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CHAPTER 1

Initiate the Forgot User Name Process

Step 1: Initiate the Forgot User Name process

A. Select “Forgot User Name” link in the login box

Step 2: Identity Your Company

B. Enter your company stock symbol and click “Next Step”.

Step 3: Identify Yourself

C. Enter your email address—either your corporate address or the personal email you have on file—and identifying information, including your Social Security Number (SSN), Global Identification Number (GID), or Personal Unique Identifier (PUID).

Step 4: Select Delivery Preference

D. Select where you would like to receive an email, which will include a link to help you retrieve your User Name. The link will expire 30 minutes after it has been sent.

Step 5: Check Your Email and Retrieve Your User Name

E. Look for the email with the link to view your User Name.

F. The personalized link within will take you to a page that displays the User Name(s) associated with your account. Click on the “Home” button to return to the StockPlan Connect login page.

Note: If the information you have entered does not match our records, please contact the Service Center at +1-866-722-7310 (U.S. participants) or +1-801-617-7435 (non-U.S. participants).

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Morgan Stanley Global Service Centers

800-367-4777

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