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Morgan stanley global stock plan services letter of authorization for stock transfer form

Global Stock Plan Services Letter of Authorization for Stock ... 2025

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The document is a Letter of Authorization for Stock Transfer from Morgan Stanley, intended for transferring shares to non-US financial institutions. It outlines the required personal information, instructions for completing the transfer, and necessary signatures. The form must be filled out accurately and submitted with identification verification to ensure processing.

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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’s details, and account information.
Specify the number of shares you wish to transfer. If applicable, check the box to liquidate any fractional shares.
Finally, sign the form in Part III. Both account owners must sign if it's a joint account. Remember to include a copy of a government-issued photo ID if transferring shares to a third party.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I email StockPlan connect?

To find the table for submission, open the site, scroll down and press Contact Us at the bottom of the screen. In case of any media-related questions, use the Stockplan Connect email mediainquiries@morganstanley.com.

Can I transfer my stocks from Morgan Stanley?

IF YOU WOULD LIKE US TO TRANSFER SHARES TO A THIRD PARTY OR TO AN ACCOUNT WITH A DIFFERENT NAME THAN YOUR MORGAN STANLEY ACCOUNT (SUCH AS A TRANSFER TO A TRUST OR A CHARITABLE DONATION): You must include an enlarged copy of the printed and signature side of a government issued photo identification document.

How do I contact Shareworks by Morgan Stanley?

Morgan Stanleys Shareworks Contact Information Shareworks account holders may contact Shareworks at 877-380-7793 between the hours of 8:00am ET and 8:00pm ET on Monday through Friday on market trading days.

How do I contact Morgan Stanley stock plan connect?

The outgoing transfer address for Morgan Stanley Smith Barney usually corresponds to the branch managing the clients account, with the headquarters address being 1585 Broadway, New York, NY 10036. Its essential to verify specific branch details with customer service for accuracy.

What is StockPlan Connect with Morgan Stanley?

StockPlan Connect or Shareworks is your virtual equity hub. It offers a streamlined experience for viewing, tracking, and managing your equity awards online. Morgan Stanley Access Direct is your companion brokerage account to Shareworks or StockPlanConnect.

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What is Puid Morgan Stanley?

Enter your nine digit identification number. Please select from one of the following: Social Security Number (SSN) Global Identification (GID) Personal User Identification (PUID)

How do I contact Morgan Stanley stock connect?

If you have questions about opening your self-directed brokerage account, you can call the StockPlan Connect Customer Service Center at 800-367-4777 and a representative can also assist you with selling your shares.