Secure Document Drop Box


 

  • Secure Document Drop Box

    Please use our secure drop box below to upload your information, and it will be immediately and securely directed to our Client Servicing Team. Please upload scanned documents or PDFs only. Should you have any questions or concerns, don't hesitate to call our office at 515-278-4110 or email us at servicing@merkleplan.com.
  • Please upload scanned documents or PDFs only.
    Drop files here or
    Max. file size: 300 MB.
    • This field is for validation purposes and should be left unchanged.

    Have a question?

    If you need immediate assistance or have questions, feel free to give us a call at 515-278-1006 and someone from our Client Experience Team will be able to assist you!

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