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Transfer on Death Agreement - Merrill Lynch

Transfer on Death Agreement - Merrill Lynch

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Please 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 probate. Included in this document are definitions, important terms and disclosures starting on page 5. Please review this information prior to executing this agreement.

  Terms, Agreement, Account, Death, Transfer, Transfer on death agreement, Lynch, Merrill, Merrill lynch

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