Transcription of Client Account Transfer Form - Merrill
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Client Account Transfer Form - Merrill
Page 1 CODE 1566 05/2021 DTC8862 ACATS0671 Client Account Transfer Form 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. If you need more room for information or signatures, use a copy of the relevant page or a blank sheet. Use one form for each Account that you re transferring. Things to know before you begin: Many firms Transfer assets using an automated Transfer process, which typically takes 5 to 6 business days.
account from a bank that holds a certificate of deposit, complete the “certificate of deposit at bank” section on page 3. Otherwise, skip to part 4. 3. Transfer my entire account after liquidating the assets listed on page 3: Use the sections on page 3 to list the assets you want to liquidate before your account is transferred to Merrill.
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