Get Personal Wealth Questionnaire - Morgan Stanley

Completing the Personal Wealth Questionnaire from Morgan Stanley is an essential step towards understanding your financial landscape and planning for your future. This guide provides clear, step-by-step instructions to help you fill out the questionnaire effectively and ensure that your financial information is comprehensive.

Follow the steps to complete the questionnaire with ease.

1. Press the ‘Get Form’ button to access the Personal Wealth Questionnaire and open it in your preferred form editor.
2. Begin filling out the personal information section which includes your full name, date of birth, U.S. citizenship status, and Social Security number. Ensure all entered data is accurate, as these details are mandatory for identification.
3. Provide your contact details including your address, phone number, fax number, and email address. Specify your occupation and job title along with your business address if applicable.
4. Fill in your family information, listing the names, birth dates, and residency details of your children and grandchildren. You will also need to evaluate their emotional and financial maturity.
5. Indicate your life status by selecting one of the options: single, married, divorced/widowed, or significant other. If applicable, enter the co-client's information similarly.
6. Proceed to the family information section to answer questions regarding health, special needs, financial support obligations, and family discussions about values.
7. In the advisors section, input the contact information of your financial advisor, accountant, attorney, and any other relevant financial professionals.
8. Address your planning concerns and objectives by numbering the listed goals in order of importance to you, such as maintaining a comfortable retirement or minimizing taxes.
9. Complete the asset summary section by entering your total assets and liabilities, providing details about cash, stocks, real estate, and any other investments or business interests.
10. Specify your retirement plans, including expected income levels and your desired lifestyle approach post-retirement. Provide details for all existing retirement plans and their contributions.
11. Fill out the liabilities section by documenting all debts, including mortgages, loans, and any contingent liabilities you may have.
12. Complete the cash flow information and estate planning sections, ensuring you list all details about your current income, expenses, and any estate-related documents such as wills and trusts.
13. Once you finish filling out all sections, review your questionnaire to ensure accuracy and completeness before saving your changes. You can choose to download, print, or share your completed form.

Start filling out your PERSONAL WEALTH QUESTIONNAIRE online today to take control of your financial future.