Get Incoming Direct Registration Systems/deposit And ... - Merrill Lynch

Filling out the Incoming Direct Registration Systems/Deposit and Withdrawal at Custodian Authorization Letter is an essential step for transferring your securities to Merrill Lynch. This guide provides a comprehensive, step-by-step approach to ensure you complete the form accurately and streamline your submission process.

Follow the steps to successfully complete the transfer form.

1. Click the ‘Get Form’ button to access the Incoming Direct Registration Systems/Deposit and Withdrawal at Custodian Authorization Letter form.
2. In Section 1, provide your account information, including your name, co-account holder’s name, account number, account type, address, taxpayer identification number, and daytime telephone number.
3. For Section 2, input the transfer agent information. Fill in the name and account type of the transfer agent, account number key, and if applicable, provide the control/transaction number.
4. Complete Section 3 by entering security information. Indicate the stock name, number of shares, and stock symbol while ensuring you attach your most recent account statement dated within the past six months.
5. In Section 4, choose your transfer instructions. Select one option: Option 1 for transferring specific full shares, Option 2 for transferring all full shares, or Option 3 for transferring all full shares and liquidating fractional shares.
6. Section 5 requires the signatures of all account holders. Ensure that signatures are accompanied by a Medallion Signature Guarantee Stamp and are dated.
7. Review all completed sections for accuracy before returning the form via regular mail, overnight mail, or fax as specified in the provided return information.
8. Once submitted, allow for an estimated delivery time of 48 to 72 hours for the transfer to be processed.

Start completing your Incoming Direct Registration Systems/Deposit and Withdrawal at Custodian Authorization Letter online today!