What is a “trusted contact person?” A “trusted contact person” is a person that you authorize your brokerage firm to contact if your broker has a reasonable belief that your account may be exposed to possible financial exploitation or fraud. Is a person being a trusted contact on my account the same as that person having power of attorney? Advisor Attorney Family Member Friend Spouse Other 7. Trusted Contact Person’s Email Address Trusted Contact Person’s Mailing Address City State Zip Code Relationship to Account Owner. 2 Banking, mortgage and home equity products offered by Bank of America, N.A. 4015. Trusted Contact Person Form - Merrill Lynch. Experience a faster way to fill out and sign forms on the web. ... you can meet with your local Merrill advisor in person or … Keyword-suggest-tool.com contact person(s); (3) the completion of this form is optional and I may withdraw it at any time by notifying Merrill in writing (use Merrill address as shown on the previous page or Merrill address shown on account statement). No. 1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill Lynch Wealth Management has the highest investment minimum at $250,000. EverSafe ® - Use this third-party company to monitor bank and investment accounts, credit cards and credit reports — serving as an extra set of eyes for your family members and/or your clients. In 2004 three of the largest wealth-management firms at the time — Merrill Lynch, UBS and Smith Barney — agreed to a "protocol" that, when adhered to, would stop this silliness. Trusted contact resources . Merrill Lynch Life Agency Inc. ("MLLA") is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. From now on, fill in Merrill Lynch Form from your home, workplace, or even on the move. A trusted contact is an individual age 18 or older who is identified by you as someone we're able to contact about your account for any of the following reasons: To … Get form. Portfolio Stabilizer Fund Election Form – National (411388) Portfolio Stabilizer Fund Election Form – New York (411388-NY5) Insurance Reprojection Request (111703) 4015. If you would like to have a beneficiary form mailed to you, contact Merrill at 800.228. If your 401(k) plan is through Merrill, you can change your beneficiaries at Benefits OnLine® or through the free Benefits OnLine app. A trusted contact person must be age 18 or older. Access the most extensive library of templates available. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Both are wholly owned subsidiaries of BofA Corp. 3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. If you would like to have a beneficiary form mailed to you, contact Merrill at 800.228.
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