Frequently Asked Questions

Shareholders | Client Services | Company Information

Annual Report Request
Q:  How do I get an annual report to shareholders, proxy and other financial reports?
A:  You can request an Annual Report to Shareholders by filling out the information request form located within the Investor Relations home page. Please also click if you want a proxy, an annual report form 10-K, quarterly
report 10-Q.


Transferring Shares of Morgan Stanley Stock
Q:  How do I transfer Morgan Stanley shares from one shareholder to another?
A: 

Please call our Transfer Agent, Computershare at 1-800-622-2393 or write to:

Contacting us by Regular Mail
Computershare
POB 43006
Providence, RI 02940-3006 USA

Contacting us via Overnight Mail
Computershare
250 Royall Street
Canton, MA 02021 USA


Change of Address for My Dividend and Share Accounts with Morgan Stanley
Q:  I am a Morgan Stanley shareholder. How do I change my address for my dividend checks, annual report to shareholders and other company information?
A: 

Please call our Transfer Agent, Computershare at 1-800-622-2393 or write to:

Computershare
POB 43006
Providence, RI 02940-3006 USA

Note: If you need to change your address with your Morgan Stanley brokerage account, please contact your financial advisor or branch office.


Direct Share Purchase and Dividend Reinvestment Program (DRIP)
Q:  I would like to enroll in your direct stock purchase and dividend reinvestment plan. How do I get started?
A: 

Please call our plan record keeper, Computershare at 1-800-622-2393 or write to:

Computershare
POB 43006
Providence, RI 02940-3006 USA


Obtaining a New Stock Certificate
Q:  How do I obtain a new stock certificate?
A: 

Please call our Transfer Agent, Computershare at 1-800-622-2393 or write to:

Computershare
POB 43006
Providence, RI 02940-3006 USA

Note: Effective September 3, 2007, Morgan Stanley will no longer issue paper common stock certificate.


Tax Cost Basis Worksheet
Q:  How can I determine the tax cost basis of my Morgan Stanley common stock if I received my shares as part of the Sears spin-off in 1993?
A:  Please call Computershare at 1-800-622-2393 for assistance in calculating the cost basis for Morgan Stanley and Sears stock. The Morgan Stanley/Dean Witter merger is tax-free to both Discover and Morgan Stanley shareholders for Federal Income Tax purposes. However, former Morgan Stanley shareholders may have to pay taxes on any cash received for fractional shares and may have to pay taxes as a result of the payment of certain transfer taxes paid by the Company.