Merrill Lynch (aka: Merrill Lynch) - General Status
Merrill Lynch is no longer accepting contributions into 403(b) account after 12/5/2008. Existing accounts may remain invested with this vendor, however loans will no longer be available on these accounts after 12/5/2008.
Merrill Lynch has provided this PDF documentation: View / Download
Merrill Lynch (aka: Merrill Lynch) Web Homepage
Merrill Lynch has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Merrill Lynch, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Merrill Lynch to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Merrill Lynch offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Merrill Lynch does NOT accept Roth 403(b) contributions.
Investment products of Merrill Lynch are marketed using the following approaches:
- End of List Declared by Merrill Lynch
Helpful Employee Resources
Merrill Lynch has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Merrill Lynch provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Merrill Lynch, please visit our General Merrill Lynch Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Merrill Lynch (aka: Merrill Lynch) - Seattle Public Schools Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Merrill Lynch Plan Number
When contacting Merrill Lynch or its local contacts, have ready your Seattle Public Schools - Merrill Lynch GROUP NUMBER: To Be Determined
Seattle Public Schools EIN
When contacting Merrill Lynch or its local contacts, you may require the Seattle Public Schools EIN: 916001541
Seattle Public Schools Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Merrill Lynch on Seattle Public Schools list of authorized vendors.
Request Additional Information from Merrill Lynch
Merrill Lynch has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Merrill Lynch has NOT signed any Direct Information Sharing Agreement with Seattle Public Schools or any Umbrella Information Sharing Agreement with CCC. Consequently, Merrill Lynch is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Seattle Public Schools 403(b) accounts.
Employer Minimum Contribution
Seattle Public Schools
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
does not require any monthly contribution amount
Merrill Lynch has not provided copies of or links to any Vendor Forms. Please contact Merrill Lynch to request any forms you might need.
Seattle Public Schools Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the Seattle Public Schools 403(b) Plan and much more on the Seattle Public Schools Information Page, available by clicking here.