Mydesk morgan stanley 2025

1. Click ‘Get Form’ to open the mydesk morgan stanley document in the editor.
2. Begin by filling in the 'Branch No.', 'FA/PWA No.', and 'Account No.' fields at the top of the form. These identifiers are crucial for processing your affidavit.
3. In the section labeled 'THE UNDERSIGNED', enter your printed name where indicated. This identifies you as the person completing the affidavit.
4. Proceed to fill in the decedent's name, date of death, and place of death in their respective fields. Ensure accuracy as this information is vital for legal purposes.
5. Complete the residency details by indicating whether the decedent was a resident of another state within three years prior to death. If applicable, provide their previous address.
6. Confirm that all debts and claims against the estate have been addressed. This affirmation is essential for securing property transfer.
7. Select your designation from options such as Executor, Survivor of Joint Tenancy, Beneficiary, or Other. This clarifies your role concerning the estate.
8. Finally, sign and date where indicated, ensuring that a notary public witnesses your signature for validation.

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