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Merrill Lynch

This Vendor Page has not been approved by Merrill Lynch,
but the information provided should be useful to you.

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 Web Homepage

Merrill Lynch Homepage may be accessed here .

Product Information

Click the link(s) below for information on Merrill Lynch investment products:

Fee Information

Click the link(s) below for information on the fees associated with Merrill Lynch accounts:

403(b) Investment Options

Merrill Lynch offers the following type(s) of 403(b) investment option:

  • End of List

Roth 403(b) Contribution Policy

Merrill Lynch does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Merrill Lynch are marketed using the following approaches:

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 - 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 PLAN OR 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

Contact Merrill Lynch directly if you have additional questions about Merrill Lynch products or services.

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

Merrill Lynch does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

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.