Merrill Lynch Customer Service Issues

I have encountered ongoing difficulties accessing the Merrill website. Despite inputting the correct username and password, the system continues to reject them. Additionally, the requested email with the username has not been received. There seems to be confusion regarding my 401k with the Tunica Biloxi Indians in [redacted] and its restart in [redacted]. The Merrill paperwork indicates conflicting dates, with a plan entry date of 9/22/05 and a hire date of 9/9/13, showing ten years of service and a terminated current plan. My objective is to transfer my 401k from Merrill to my current Securian account through a direct rollover. I require a distribution request form or any other necessary paperwork for the rollover process. I have completed the relevant forms from Securian and need guidance on where to fax them, or if originals are necessary. I believe my social security number serves as my plan number; please advise on any additional information needed. Kindly forward the documents to [redacted] My contact number is [redacted], and I am available for fax reception after 11:30 am during lunch breaks. Your assistance in providing the necessary instructions would be greatly appreciated. Thank you, Tara Rabalais

I closed my account due to no longer being employed by the company. I had arranged for direct deposit through my debit card with a December 29 issue date. The funds were deposited and withdrawn the same day. However, upon checking my account, I noticed that the money was sent by standard mail today. This means I will not receive it until around January 10. I specifically requested direct deposit, so I am confused as to why it was sent as a check. This situation has been very inconvenient for me. Thank you, V.

I would like to report concerning behavior involving one of your Vice Presidents Adam C Ellison in Sacramento, California. The complaints are as follows: 1. He is using cocaine in the presence of his 2-year-old son at their home in Roseville, California. 2. He is engaging in relationships with other men and bringing them into the child's living environment for drug-fueled parties, leading to his separation from his ex-wife. 3. He pawned the pink slip of his ex-wife's car to fund his drug habit. 4. He threatened his ex-wife to pay for the car loan or face repossession, later giving the car to his new boyfriend. 5. He is sharing the car with his new boyfriend to facilitate their drug purchases. 6. He got evicted from his apartment for failure to pay rent. 7. His actions are negatively impacting his ex-wife's ability to rent due to his rental history. 8. He is purchasing drugs, particularly cocaine, from local dealers in Sacramento. 9. It is advised to offer Mr. Ellison immediate assistance before his behavior affects Merrill Lynch's reputation. Concerned Citizen

Hello, I'm Milton Fuchs Jr., an employee at Walmart Store #[redacted] in Houston, TX on Yale Street. I've tried numerous times to re-set all four amounts to 50% for my 401k and catch-up contributions. However, every time I thought I had successfully made the changes on August 16th and 15th, they reverted to 0. I created a Chase account for $[redacted], needing a $[redacted] direct deposit from my employment, which led me to temporarily adjust my direct deposit allocations. Now that I have fulfilled the requirements for Chase, I would like all my funds from Walmart to return to the original 50% allocation for the 401k and catch-up contributions. If possible, please adjust all four amounts accordingly. Thank you. Milton Fuchs Jr. 8/17/[redacted]. My cell number is [redacted], and my email is [redacted].

I am currently residing in Germany and previously worked at Hewlett Packard Germany. I have a Merryl Lynch account in the US with shares and cash, which I would like to transfer to my German bank account or receive as a cash cheque. I have the following questions regarding the process: 1. What are the steps to transfer these funds? 2. Who should I reach out to for assistance? 3. How can I initiate this transaction? 4. How long will the transfer take? 5. What are the associated transfer costs? Thank you for your guidance. Email: [redacted]

Hello Merrill Lynch Team, I hope you are doing well. I would like to share my situation with you for assistance. I was employed by Pepsico México from December [redacted] until July [redacted] and purchased some PEP shares in the 90s. In January [redacted], I noticed my shares were missing from my Merrill Lynch account. After contacting Merrill Lynch, I was directed to Delaware Unclaimed Property. Recently, I found my unclaimed records and submitted a claim with Claim number [redacted]. To proceed with the claim and retrieve my shares, I am asked for my broker's information including the US Broker Name, Phone, Account Number, DTC Number, and Email Address. I am unsure whether to provide Merrill Lynch or Morgan Stanley's information since Pepsico now works with them. Could you please clarify and provide the necessary details? Thank you for your assistance, Merrill Lynch Team. Best regards. Warm regards, Adrian V. +52 (81) 12 15 62 38 [redacted]

I am Sven Bruenjes, a German employee at Dow Chemical in Stade, Germany. I have an account with Merrill Lynch (account number: 7P1-[redacted]) but have been unable to access it due to a long-term illness. I am a German citizen, taxed solely in Germany. When trying to set up an online account, my German social identification number was not accepted. I have since changed my address from Wasser West 35, Stade [redacted] to Brackmannstrasse 1, Bremervoerde [redacted], Germany, which resulted in not receiving updates about my account. Once I gain access to my account and complete the W-8BEN form, I aim to transfer [redacted]% of my portfolio value to my German bank. You can contact me at [redacted] Thank you for your assistance. Regards, Sven Bruenjes

My Merrill Lynch account is currently blocked. After speaking with a customer service representative, I learned it was blocked mistakenly. This has caused issues with my automatic bill payments through Merrill auto pay. They promised a resolution within 24 hours, but I haven't been able to reach them since. My account number ends in [redacted]. I have been a loyal customer for 40 years as Anthony R. Any assistance would be greatly appreciated.

Dividing divorce assets. My former spouse, Louis A. Jr., a Walmart employee from Leicester, MA, and I recently finalized our divorce, where I am entitled to half of his retirement funds. He submitted the divorce judgment, but he needs to fill out additional paperwork. The company was unable to send the papers to him, so they requested him to reach out directly for them. I find this a bit strange. Could you please email the documents to me so I can print them for him? He doesn't have a printer, and it's more convenient for me to handle this. Thank you, Jennifer A.

I am having trouble accessing my online account with Merrill Lynch. The message prompts me to call them, but when I do, I get stuck on hold for extended periods without reaching a representative. The recorded message advises me to go online, creating a frustrating cycle with no customer support. I attempted to find an online chat option, but was disappointed to discover Merrill Lynch does not offer this service. I simply want to change the monthly distribution of my IRA from one bank account to another, but this process has become unnecessarily challenging. Contacting them via email seems pointless as I am unable to communicate with a real person, which is incredibly frustrating. Merrill Lynch's lack of customer service is incredibly frustrating. To address this issue, I have provided my contact number as [redacted].

I need to ensure that the Power of Attorney (POA) has been completed to proceed with the Required Minimum Distribution (RMD) for this year. The individual who granted me the power of attorney is unable to handle this due to dementia. I have been attempting to finalize this process for several weeks. Yesterday, Nick Gonsalves assured me that the POA team would address this matter by today. His extension is [redacted]. However, I am unable to locate a phone number that allows me to input this extension for transfer.

My name is Jitendra G., and the last 4 digits of my social are [redacted]. I am concerned about my account, which I've had with you for 30 years, being suddenly closed without an explanation. Despite repeated attempts to contact customer service at [redacted], I faced long wait times and even got disconnected before receiving any answers from Valerie on 4/1/22. I also sent an email to Merrill Lynch without a response, then called 1-[redacted] on 4/05/22 but was put on hold by Greg for 50 minutes without a resolution. My records show that all my stocks, mutual funds, and cash were withdrawn from my account without notice, and the checks supposedly mailed on 3/18 have not been received. On 3/08, my portfolio was valued at $[redacted],[redacted] but was sold for $[redacted],[redacted], despite it being worth $[redacted],[redacted] today. I am puzzled about the decision to sell at the lowest market value. I am currently overseas but will be in the USA on April 20th. I am considering involving my lawyer if this issue is not resolved promptly. I am hoping for a response soon. Jitendra G. Retired US citizen.

Recipient Account No. 6UA32448, I recently received the "Foreign Person’s U.S. Source Income Subject to Withholding Information" for [redacted]. It stated that I received Gross Income of $[redacted].28 with Federal tax withheld amounting to $16.08. I used to work at HPE in the past but left the company several years ago. Upon checking my benefits.ml.com account, I noticed that there are no available shares, leading me to wonder why I received this letter. Kindly provide clarification on the purpose of the information sent to me. Thank you.

After my father passed away a few months ago, I inherited ninety-three percent of his stocks with ML, while the remaining seven percent went to a friend. I reached out to ML, completed the necessary paperwork, and opened an account for the fund transfer. However, when I followed up on the transfer, I was informed they could not do partial distributions. This means my account can't be funded until the other beneficiary, a 79-year-old residing in CA, completes her forms. Despite hiring a CA attorney to assist her, we faced long wait times and even a rejected account. I've pleaded with ML for an exception due to the circumstances but was advised to call back in five to seven business days. Still, after hours on hold, the issue remains unresolved. The delay is causing financial strain, and any assistance to expedite the process would be greatly appreciated.

Issue Description: I encountered a problem with my two brokerage accounts through Merrill Benefits as a former Visa employee. On August 5th, I noticed that my Visa equity was inaccessible on the Merrill Benefits app and site. I contacted Merrill Benefits using the provided international toll-free number. Despite the belief that there would be no charges, I discovered that I was incurring fees from my operator for these calls. Resolution Attempts: I made multiple calls to address this issue: - August 5th: Call 1 ended after 34 minutes, unresolved. - August 5th: Call 2 disconnected after 4 minutes. - August 5th: Call 3 lasted 31 minutes, partially resolved one account. - August 9th: Discovered equity account still inaccessible and had to call again. - August 10th: Issue remained and required another call for resolution. Service Complaint: The service I received was unsatisfactory, necessitating numerous calls and hours of my time over a two-week span. I have included a call log from my operator detailing the duration of each call for validation purposes. Compensation Request: I am seeking reimbursement of £[redacted] for phone charges incurred during these calls. The compensation is warranted due to misinformation on toll-free numbers, lack of alternative communication channels, lengthy call times with multiple transfers, and unresolved issues requiring follow-ups. I have provided evidence of my phone bill and the designated contact numbers from the Benefits Online app.

Hello, I used to be a client of Merrill Lynch. My account number was 5WR-76J20 under my name. I'm currently facing an issue verifying my identity with the IRS as I require the following forms for the tax year [redacted]: [redacted]-DIV and [redacted]-INT. Living overseas makes it difficult for me to visit a U.S. office to collect these documents. Could you please email them to me or provide information on where I can download them? Thank you. - Letitia B.

For the past two months, I've been attempting to transfer my IRA account to my Schwab IRA without success. Trans American Insurance claims they sent my funds by check back to Merrill but as of the promised date of November 30th, there have been no results. I'm currently in Mexico and unable to reach you by phone, which has left me concerned that this might be some kind of scam. I want the check to go to Schwab. The situation is causing me a great deal of stress, and I find it unprofessional. Kindly address this issue promptly.

I am currently trying to withdraw my 401k as it is not my main retirement fund and I am unfortunately facing eviction. When I attempted to access my account through the ML app, it informed me that it could not verify or create a user ID, prompting me to reach out to customer service for help. The withdrawal amount is less than $[redacted], but I fear that eviction is imminent as most sources indicate it may take 7 to 10 days or longer to process and transfer the funds. Despite this, I urgently require assistance, so any help with initiating the withdrawal request or expediting the transfer process once approved would be greatly appreciated. Thank you in advance.

Dear Sir/Madam, I have dedicated my career to MERCK and converted stock options into shares successfully. Post-retirement, I relocated and didn't update my address with Merill-Lynch, causing a disruption in receiving my account statements. After a prolonged period, I aim to update my address with Merill-Lynch and resume receiving my statements. I possess the last statement and account details, which I can provide to facilitate this process. My current contact information is as follows: ROUGIER J.P. 31 Route de NESCHERS [redacted] PLAUZAT FRANCE Looking forward to your prompt assistance. Kindly reach out to me via email at [redacted]. Thank you.

I have not received the necessary assistance from my two calls to Merry Lynch concerning my former company DuPont shares ([redacted]+ shares). I am hopeful that someone can aid me in locating the funds, despite the lack of recent communication. My name is C. Chen. The evidence I can offer includes the quarterly report and tax report from [redacted]. Initially, my social security number was the account number. However, when contacting your customer service, they were unable to locate the account and assist me without further details or a specific individual to follow up with. I kindly request that someone assist me in finding my funds and reach out to me via this email address. I truly appreciate any extra efforts made.