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Beneficiary authorizations must be on file before assets are distributed, with required supporting documents such as a death certificate and affidavit of domicile, plus notarized authorization from each beneficiary. The form provides decedent account and beneficiary details, distribution options, and requires notary acknowledgment with state-specific instructions. 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You choose whether the distribution goes to an existing account, a new Advisory Center account, or a new Merrill Edge self-directed account.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},283904,1790032149,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},549758252649,"https://ap-avatar.wpscdn.com/avatar/8000253669c5317157?_k=1778319167496531819","Merrill  \nTransfer on Death  \nLetter of Authorization  \nLetter of Authorization  \nThe Transfer on Death Letter of Authorization enables distribution of a decedent’s account holdings upon death.  \nPlease complete and return a copy of the Letter of Authorization to effect the transfer of your designated assets.  \nPlease note, a Letter of Authorization for each beneficiary must be on file before the account holdings can be distributed. Documents can be returned via fax or mail:  \nFax to: 917.778.0797 OR  \nMerrill Document Processing PO Box 31024  \nTampa, FL 33631-3024  \nDocument completion checklist  \nDeath certificate Affidavit of Domicile  \nNotarized Letter of Authorization from each beneficiary Tax waivers (if applicable)  \nLetter of Authorization Completion Guide  \n\n| Section 1\u003Cbr>Decedent’s account number and beneficiary information |\n| --- |\n| Section 2\u003Cbr>Distribution and new account options |\n\nSection 3  \nSignature and acknowledgment—must be executed in the presence of a notary  \nFor notarial executions in the state of California, please complete and notarize Section 3A on page 3; all other states must use page 2  \nNotary information, signature and seal  \nAny questions?  \nPlease contact us if you have any questions regarding this form, or if you are unsure of the beneficiaries designated to the account.  \nMerrill Life Services 855.450.9015.  \nMerrill 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.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.  \nInvestment products:  \n\n| Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value |\n| --- | --- | --- |\n\nLOATOD-0524  \nTransfer on Death Letter of Authorization  \n\n| Section 1. Account and Beneficiary Information |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- |\n| Decedent’s Merrill account number (required):  |  | |  |  | and may |\n| This letter is regarding the distribution to the beneficiaries of   be used as my Letter of Authorization to make the appropriate distribution of the funds in the above-referenced account: |  |  |  |  |  |\n| Beneficiary name |   % Beneficiary percentage (%) |  |  |  |  |\n| Beneficiary SSN/EIN Beneficiary phone number Beneficiary email address |  |  |  |  |  |\n| Section 2: Distribution Options |  |  |  |  |  |\n| Please note this account must be closed; we cannot remove or add a name to this account. We cannot liquidate any assets inside of the account. Please also note that upon distribution of shares to the beneficiaries, any fractional or odd shares will be liquidated and the proceeds distributed equally among the beneficiaries.\u003Cbr>Please indicate how you would like to receive your distribution share:\u003Cbr>Transfer to my existing Merrill account number  ~~ ~~  |  |  |  |  |  |\n| Transfer to my new Merrill Advisory Center account number\u003Cbr>• To open a Merrill Advisory Center account, contact our New Account Support Team at 888.657.8278, option 1, between 8 a. m. and 9:30 p. m. Eastern, Monday through Friday. |  |  | | |  |\n| Transfer to my new Merrill Edge® Self-Directed account number\u003Cbr>• To open a Merrill Edge® Self-Directed [account visit](account visit merrilledge.com)[ merrilledge.com](account visit merrilledge.com). | |  |  | |  |\n| To discuss additional distribution options, please call Merrill Life Services at 855.450.9015. |  |  |  |  |  |\n| Section 3. Acknowledgment and Notary (FOR USE IN ALL STATES EXCEPT CA AND FL) |  |  |  |  |  |\n\nPLEASE NOTE THAT ALL FIELDS MUST BE COMPLETED BY THE NOTARY (EXCEPT THE SIGNATURE OF THE BENEFICIARY) OR THE DOCUMENT WILL BE REJECTED.  \nTHIS ACKNOWLEDGMENT MAY NOT BE USED BY CALIFORNIA NOTARIES. CALIFORNIA NOTARIES ARE TO USE THE ATTACHED ACKNOWLEDGMENT (ON PAGE THREE) OR THE NOTARIAL ACKNOWLEDGMENT AVAILABLE ON THE","cbCaibR8B7bzbYBG","https://ap.wps.com/l/cbCaibR8B7bzbYBG","pdf",141074,"English","# Transfer on Death Letter of Authorization\n## Purpose and submission requirements\n## Document completion checklist\n## Sections 1-3 and state-specific notarization\n## Notary acknowledgement and signature instructions\n## Section 3A for California notaries","[{\"question\":\"What is the Transfer on Death Letter of Authorization used for?\",\"answer\":\"It enables Merrill to distribute a decedent’s account holdings to designated beneficiaries after death.\"},{\"question\":\"What documents are required before the account holdings can be distributed?\",\"answer\":\"A death certificate, affidavit of domicile, and a notarized Letter of Authorization from each beneficiary are required, along with other items listed in the completion checklist.\"},{\"question\":\"How do distribution options work on this form?\",\"answer\":\"The account must be closed, assets cannot be liquidated within the account, and fractional or odd shares will be liquidated with proceeds distributed equally. You choose whether the distribution goes to an existing account, a new Advisory Center account, or a new Merrill Edge self-directed account.\"}]","Merrill Transfer on Death Letter of Authorization - Letter of Authorization | PDF",1789621777]