Get Morgan Stanley Transfer Address

This guide provides a clear and comprehensive walkthrough for filling out the Morgan Stanley Transfer Address form online. Whether you are transferring accounts or performing a rollover, you will find detailed instructions tailored to your needs.

Follow the steps to complete the Morgan Stanley Transfer Address form effectively.

1. Press the ‘Get Form’ button to access the Morgan Stanley Transfer Address form and open it in your preferred online editor.
2. In section A, select the appropriate account type by checking one of the provided boxes to indicate whether your account is a Basic Retail Account, IRA, or another type. Also, choose the transaction type by checking 'Account Transfer' or 'Direct Rollover'.
3. In section B, provide the information about your Morgan Stanley account. Enter the account title, Social Security or taxpayer ID number, and your account number along with your FA/PWA number.
4. In section C, fill out the details of the account you are transferring. Provide the carrying organization's name, clearing number, street address (including city, state, and zip code), account title, and account number. If the resigning custodian or trustee has a different address, include that as well.
5. In section D, choose your desired option for transferring brokerage, mutual funds, annuities, or bank securities. Indicate if you want to transfer your entire account in-kind, liquidate all assets and transfer proceeds, or make a partial transfer. Provide descriptions of assets as needed.
6. For CD transfers, indicate whether to liquidate at maturity or immediately, including the maturity date if applicable.
7. Carefully read the information in section E before signing. Complete the required signatures, ensuring that the date is provided. Additionally, make sure to include a medallion signature guarantee if required.
8. Once all sections have been completed, review the form for accuracy. You can then save your changes, download a copy for your records, or print the form for submission.

Complete your Morgan Stanley Transfer Address form online today to efficiently manage your account transfers.