Get Merrill Lynch Form

Filling out the Merrill Lynch Form is an essential step for Connecticut residents looking to enroll in the CHET Advisor College Savings Plan. This guide provides clear, step-by-step instructions to help you complete the form online with ease.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the document and open it for editing.
2. Select the account type you wish to open by checking the appropriate box: Individual Account, UGMA/UTMA Account, or Business Entity/Trust Account. If no selection is made, an Individual Account will be created.
3. Provide your account owner information, including legal name, Social Security number or Taxpayer Identification number, birth date, citizenship, telephone number, and email address.
4. Fill out the designated beneficiary information, which includes their legal name, Social Security number or Taxpayer Identification number, birth date, and citizenship. If the beneficiary’s address differs from the account owner, please enter the correct information.
5. Complete the successor account owner section, if desired. This includes providing their legal name and date of birth.
6. Fill in the advisor information with the firm name and advisor details.
7. Select the appropriate sales charge and share eligibility by indicating on the form, if applicable.
8. Choose your investment options based on your financial goals by allocating percentages as detailed on the form, ensuring they total 100%.
9. Indicate your contribution method and provide the necessary amounts for initial investments, alongside any ongoing contributions, if applicable.
10. Enter your bank information required for the electronic fund transfers, including routing and account numbers. Attach a copy of your voided check if necessary.
11. Review the account certification sections, ensuring all information is accurate and complete. Sign and date the form to finalize your application.
12. Save your changes, download, print, or share the completed form per your preference.

Complete your Merrill Lynch Form online now to take the first step towards securing a brighter future for educational expenses.