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Global Stock Plan Services Letter of Authorization for Stock ... 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by entering your Global ID Number or PUID Number, followed by your Company Name and Plan Type. Ensure all information is accurate as it appears on your account statement.
- In Part I, fill out your personal information including the names of both account holders, mailing address, contact number, and email address. This section is mandatory.
- Proceed to Part II where you will provide details about the receiving non-US financial institution. Include their name, contact person (if applicable), fax number, email address, full account title, personal account number, and the number of shares to be transferred.
- In Part III, both account owners must sign the form. Remember that electronic signatures are not accepted. If applicable, include a copy of a government-issued photo ID.
- Once completed, print the document and submit it via mail or fax to Morgan Stanley as instructed at the bottom of the form.
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Can I move my stocks from Morgan Stanley to Fidelity?
If you prioritize low fees and a DIY approach to investing, Fidelity financial advisor services may be a better fit. But Morgan Stanleys premium services might be more suitable if youre looking for in-depth financial planning and personalized advice. Lets take a closer look at the pros and cons of each firm.
Can I transfer stocks from Morgan Stanley to Fidelity?
A global share plan is, as the name suggests, an employee stock-based plan that a business can operate across multiple jurisdictions.
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Ensure a UF decal is on the item; Print and carry the authorization from Asset Management; Bring any documentation received from the Division of ResearchRead more