Get the free 2013 ACAT Cancellation Form - Morgan Stanley

Save Draft Clear Form For Internal Use Only Branch No. FA/PWA No. Account No. ACAT Cancellation Form A. Information about your Morgan? Stanley account. ACCOUNT NUMBER ACCOUNT TITLE ADDRESS TELEPHONE

How to fill out 2013 acat cancellation form

To fill out the 2013 ACAT cancellation form, follow these steps:

1. Provide personal information: Start by entering your full name, address, phone number, and email address in the designated fields on the form.
2. Specify the account details: Indicate the account number and the name of the financial institution where the account is held. This information is necessary to identify the specific account you wish to cancel.
3. Identify the reason for cancellation: Select the appropriate reason for cancelling the ACAT, such as transferring the account to a different brokerage or liquidating the account. Provide any additional details or explanations as required.
4. Sign and date the form: Read through the cancellation form carefully, ensuring you have completed all the necessary information accurately. Then, sign and date the form to certify its authenticity.
5. Submit the form: Once you have filled out the form, follow the instructions provided to submit it to the appropriate recipient. This may involve mailing or hand-delivering the form to the financial institution that holds your account.

Who needs the 2013 ACAT cancellation form?

The 2013 ACAT cancellation form is required by individuals who want to transfer or liquidate their investment account held at a particular financial institution. It is relevant for those who wish to cancel the ACAT process and exercise their right to move their investments to another brokerage or close the account altogether.

For pdfFiller’s FAQs

What is acat cancellation form?

An acat cancellation form is a document used to cancel the transfer of securities from one broker to another through the Automated Customer Account Transfer (ACAT) system.

Who is required to file acat cancellation form?

The broker or the client initiating the transfer must file the acat cancellation form if they wish to cancel the transfer of securities.

How to fill out acat cancellation form?

To fill out the acat cancellation form, you typically need to provide information such as account details, transfer details, reasons for cancellation, and any additional supporting documentation requested by the broker.

What is the purpose of acat cancellation form?

The purpose of the acat cancellation form is to allow the cancellation of a securities transfer initiated through the ACAT system, providing a mechanism for clients or brokers to reverse the transfer process.

What information must be reported on acat cancellation form?

The acat cancellation form may require information such as account numbers, type of securities, transfer dates, transfer details, reasons for cancellation, and any additional information or documentation requested by the broker.

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