Affidavit Of Domicile Morgan Stanley

What is affidavit of domicile morgan stanley?

An affidavit of domicile Morgan Stanley is a legal document that certifies a person's primary residence at the time of their death. It is often required by financial institutions, including Morgan Stanley, to transfer the deceased individual's assets. The affidavit provides proof of the deceased's residency and helps ensure that their estate is distributed correctly.

What are the types of affidavit of domicile morgan stanley?

There are two main types of affidavit of domicile Morgan Stanley: 1. Affidavit of Domicile for Individual: This type is used when the deceased person held individual accounts with Morgan Stanley. 2. Affidavit of Domicile for Joint Account Holder: This type is used when the deceased person held joint accounts with another individual at Morgan Stanley. These affidavits serve the same purpose but differ based on the account ownership.

Affidavit of Domicile for Individual
Affidavit of Domicile for Joint Account Holder

How to complete affidavit of domicile morgan stanley

To complete the affidavit of domicile Morgan Stanley, follow these steps: 1. Obtain the affidavit form: Contact Morgan Stanley or visit their website to obtain the official affidavit form. 2. Provide necessary information: Fill in the personal details of the deceased, including their full name, date of birth, and Social Security number. 3. Indicate the date of death: Specify the date when the deceased passed away. 4. State the primary residence: Clearly state the primary residence of the deceased at the time of death. 5. Sign and notarize: Review the completed affidavit, sign it in the presence of a notary public, and get it notarized. 6. Submit the affidavit: Send the notarized affidavit to Morgan Stanley as per their instructions.

01
Obtain the affidavit form
02
Provide necessary information
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Indicate the date of death
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State the primary residence
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Sign and notarize
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Submit the affidavit

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Video Tutorial How to Fill Out affidavit of domicile morgan stanley

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