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Transfer on Death Agreement - Merrill

TFRONDTH-0917 Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, ( MLPF&S ) a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, , and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America products: Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose ValueTransfer on Death AgreementPlease use this form to designate individual(s) or trust(s) that you would like to receive assets in your Merrill Lynch brokerage account upon your Death without going through in this document are definitions, important terms and disclosures starting on page 5.

TRANSFER ON DEATH AGREEMENT Section A. Account Information (All Account Owners must complete this page and sign on the following pages) 8-Digit Merrill Lynch Account Number (Required): – Note: A separate Transfer on Death Agreement must be completed and executed for each account that the Account Owner wishes to transfer via the TOD Service.

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