Get Legal Name Change Form - Merrill Lynch
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How to fill out the Legal Name Change Form - Merrill Lynch online
Changing your legal name is an important step that can affect various aspects of your personal and financial life. This guide will provide you with a clear and supportive path to complete the Legal Name Change Form for Merrill Lynch online.
Follow the steps to complete the Legal Name Change Form easily.
- Press the ‘Get Form’ button to access the Legal Name Change Form and open it in the designated editor.
- In the first section, provide your account number associated with Merrill Lynch. Make sure this is accurate to avoid any processing delays.
- Next, indicate your new name in the provided space. This should be printed clearly and accurately as you wish it to appear on your account.
- In the section labeled ‘This change is due to,’ select one of the reasons for your name change by marking the appropriate checkbox: Marriage, Divorce, or Court Order.
- You must submit documentation to support your name change. Check at least one box corresponding to the documents you are providing: Marriage Certificate, Divorce Decree, Court Order, or Social Security Card showing your new name.
- For Cash Management Accounts, indicate if you would like to order replacement checks and/or a Visa by checking the appropriate boxes.
- Finally, sign the form with your new name in the designated area and also include your former name. Don't forget to include the date of signing.
- Once all fields are completed, you can save changes, download the document, print it for your records, or share it as needed.
Complete your Legal Name Change Form online today!
Launched on June 21, 2010, Merrill Edge is a "a no-frills brokerage unit" of parent company Bank of America's retail banking division. Created after Merrill Lynch became a subsidiary of Bank of America in 2008, it contains the Merrill Lynch name and its employees are included in Merrill Lynch's number of employees.
Fill Legal Name Change Form - Merrill Lynch
Part A – Name changes. (An IRS W-9 form must accompany this information change form in order for your name change to be processed. Find forms to customize your Merrill Edge accounts. Update account features, apply for trading services, and set preferences, such as online delivery. Use this form for any name differences between accounts held at Merrill and another institution. INSTRUCTIONS: Complete this form to change an address, telephone number, email address, or name, or to correct a birthdate or. Social Security number. View important legal information and documents about Merrill Lynch, like policies, rules, disclaimers, copyright notices, and more. The custodian of the account must sign the transfer form. If you have changed your name, use your new name throughout this form, complete the Legal.
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