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🏦 Fax Forms to Schwab, Merrill or Wells Fargo

📅 Updated October 2026 · 🇺🇸 Send from anywhere in the US

✦ Quick Answer

Of the large brokerages we checked, only Schwab, Merrill and Wells Fargo (WellsTrade) print a fax number on their customer forms: Schwab 1-888-526-7252 on its domestic wire form, Merrill 1.877.229.7160 for Merrill Edge Self-Directed and Merrill Guided Investing, and WellsTrade 1-844-879-1439. Fidelity, Chase and Bank of America ask for upload, secure message or mail instead, and we could not confirm a fax for Vanguard or E*TRADE. A US fax costs $2.99 for up to 3 pages, so a cover page and a three-page form is $3.98.

Fax your brokerage form, $2.99

📋 In This Guide

The Forms That Print a Fax Number
Fidelity, Chase and Bank of America: No Fax Route
Vanguard and E*TRADE: Check Your Own Form
Medallion Signature and Notary Rules
What to Put on the Cover Page and Each Page
How to Send It and What It Costs
Your Record and If the Fax Fails
Frequently Asked Questions

The Forms That Print a Fax Number

Each number below is printed on the firm's own form or forms page. A fax number on one form does not mean the firm takes every form by fax, so please send each form only to the number printed on that same form.

Firm and form	Fax number	What it is for
Schwab, Request a Domestic Wire Transfer (APP10602-19, 08/24)	1-888-526-7252	Returning the completed wire form to Schwab
Schwab, same form	1-877-553-7692	Same-day wire requests from inside the US, by 2:30 p.m. ET
Merrill, IRA One Time Distribution Form (10187 EZ, 01/26)	1.877.229.7160	Merrill Edge Self-Directed and Merrill Guided Investing accounts only
Merrill, Letter of Authorization for Name Mismatch	1.877.229.7160	Only after every signature has a Medallion stamp
Wells Fargo, WellsTrade forms page	1-844-879-1439	Completed WellsTrade forms, as an alternative to mail
Wells Fargo, IRA Distribution (592294, Rev 22, 01/26)	844-879-1439	Forms with non-electronic signatures

Schwab: the wire form also offers upload through the Message Center ("Upload Document") or a visit to a branch, and it asks you to sign and date in blue or black ink. Schwab account transfers, IRA distributions and beneficiary designations are now online applications, with no fax number we could find.

Merrill: Merrill Lynch Wealth Management clients should not use 1.877.229.7160. The distribution form tells them to contact their branch office directly for the right fax number and address. The form can also be mailed to Merrill Document Processing, PO Box 31024, Tampa, FL 33631-3024.

Wells Fargo: the 844 number is for self-directed WellsTrade returns. Wells Fargo Advisors full-service clients are told to contact their Financial Advisor for instructions. The WellsTrade Letter of Authorization (588287) and the IRA Add/Change of Beneficiary form (578639) print only secure email and mail, so please do not fax those two.

The rule: fax a brokerage form only to the fax number printed on that same form, for your type of account. If the form prints no fax number, use the upload, secure message or mail route it gives you.

Fidelity, Chase and Bank of America: No Fax Route

Fidelity prints no fax number on the customer forms we read, and its mailing address page names only Document Upload and mail. The IRA one-time withdrawal form is returned by upload, through the QR code or Fidelity.com/upload-IRA-Withdraw. Other forms, such as Standing Transfer Instructions, go by mail to the PO Box printed on the form.

Chase (J.P. Morgan Securities, self-directed investing) asks you to log in and upload completed forms, or to send them by secure message or mail. The outgoing wire form mentions fax as a route but prints no fax number, so there is no number we can give you. For IRA distribution, QCD and Roth conversion forms, Chase asks you to "sign this form in pen rather than digitally."

Bank of America, on the bank side, asks you to give its IRA beneficiary forms to the nearest financial center or to mail them to Bank of America, N.A., TX2-979-02-14, P.O. Box 619040, Dallas, TX 75261-9943. We found no Bank of America bank fax number for customer forms or wire requests.

Fax your brokerage form, $2.99

Vanguard and E*TRADE: Check Your Own Form

We could not confirm a fax number for Vanguard or E*TRADE on any official page we were able to open. Vanguard tells you to mail the completed form using the address provided, and E*TRADE asks you to upload completed documents after you log on.

Please look at the return instructions printed on your own form. If it prints a fax number, that number is the one to use. If it does not, use the upload or mail route on the form, and do not fax a number you found somewhere else.

Medallion Signature and Notary Rules

A Medallion signature guarantee is a special stamp that guarantees your signature, and Fidelity and Merrill both say that a notary stamp does not take its place. These are the rules printed on the forms, quoted exactly:

Fidelity IRA withdrawal: "All bank wire requests MUST have a Medallion signature guarantee." Also: "A notary seal/stamp is NOT a Medallion signature guarantee." And: "If the form is completed at a Fidelity Investor Center, the Medallion signature guarantee is not required."
Fidelity Standing Transfer Instructions: "A Medallion signature guarantee is required."
Merrill name mismatch letter: "All signatures on this form must be guaranteed by a Medallion Signature Guarantor stamp." And: "Merrill cannot accept guarantees from a notary public or non-Medallion program guarantors."
Chase wire form: "This form must be notarized only if you are submitting it by fax or mail." For the IRA distribution form: "If you are submitting this form by secure message, notarization is never required."
Schwab transfer form for non-Schwab signers: "All non-Schwab account holders signing this transfer form must have their signatures notarized."
Bank of America medallion service: "All clients requesting the service must be present to sign." And: "We're unable to provide Medallion Signature Guarantee stamps for Powers of Attorney (POA)."

The Schwab wire form, the Merrill distribution form and the WellsTrade forms we read do not ask for a medallion. None of the forms we read says in words that a faxed signature counts as an original. What they do show is that a signed form sent by fax is a stated return route where the form prints a fax line, and WellsTrade limits its fax route to forms with non-electronic signatures.

Fax your brokerage form, $2.99

What to Put on the Cover Page and Each Page

A cover page helps a busy processing team match your form to your account. Please write the firm's name and the department shown on the form, your full name as it appears on the account, the last four digits of your account number, the form name and code (for example, "IRA One Time Distribution Form, 10187 EZ"), your phone number, and the total number of pages.

Keep the full account number on the form itself, not on the cover page. Number the pages, for example 2 of 4, send every page including blank ones, and check each signature and date box before you scan.

How to Send It and What It Costs

Go to OverseasFax, select United States, and type all 10 digits of the fax number with no leading 1. For Merrill's 1.877.229.7160 you type 8772297160. The +1 is added for you, a typed 1 at the start is removed, and the pay button turns on only when 10 digits are entered. The guide on how to fax a US number online explains the number box in more detail.

The price is $2.99 for up to 3 pages and $0.99 for each extra page. A cover page and a three-page form make 4 pages, which comes to $2.99 + $0.99 = $3.98. You see the total before you pay, there is no account to create, and nothing is printed on your document.

You can scan with a phone if you do not have a scanner; see faxing from an iPhone. See also pension and annuity distribution forms and estate documents after a death.

Fax your brokerage form, $2.99

Your Record and If the Fax Fails

Delivery usually takes a few minutes. You then receive a confirmation email that shows the destination number, the page count and the time the fax went through, in US Eastern Time. Keep that email, because it is your record of exactly when it was sent, which helps if you are working toward a cutoff such as Schwab's 2:30 p.m. ET for same-day wire requests.

If the fax cannot be delivered, the full amount goes back to your card automatically. Check the number on your current form, make sure you did not type a leading 1, and send again.

If the firm needs to fax a form back to you to sign, our sister service GetAFax.com gives you a private US fax number for 24 hours for $5, for up to 30 pages, and each fax arrives in your email as a PDF. More US forms are covered in the US fax guide.

Why send it here

One price for the whole fax, shown before you pay, and nothing added at checkout.

Nothing is printed on your document. It arrives exactly as you uploaded it.

If it cannot be delivered, the money goes back to your card without you asking.

It works from anywhere in the US, in any browser, with no account.

Frequently Asked Questions

Cost and what you get

How much does it cost to fax a Schwab wire transfer form?

$2.99 for up to 3 pages, then $0.99 for each extra page. A cover page and a three-page form is 4 pages, which is $3.98. There is no account and no subscription.

Is there a free way to fax my Merrill distribution form?

Free fax services exist, but they usually cap the number of pages and print advertising on the cover page. A form with your account details deserves a clean fax with nothing added and a timed confirmation email, which costs $2.99.

Sending a fax

What is the fax number for the Schwab domestic wire transfer form?

1-888-526-7252 is printed on form APP10602 for returning the completed form. Same-day wire requests use 1-877-553-7692 from inside the US, with a cutoff of 2:30 p.m. ET.

I need money out of my Merrill Edge IRA this week, can I fax the distribution form?

Yes, if your account is Merrill Edge Self-Directed or Merrill Guided Investing. Form 10187 EZ says to fax it to 1.877.229.7160, and you can also complete it online at merrilledge.com.

What is the WellsTrade fax number for an IRA distribution form?

1-844-879-1439. Form 592294 lists secure email, mail, or fax for non-electronic signatures. Wells Fargo Advisors full-service clients should ask their Financial Advisor how to return it.

Can I fax a form to Fidelity?

No. We found no fax number on Fidelity's customer forms or its mailing address page. Fidelity forms go by Document Upload or by mail to PO Box 770001, Cincinnati, OH, with the ZIP code printed on your form.

Does Chase take faxed forms for J.P. Morgan self-directed investing?

Not with a number we can give you. The Chase forms we read print no fax number, so use secure message, upload after you log in, or mail. The wire form must be notarized if you send it by fax or mail.

Does Bank of America have a fax number for IRA beneficiary forms?

No. Bank of America asks you to give the form to the nearest financial center or mail it to Bank of America, N.A., TX2-979-02-14, P.O. Box 619040, Dallas, TX 75261-9943.

Fax numbers and format

What is the Vanguard fax number for transfer forms?

We could not confirm one on an official Vanguard page. Vanguard tells you to mail the completed form using the address provided, so please check the return instructions printed on your own form.

Can I fax an E*TRADE letter of authorization?

We could not confirm an E*TRADE fax number. The E*TRADE forms page asks you to upload completed documents after you log on, and its letter of authorization is titled "Notarized Letter of Authorization," so check the form itself for the return route.

Should I type the 1 in 1.877.229.7160 when I fax Merrill?

No. Select United States and type the 10 digits only, 8772297160. The +1 is added for you, a typed 1 at the start is removed, and the pay button turns on at 10 digits.

I am a Merrill Lynch Wealth Management client, can I use the 877 fax number?

No. The Merrill distribution form says Wealth Management clients should contact their branch office directly for the right fax number and address. 1.877.229.7160 is for Merrill Edge Self-Directed and Merrill Guided Investing.

Is 1-877-686-1937 a Schwab fax number?

No. It is a Schwab phone number printed on the international account transfer form, not a fax line. Schwab account transfers are now online applications.

Receiving a reply

Can Schwab or Merrill fax a form back to me to sign?

Yes, if they offer it and you have a fax number to give. OverseasFax only sends, but our sister service GetAFax.com gives you a private US fax number for 24 hours for $5, for up to 30 pages, and faxes arrive in your email as a PDF.

Delivery, proof and safety

My fax to the Merrill 877 number failed, do I get a refund?

Yes. If a fax cannot be delivered, the full amount goes back to your card automatically. Check the number on your current form, make sure you did not type a leading 1, and send again.

Is anything printed on my WellsTrade form when I fax it?

No. Nothing is printed on your document, and there is no advertising on the cover page. Wells Fargo receives the pages exactly as you uploaded them.