Global Stock Plan Services Letter of Authorization for Stock ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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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