Get Morgan Stanley Letter Of Authorization For Stock Transfer
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How to fill out the Morgan Stanley Letter Of Authorization For Stock Transfer online
Filling out the Morgan Stanley Letter Of Authorization For Stock Transfer is a straightforward process that allows users to authorize the transfer of funds from their accounts. This guide provides a clear, step-by-step overview to ensure that users complete the form accurately and efficiently.
Follow the steps to complete and submit your form.
- Click ‘Get Form’ button to access the document and open it for editing.
- In the designated section, enter either the Company Name, 3-Digit Company Number (optional), U.S. Social Security Number, Global ID, or Personal Unique ID. This information is essential and must be entered without any dashes.
- Proceed to PART I – PERSONAL INFORMATION. Fill in the fields with your name as it appears on your Account Statement. Include your first name, last name, mailing address, city, state/province, contact number, ZIP/postal code, country (if outside of the U.S.), and your email address.
- Next, navigate to PART II – INSTRUCTIONS. Here, provide the name and address of your bank or financial institution. Fill in the account name as it appears on your Account Statement, the relevant ZIP/postal code, followed by the account number or IBAN Number for the destination account. If applicable, include the SWIFT/SORT code for non-U.S. banks or the account number for credit unions or brokerage accounts, and the ABA Fed Wire Routing Number.
- If necessary, fill out PART III – ADDITIONAL INFORMATION. This section is particularly important if you are transferring to a brokerage account outside of Morgan Stanley, a credit union, or a non-U.S. bank. Include the corresponding bank name and the corresponding bank ABA Fed Wire Routing Number as required.
- Move to PART IV – SIGNATURE. Ensure that you provide your signature in the designated area. Remember that signature verification is essential for all account owners. Attach an enlarged copy of a government-issued photo identification document that includes your printed name and signature.
- Finally, review your form for accuracy before saving your changes. Once completed, print the form, sign it, and submit it either via mail, overnight delivery, or fax to the address provided for Morgan Stanley's Global Stock Plan Services.
Complete your Morgan Stanley Letter Of Authorization For Stock Transfer online now for a seamless fund transfer experience.
To get a share transfer form, visit the official Morgan Stanley website or contact their customer service department. They can guide you through the steps to acquire the necessary form. You can also find templates for the Morgan Stanley Letter Of Authorization For Stock Transfer on US Legal Forms to assist you in completing your transfer paperwork.
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