Get 866 994 7807

The 866 994 7807 form is essential for establishing a connection between your Merrill Edge investment account and a designated bank account. This guide provides clear, step-by-step instructions to assist you in completing the form online efficiently.

Follow the steps to complete the enrollment form correctly.

1. Click ‘Get Form’ button to access the form and open it in the necessary online editor.
2. Begin by entering your account information, including the account numbers for both your Merrill Edge investment account and your designated bank account. Ensure the information is accurate to avoid transfer issues.
3. List all account holders' names in the designated space provided, including any trustees or joint account holders if applicable. This is crucial for account validation and authorization.
4. Fill in the bank account details, including the account number and ABA routing number. If you are not using a Bank of America account, make sure to attach a voided check or a letter from your financial institution confirming the details.
5. Select your preferred transfer options from the list provided. Read each option carefully to understand the implications of your choice, such as daily or monthly transfers of dividends and interest.
6. Once you have completed the form, review all entries to ensure accuracy. Any inaccuracies can lead to delays or issues with transfers.
7. Finally, submit the form by clicking the appropriate button provided in the online editor. You may also have the option to save changes, download, print, or share the completed form as necessary.

Complete your Merrill Edge Funds Transfer Service enrollment form online today.