Get Personal Advisor List And Document Locator - Morgan Stanley

Filling out the Personal Advisor List and Document Locator is an important step in managing your financial and personal information. This guide provides clear and supportive instructions to help users navigate the online form effectively.

Follow the steps to complete the form correctly

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering your branch number, account number, and financial advisor number at the top of the form. These fields are essential for identifying your records.
3. In the 'Personal Advisors' section, fill in the names and phone numbers of your financial advisor, attorney, accountant, primary physician, and insurance representative as applicable.
4. Proceed to the 'Personal Documents' section. Indicate the location of each important document listed such as your original will, living trust documents, and other estate instructions. Make sure to include dates where required.
5. Fill out the 'Business/Professional' section, listing any partnership or corporate documents, as well as an inventory of business assets if relevant to your situation.
6. In the 'Retirement/Other Benefits' section, provide details on your pension plans, qualified retirement plans, and any other retirement benefits.
7. Complete the 'Tax Returns & Records' section by providing the last three years of income tax returns and any necessary records regarding property tax basis or gift tax returns.
8. Next, address the 'Insurance Policies' section. List all relevant insurance policies alongside their types, such as health, life, long-term care, and disability insurance.
9. Fill out the 'Financial Papers' section, detailing all your financial accounts including checking, savings, and investment accounts.
10. Complete the 'Property Papers' section by providing information such as vehicle titles, original deeds, and any safe deposit box locations.
11. Once all sections are completed, review your entries for accuracy. You can then select options to save changes, download, print, or share the completed form.

Complete your Personal Advisor List and Document Locator online today to ensure your important information is well-organized and readily accessible.