Access all of the forms you’ll need

The bulk of what you will need to manage and update your MERIT account can be done online, simply by signing in to your account. But, if you prefer to do things offline, we have all the forms you’ll need below as downloadable PDFs. You can also give us a call at 1- 833-608-8840, Monday – Friday, 9 am – 6 pm ET.

Auto-enrollment / Opt-out form

This form combines notice of MERIT auto-enrollment and program highlights with an Opt-Out Form to use if you decide you do not want to participate in the program.

Consolidated auto-enrollment / opt-out Form (English)

Consolidated auto-enrollment / opt-out Form (Español)

Add a beneficiary

Use this form to change or add primary beneficiaries and secondary beneficiaries.

Add a beneficiary form (English)

Add a beneficiary form (Español)

Account maintenance

Use this form to change your name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.

Account maintenance form

Withdrawal request

Use this form to request a withdrawal from your MERIT account.

Withdrawal request form

Excess removal worksheet

Use this form if your contributions exceed the annual Roth IRA contribution limit or your income exceeds the maximum allowed for Roth IRA contributions and you need to make a withdrawal to correct the excess.

Excess removal worksheet

Recharacterization form

Use this form to move a contribution originally made to a Roth IRA into a Traditional IRA.

Recharacterization form