and Direct Deposit Form, for Retirement - Roth IRA Conversion - Edge, named Retirement - Roth IRA Conversion - Edge, for Retirement Beneficiary Distribution - Edge, named Retirement Beneficiary Distribution - Edge, named Retirement Cash Management Account - RCMA - Application and Agreements, for Retirement Distribution - Standing Letter of Instruction - Edge, named Retirement Distribution - Standing Letter of Instruction - Edge, for Retirement Distribution - Substantially Equal Periodic Payment - Edge, named Retirement Distribution - Substantially Equal Periodic Payment - Edge, for Incoming DRS or DWAC Authorization Letter, named Retirement - Direct Rollover - Advisory, for Transfer Funds from a Bank Retirement Account for Merrill Edge, named Transfer Funds from a Bank Retirement Account for Merrill Edge, for Withdrawal of Unpriced Security Letter of Authorization, named Cash Management Account - CMA - Estate Application, named Cash Management Account - CMA - Trust Application, for Certificate of Foreign Status of Beneficial Owner, your information for Dividend Reinvestment, for NextGen Direct Series Withdrawal Request, named NextGen Direct Series Withdrawal Request, for One-time Non-Retirement Distribution - CMA -WCMA - IIA, named One-time Non-Retirement Distribution - CMA -WCMA - IIA, for Request to Convert from a Retail to a Trust LOA, named Request to Convert from a Retail to a Trust LOA, named Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM, Other fees may apply.