Legal Transfer Form
E-mail: [email protected]
Thank you for contacting Broadridge Corporate Issuer Solutions, Inc. regarding your Morgan Stanley Stock Account and a transfer of shares.
Enclosed is the form you requested.
You would use this form if:
You are looking to change your name;
You are no longer considered a minor and would like to remove the custodian;
You would like to add or remove a shareholder; or
You would like to add a Transfer on Death beneficiary to your registration.
You would not use this form if:
You would like to transfer your shares to your brokerage account or have shares from your brokerage account transferred to Broadridge.
Instead, request that a representative from your brokerage company initiate the transfer request. Our DRS number is 7824.
When completing the enclosed form:
1. Make sure your form has all of the required signatures. If you are signing for the shareholder, plea