Complete denoted section if you are providing a Foreign Address: For additional questions, please contact your local Bank of America Banking Center or our customer service associates are available toll-free at 1.888.827.1812 to answer questions and provide additional information. Options - Individual - Joint - Trust Option Account Application and Agreement. Spousal Exception The spouse elects to delay taking distributions until the deceased account holder would have reached 70. 0000082539 00000 n 0000126274 00000 n 0000118811 00000 n At the Apple Store, you can buy and install it in a matter of seconds. 0000077437 00000 n 0000076630 00000 n 0000129841 00000 n 0000005792 00000 n Current performance may be lower or higher than the performance quoted. Step 2: Select the direct deposit form. Step 1: Choose an account. 0000115029 00000 n Sign it in a few clicks. Available options depend on the age of the IRA Plan Depositor, the relationship of the beneficiary to the IRA Depositor, and the type of IRA Plan. Cash Management Account - CMA - Agreement - Self-Directed. 0000116749 00000 n Retirement - Divorce Transfer Instructions. in the event of your death. B. 0000002123 00000 n DATE Informational Sheet Depositor s death. 0000082963 00000 n If you need additional assistance with this change, visit a financial centeror contact us by phone. Retirement - BASIC Retirement Program Custodial Agreement. 0000120067 00000 n There are three variants; a typed, drawn or uploaded signature. Mailing Address Complete only if different from the Physical Address listed. It's a good idea to complete this form and keep it updated, so that your loved ones will know exactly what you want done with your estate after you're gone. 0000118319 00000 n 0000102967 00000 n 0000093562 00000 n 0000088074 00000 n Quick links to get youand keep youon the right track. Margin Lending Program - Truth-in-Lending Disclosure. This notice will be sent within ten (10) business days of the receipt of this notice by the appropriate postal service and/or third party shipping company, except where a person is a beneficiary, the notice will be sent within twenty-four (24) hours after the death. 0000005861 00000 n This Year Enter the number of days that the beneficiary has been present in the U. S. for the current year, of Days Present in the U.S. Last Year Enter the number of days that the beneficiary was in the U.S. during the last calendar year, of Days Present in the U.S. Trusted Contact Person Form - Merrill Edge. 0000013808 00000 n All current Plan Trustees must sign this form.