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Prepare the letter of instruction Morgan Stanley requests during estate or death-claim processing — addressed to its verified claims department with the required enclosures. PDF.
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The type of Morgan Stanley IRA the distribution is coming from.
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Send it to Morgan Stanley's estate/claims department: Morgan Stanley Client Relations, PO Box 95002, South Jordan, UT 84095. You can reach the department at 1-888-454-3965.
Yes — Morgan Stanley requires the mailed letter of instruction to be notarized. The prepared letter includes a signature block; have it notarized before sending.
Morgan Stanley lists these among its required documents: Certified death certificate (15 copies recommended); Notarized Affidavit of Domicile and Debts (declares decedent's last residence and that debts are settled); Government-issued ID for claimant; Letters Testamentary or Letters of Administration (for estate representatives). The prepared letter includes an enclosure checklist drawn from Morgan Stanley's recorded requirements.
Varies by account type and documentation; typically 2-6 weeks after all documents received
Morgan Stanley provides its own letter-of-instruction form. We complete that official form with your information; you print, sign, and send it.
It depends on the capacity you are acting in. An executor or administrator encloses Letters Testamentary (when there is a will) or Letters of Administration (when there is not); a successor trustee encloses a certificate of trust; a successor under a small estate encloses that state’s small estate affidavit. The prepared letter lists the proof-of-authority document for your role alongside the institution’s required documents.
A letter of instruction is the written request an institution asks for when settling a deceased customer’s account. It identifies the decedent and the account, states the capacity you are acting in, and tells the institution what to do with the account.
