Morgan stanley wire form utmaugma 2025

1. Click ‘Get Form’ to open the morgan stanley wire form utmaugma in our platform's editor.
2. Begin by entering the Branch No. and Account No. in the designated fields at the top of the form.
3. Fill in your FA/PWA No. to identify your financial advisor or representative.
4. In the section labeled 'I,', enter your name as Custodian of the UTMA/UGMA account number.
5. Specify the Minor's name and check either 'Check' or 'Wire Transfer' based on your preferred distribution method.
6. If selecting Wire Transfer, ensure you attach the Wire Transfer Request Form and provide the Morgan Stanley Smith Barney LLC Account Number along with the Dollar Amount.
7. Complete the Payee Name and Address fields accurately to ensure proper delivery of funds.
8. Sign and date at the bottom of the form to certify that all information is correct and for lawful purposes under UGMA or UTMA.

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