How to Notify Merrill Edge of a Death
Phone (Merrill Life Services). The same Merrill Life Services team and line now handle both Merrill Edge and Merrill Lynch accounts.
Merrill Edge — contact info
- Estate / bereavement phone
- 855-450-9015
- Hours
- Mon–Fri 8:00 AM – 8:00 PM ET
What Merrill Edge requires
Decedent's full legal name, SSN, and date of birth
Have this ready before calling.
Death certificate
Typically provided by the funeral home or a local vital records office.
Letters Testamentary or Letters of Administration
Issued by the court when formal probate is required.
Affidavit of Domicile
Verifies the home address of the person who died.
What to expect
Processing time: A Transition Specialist reviews your initial documents, then connects you with a Financial Solutions Advisor to open new accounts and transfer assets.
A letter you can send Merrill Edge today
Merrill Edge (Bank of America) [Estate Services Address] Re: Notification of Death — Account Holder Robert J. Sample Accounts Held: 1 Dear Estate Services Department, I am writing to notify you of the passing of Robert J. Sample. Robert J. Sample held the following accounts with your institution: 1. Account I am the personal representative of the estate and am authorized to act on behalf of the decedent's affairs. I respectfully request the following: 1. That all accounts be flagged to reflect the account holder's passing and that activity be frozen to protect estate assets. 2. That you provide date-of-death valuations for all accounts to establish stepped-up cost basis. 3. That you provide instructions and required forms to transfer or close each account in accordance with your institution's procedures.
Merrill Edge death notification FAQ
How do I notify Merrill Edge of a death?
Phone (Merrill Life Services). The same Merrill Life Services team and line now handle both Merrill Edge and Merrill Lynch accounts.
What documents does Merrill Edge require?
Decedent's full legal name, SSN, and date of birth — Have this ready before calling. Death certificate — Typically provided by the funeral home or a local vital records office. Letters Testamentary or Letters of Administration — Issued by the court when formal probate is required. Affidavit of Domicile — Verifies the home address of the person who died.
How long does the process take with Merrill Edge?
A Transition Specialist reviews your initial documents, then connects you with a Financial Solutions Advisor to open new accounts and transfer assets.
What if my loved one had other accounts besides Merrill Edge?
Every institution has its own process and required documents. Estate Assist reads the estate's documents, identifies every institution to notify, and drafts a personalized letter for each one automatically.
Other institutions
Checked against Merrill Edge's official website on July 18, 2026. Requirements, contact info, and processes change — confirm current requirements with Merrill Edge's official page before relying on this guide. Estate Assist provides general information, not legal advice.