Rollover Out*How do I initiate a rollover out of Merrill Lynch? Is there a form?**In mo...

GetHuman-zygoaty's customer service issue with Merrill Lynch from January 2019

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Rollover Out*How do I initiate a rollover out of Merrill Lynch? Is there a form?**In most cases, to be eligible to request a rollover out of your ***(k) plan, you must be either over the age of ** * (some plans' age limits may be higher than ** *), or your status in the plan must be recorded at Merrill Lynch as Terminated or Retired. You can view your personal information and account*employment status by visiting Account Information * Personal Information. **Once eligible, you may request a rollover by selecting Withdrawals * Withdrawal*Rollover. (Note: Not all plans allow online rollover requests). In general, there are no forms required to request a rollover out of your ***(k) plan. You will need to know the following information: *. How to make the check and*or shares certificates payable to the new custodian **.The mailing address for the distribution **.The receiving institution's account number
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Merrill Lynch

Customer service issue
Reported by GetHuman-zygoaty
Jan 25th, 2019 - 3 mons ago
I have an issue with Merrill Lynch too
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GetHuman-zygoaty started working on this issue
Jan 25th 1:20am