Want a Fidelity rollover specialist to join you when you call your former provider? Simply call us first at 80. However, how the check is made out is very important-please ensure your provider follows the guidelines in Step 3. When accessing online account servicing areas (i.e. It's fine to send it directly to us or to you. Please note, for participants who have an employer based plan (401(k), equity, nonqualified deferred compensation, defined benefit, and health benefit solutions). Where will you send my distribution check? If you have shares of company stock included in your old 401(k), it's easiest to give us a call at 80 so that we can discuss how to include them in your rollover. If you receive a suspicious call, text or email from someone claiming to be from Merrill or Bank of America, do not respond and do not click links or open/download attachments. ![]() But we will automatically generate one for you. If you suspect you’re a victim of fraud, contact us immediately at 1.800.MERRILL (637.7455) or speak to your financial advisor. It's most often a spouse, and sometimes, Fidelity. If a distribution form is required, who, aside from myself, needs to sign it before I send it back to you? Time Away From Work Program: Sedgwick (855) 858-7557 Employee Stock Purchase Plan: Merrill Lynch (855) 422-7862 Retirement Clearinghouse (Rollovers). If additional paperwork is required, have them send it to you, and we can help you complete it if needed. Provide end-to-end comprehensive advice and. Act as the primary point of contact for Mass Affluent customers. Insurance Products are offered through Merrill Lynch Life Agency Inc. Chandler, AZ Deepen banking and investment relationships with Mass Affluent customers. ![]() Questions to ask your former provider What to ask Both are indirect subsidiaries of Bank of America Corporation.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |