Get Sepsra Form

This guide provides step-by-step instructions on how to complete the Sepsra Form online. It is designed to assist users, regardless of their prior experience with such forms, in navigating the process smoothly.

Follow the steps to successfully complete the Sepsra Form online

1. Click the ‘Get Form’ button to acquire the form and open it in your preferred online editor.
2. Fill out Part 1: Account Owner Information. Provide your full name, Merrill Lynch retirement account number, date of birth, phone number, and select the instruction type: New, Change, or Cancel.
3. Proceed to Part 2: Distribution Type & Schedule. Check the applicable distribution type(s), indicating periodic installments (monthly, quarterly, semi-annual, or annual) and completing the starting date and optional expiration date fields.
4. In Part 3: Withholding Election, read the withholding notice, and select whether to withhold federal income tax and the desired rate or amount, along with state withholding options if applicable.
5. Complete Part 4: Distribution Method by choosing how you would like your distribution sent, entering account details as required, and including any necessary documentation such as voided checks or authorization letters.
6. In Part 5: Automatic Liquidation (if applicable), authorize the liquidation of mutual funds by filling in the specified fields and ensuring the total adds up to 100%.
7. Sign the form in Part 6, acknowledging that you have reviewed all information, and confirm your understanding of the terms related to the distribution.
8. Once all sections are completed, save your changes, and choose whether to download, print, or share the completed form depending on your needs.

Ensure you have completed your Sepsra Form online and submit it for processing.