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The below forms are for Morgan Stanley Investment Management funds only. For Eaton Vance forms, please go to Eatonvance.com. For Calvert forms, please go to Calvert.com.

To request the below forms, please Contact Us:

  • Morgan Stanley Roth IRA (not for Wealth Managed or Brokerage accounts)
  • Morgan Stanley Direct Traditional SEP Application (not for Wealth Managed or Brokerage accounts)
  • Morgan Stanley Funds Account Application (not for Wealth Managed or Brokerage accounts)

The following information may be helpful for you and your tax advisor in preparing or revising prior year tax returns. This information is not intended as tax advice. Please contact your tax advisor with any questions. For Eaton Vance tax guides and information, please go to Eatonvance.com.