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This form is to be used to designate beneficiaries or to replace all prior beneficiary designations at Merrill for the accounts listed below. Please use this form to designate individual(s) or trust(s) that you would Name of all current Trustees and dates of trust creation (if Beneficiary is a This form contains the agreement and disclosure for a Transfer on Death designation. This form is used to allow account owner(s) the ability to add a Trusted Fill Merrill Lynch Beneficiary Designation Form, Edit online. Sign, fax and printable from PC, iPad, tablet or mobile with pdfFiller ✓ Instantly. Try Now! This form is to be used to designate beneficiaries or to replace all prior beneficiary designations at Merrill Lynch for the accounts listed below. Follow the step-by-step instructions below to design your merrill lynch beneficiary claim form: · Select the document you want to sign and click Upload. · ChooseThis form is to be used to designate beneficiaries or to replace all prior beneficiary designations at Merrill for the accounts listed below. • IRA. • SEP IRA. Beneficiary Designation Instructions. You must complete a new Beneficiary Designation Form if your marital status changes. Instructions. This form is to be used to designate beneficiaries or to replace all prior beneficiary designations for Merrill Lynch for the accounts listed below.