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Global stock plan services letter of authorization for stock transfer

Morgan stanley global stock plan services letter of authorization 2026

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The document is a Letter of Authorization for transferring funds via wire from a Morgan Stanley account. It outlines the necessary personal and banking information required to process the transfer, including identification details, bank routing numbers, and signature verification. The form must be completed and submitted by 4:00 PM Eastern Time on the business day following the trade date, and it serves as a standing instruction until modified or rescinded.

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Click ‘Get Form’ to open it in the editor.
Begin with Part I – Personal Information. Enter your name, mailing address, and contact details exactly as they appear on your account statement.
Proceed to Part II – Instructions. Fill in the name and address of your bank or financial institution, along with the account name and routing numbers required for the transfer.
If applicable, complete Part III – Additional Information. This section is necessary if you are transferring funds to a brokerage account outside of Morgan Stanley or a non-U.S. bank.
Finally, sign in Part IV – Signature. Ensure that you attach a legible copy of a government-issued ID for signature verification.

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