Get the free Merrill Lynch & Company Inc Settlement Proof - Shareholders ...

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK IN RE MERRILL LYNCH & CO., INC. SECURITIES, DERIVATIVE AND ERICA LITIGATION Master File No. 07-cv-9633 (JR)(DFE) This Document Relates To:

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1. Start by obtaining the necessary forms from Merrill Lynch. These forms may be available for download on their website or you may need to visit a local branch to acquire them.
2. Read through the instructions provided with the forms to understand the requirements and ensure you have all the necessary information and documents ready.
3. Begin by providing your personal information such as your full name, contact details, and social security number.
4. Fill in your employment information, including your current employer, job title, and annual income.
5. Proceed to provide details about your financial situation, including your assets, liabilities, and investments. This may include information about your bank accounts, real estate properties, stocks, and bonds, among others.
6. If applicable, provide information about your investment experience and risk tolerance. This will help Merrill Lynch assess your suitability for certain investment options.
7. Review all the information you have entered to ensure accuracy. Double-check spellings and numbers to prevent any errors.
8. Sign and date the forms in the designated spaces. Some sections may require additional signatures from a spouse or joint account holder if applicable.
9. Submit the completed forms to Merrill Lynch. You can either mail them to the provided address or visit a local branch and hand it over to a representative.

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