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Bank of America Premium Rewards card. Returns include fees and applicable loads. 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. Learn more about how to protect yourself against identify theft. Funds Transfer Service 13. Conversions and contributions can be recharacterized up until the account owners tax filing deadline plus extensions for the tax year in which the contribution or conversion took place. Log in to MyMerrill 9am-9pm EST, M-F 1.800.637.7455 TTY/TDD hearing impaired 1.866.657.3323 Are you looking for your 401 (k)/retirement or equity awards account with Merrill? '$1z[>[. 7 Get up to $100 in Airport Security Statement Credits towards TSA PreCheck or Global Entry Application fees, every four years. Open an account or call us at 888.637.3343 Frequently Asked Questions Expand all This application can be used to establish a Corporation, LLC, Partnership or Sole Propietorship business account. 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. This document contains a description of changes previously made to our Low-Priced Securities policy and business practices. Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal Box 29002, Hot Springs, AR 71903-9002 What Happens After I Submit the Signed Transfer Form to Merrill Lynch 1. Select link to get a quote. Investing involves risk. Leave the assets in your former employer's plan Pros Access to familiar investment choices Likely lower costs Broad protection from creditor claims under federal law This form provides authorization to remove an unpriced security from an account. Transfer Funds from a Bank Retirement Account for Merrill Edge. You can make an immediate, one-time transfer between accounts, schedule transfers in the future and set up recurring transfers. Merrill is committed to ensuring the safety of your account. How do I deposit money into my Merrill account? Incoming DRS or DWAC Authorization Letter. For assistance with your 401(k)/403(b)/457 plan, please contact the customer service number on your most recent statement, or our general 401(k) customer service representatives at 800.228.4015, M-F 8 AM EST-7 PM ET. Unlimited 2 points for every $1 spent on travel and dining purchases and 1.5 points on all other purchases. Existing clients can change their login password by using our Password Reset tool. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. If you would like to provide general documents, you can do so by fax at 866.994.7807. This form is used to establish Substantially Equal Periodic Payments from your Merrill Lynch traditional Individual the Retirement Account, rollover IRA, Roth IRA, SEP Plan or SRA Plan into a non-retirement account, such as a Cash Management Account. merrilledge.com . Options - Characteristics and Risks of Standardized Options, Options - Corporate and Institutional Option Account Application and Agreement, Options - Standard Agreement for Merrill Edge, RCMA or RCMA II Authorized Representative Change Form. Investment, insurance and annuity products: Then we can provide you with relevant answers. It takes just minutes to open your account online. When my debit card or checks have been lost or stolen, what should I do? Retirement - Contribution Recharacterization Election Form - nonEsign. If the change in ownership is to a joint account, the minor must be one of the joint owners. 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. hmo6 Retirement and NextGen 529 accounts are ineligible account types for the Merrill Edge Funds Transfer Service. Banking products are provided by Bank of America, N.A. This document contains the agreement and disclosures governing the Merrill Edge Self-Directed BASIC Retirement Account. For help in Spanish, including opening an account, please call 855.309.7382, Your brokerage accounts are not FDIC insured, but rather accounts held with Merrill are SIPC insured. You can add new individual accounts to your online portfolio view using a simple three-step process. 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 . 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. Summary of the ways you can have a relationship with Merrill. Complete this form if you are requesting a withdrawal from a NextGen College Investing Plan Account. 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. You should consult your legal and/or tax advisors before making any financial decisions. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. You can view the status of your transfer online by accessing. Where can I find information on order types? This sets forth Terms and Conditions relating to your use of the My Financial Picture service. INSTRUCTIONS TO WIRE FUNDS INTO MERRILL LYNCH Your bank should wire funds/securities to: Bank of America, N.A. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 3 Get up to $100 in Airline Incidental . Disclaimer: ACM MEDIA LLC provides reviews of services based on our personal ET. Are you saving for the retirement you really want. 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. Enter Morgan Stanley's Stock Plan Services address and phone number: Morgan Stanley, Global Stock Plan Services, PO Box 182616, Columbus, OH 43218-2616. Please note: If you liquidate a CD before maturity, you will likely incur a penalty. All rights reserved. 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. For more information visit our rollover page or call Merrill at 888.637.3343. . This form is used to have specific securities delivered out of your Merrill account to another financial institution or a gifting transfer of assets. We may be compensated by the firms we review (see Terms Of Use). Account Transfer Initiation Form for Merrill Edge. 132 0 obj <> endobj Transfer to your account by mailing a personal, cashier's or bank check or depositing checks via the mobile app. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. MESD Business Investor Account Agreement and Program Description. How can I download the Merrill Edge mobile app? It's easy to roll over your assets to a Merrill IRA. Forgot your user ID? Past performance does not guarantee future results. Depending on your device, you may be charged access fees by your wireless service provider. If you complete a Merrill document, please return the document as per the instructions on the form. Retirement Beneficiary Distribution - Edge. The SIMPLE IRA checklist will walk you step-by-step through opening a plan and enrolling employees. personalized financial advice, and does not recommend the purchase or sale of Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. When you get your replacement card, you'll need to give those merchants your new card number to set up automatic bill payments. This form is the letter of authorization for a request to add another account holder to an existing Merrill Edge account. The time it takes for mobile check deposits to clear will vary depending on when the deposit is made and other factors. If you suspect you are a victim of fraud, contact us immediately for further assistance. It will also allow you to establish instructions to execute a Federal Fund wire transfer on an as-needed or regular basis. (Attach additional sheet(s) if necessary. I have been getting the same runaround from Merrill about my deceased. Established by the State of Maine, the NextGen Plan is a tax-advantaged way to invest for a childs education. RCMA and RCMA II accounts require a Plan Trustee. Get up to $200 in free stock with a new Robinhood account. Documents Vault is a secure online storage service hosted by Siftsort.com and accessible only to you. 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. No transfers will be processed for CDs that mature beyond 21 days. Complete this form if you are rolling over all, or part, of the balance of an account with another state's Section 529 Program or a Coverdell Education Savings Account, or in connection with the liquidation of qualifying Series EE or I U.S. savings bonds to a NextGen College Investing Plan Account. These are industry wide regulations; other firms require similar information from their clients. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. With Merrill Edge SelfDirected, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. 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. Have a copy of your most recent statement from the account you want to transfer to Merrill. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Apply for a Merrill Edge self-directed RCMA account with check-writing features, 3 money sweep options, and statements monthly plus at fiscal year end. How does Merrill protect my personal information? 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. Note: You may need to adjust the account filters to see the status of your in-process transfers. Are you currently working with a Merrill advisor? Yes. Contact Center Phone: 1-800-367-4777 8. 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. Current performance may be lower or higher than the performance quoted. SEP (as IRA contributions only, no employer contributions). This document contains the disclosure and custodial agreement relating to opening, contributing, and taking distributions from a traditional IRA. For example, you can transfer assets from an individual Roth IRA to another individual Roth IRA with the same owner. To add a Power of Attorney to your account(s), visit this page to view the right document for your state of residence. office disbursement account merrill, lynch pierce fenner & smith. Request to Convert from a Retail to a Trust LOA, This form is used to convert from a Retail account to a Trust account, Retirement - Roth IRA Disclosure and Custodial Agreement - GWIM. With your Merrill investing and Bank of America banking accounts connected through a single login, it's never been easier to manage your finances. We are required to ensure that all our client information remains up to date. If you have not ordered checks for your account, you still have a checking account number assigned to your account. Can I chat with customer service online instead of calling? The ECD contains important information about your rights related to electronic communications for your accounts, products, and services accessible via a computer and/or a mobile device. opinions. 100 West 33. rd. any investment. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. endstream endobj startxref Use this form to complete your request to provide third party online viewing access to your account. On the Bank of America site, hover over the Transfer | Zelle tab in the top menu and then click on Transfer Between my BofA Accounts. On what exchange does Merrill execute orders? Account: 222-04214 . To learn more about Merrill pricing, visit. Minor Over 14 Appointing New Custodian - LOA. Banking products are provided by Bank of America, N.A. colleen bready married Use this form to transfer your holding out of Abandoned Property status. Please note that this is not intended for marketing purposes rather to comply with regulatory rules. We will use this information and Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. There is always the potential of losing money when you invest in securities. For stocks and ETFs, you can reinvest dividends and capital gains or receive cash payments. This sets forth Terms and Conditions relating to your use of the Merrill Lynch Brokerage Website. This form allows you to update the cost basis for holdings in your portfolio. Custodian Resignation Letter of Authorization. Get a complete picture of your financial situation, bank and invest anytime, anywhere with our secure mobile app and act quickly on financial decisions with instant transfers between eligible accounts. ACM MEDIA LLC publishes content for educational purposes only, does not offer 7. If you trade on margin, you will still accrue margin interest based on your debit balance. Includes Plan Disclosures, IRS opinion letters, Custodial Agreement and Prototype SIMPLE Retirement Account Plan. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. How do I retrieve my online user ID and/or reset my password. A Merrill Lynch Wealth Management Advisor can review these choices with you in the context of your goals and financial situation to help you decide what might be appropriate for you. 529 Automated Funding Service Enrollment Change Authorization Form, 529 College Savings Plan Withdrawal Request Form, Automated Phone System Quick Reference Guide - Self-Directed, This form provides instructions for setting up and navigating the Merrill Edge, This form provides information about understanding the features and benefits of your Merrill Edge, Merrill Lynch - Low-Priced Securities Insert. Additional information is available in ourClient Relationship Summary. This form contains the application booklet and agreements for the Merrill Edge Self-Directed Business Investor Account (BIA Account). Voices from the Black/African American community share their financial goals, concerns and aspirations. After the initial two-year period, you can transfer assets from a SIMPLE IRA to a Traditional without penalty. ML Pro Futures and Derivatives . why does milo mistake the gelatinous giant for a mountain? This form is used to certify your taxpayer identification number (TIN) for reporting purposes. The Letter of Authorization will grant Read Only and Trading or Ownership status for online capabilities to self-directed account holders. Press CTRL + Q to read quote window information. A Guide to your Merrill Lynch Statement provides detailed information on the statement structure and where to find key information. Once your account is opened you can call our Investment Center at 877.653.4732 to retrieve your account number. Whether you're a sole proprietor or have hundreds of employees, this low-cost plan offers simplified account opening, plan set-up, and ongoing administration. With nothing but cash left, log into the website and hover over the Accounts tab in the top menu. How do I check the status of my transfer? 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. It is important to understand the differences, particularly when determining which service or services to select. To link an account, access, Your brokerage accounts are not FDIC insured, but rather accounts held with Merrill are SIPC insured. 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. The performance data contained herein represents past performance which does not guarantee future results. Learn about Bank of America Preferred Rewards, Other fees may apply. Expense Ratio Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. This form is for accounts that are being transferred where the name of an owner does not match the Merrill Lynch account. You should consult your legal and/or tax advisors before making any financial decisions. For performance information current to the most recent month end, please contact us. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Merrill Edge Self-Directed - CMA Additional Account Owner Booklet Agreement. As a Merrill client, you have a couple of ways to get in touch with us. hbbd``b` $@| b$@ b`6&DPic@1L@#]y ,GN Copyright 2009-2023 ACM MEDIA LLC. The Merrill routing number is the first nine digits (084301767), and the account number is the second nine digits. Latest insights on inflation, Interest rates, volatility and your investments from our Chief Investment Office. 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. We'll guide you through choosing and opening an account, getting it funded, building a portfolio and more. Extended Hours Trading allows investors to buy and sell stocks after the close of the traditional market hours trading session. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Instead, you must transfer assets from a SIMPLE IRA to another SIMPLE IRA during that time period. 2 Did you know that there are two ways to move assets from one IRA to another? You should consult your legal and/or tax advisors before making any financial decisions. This form is used to request a full transfer of assets into a self-directed account from an account at another financial institution. Get timely insights on what's happening with the markets & global economy to help you stay on track. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. For more information about these services and their differences, speak with your Merrill financial advisor. Abandoned Property Account Reinstatement Form. This free, secure service allows you to view all of your assets and liabilities, including accounts held outside of Merrill Lynch. Trust account applications should be printed and mailed in for processing. Can my Merrill account be linked to my Bank of America account? U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. The most common is a transfer. $0 option trades are subject to a $0.65 per-contract fee. Locate the offices nearest to you from the list below. Merrill is committed to your security because the protection and trust of our clients is essential to our business. Press CTRL + Q to read quote window information. Wire funds electronically from another financial institution. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill, a Bank of America company, takes the protection of your personal information very seriously. As a Merrill client, you have a couple of ways to get in touch with us. SIPC insurance covers your account up to $500,000 in equity with up to $250,000 in cash. For example, assets cannot be transferred without penalty from a SIMPLE IRA to a Traditional for two years from the first contribution. Identifying scams can be difficult. ET. Although this tool may sound like it only works with bank accounts, Merrill . Withdrawal of Unpriced Security Letter of Authorization. Select forgot password and you will be taken to a page where you can reset your password. 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. My Financial Picture Terms and Conditions. What should I do with an old 401(k)/retirement account? An investment account setup on behalf of a minor and managed by a parent or guardian. Client Relationship Agreement - Self-Directed. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. Have a copy of your most recent statement from the account you want to transfer to Merrill. With Merrill Edge SelfDirected, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Banking products are provided by Bank of America, N.A. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. A summary of fees associated with our investment solutions, including fees charged for account services and transactions based on the investments made. Required Minimum Distribution Enrollment and Authorization for Merrill Edge. This form contains the program description and enrollment authorization formfor the Merrill Lynch Automated Funding Service. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available . Once you enable this service online via the Security Center, we'll send you a one-time code based on your receipt preference. How do I report fraud or a suspicious email? And, 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. In an effort to confirm your information and make the process as easy as possible, we have created this online pop up to request your review. Transfer an existing brokerage account, IRA account, or securities from another financial institution. union county ky obituaries. The Transfer on Death Letter of Authorization enables distribution of a decedent's account holdings upon death. Retirement Automated Funding Service - Merrill Edge. Automatic Investment Plans (also known as periodic investment plans) allow you to invest regularly in mutual funds you own. 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.