Forms & Applications
Most General
See All Forms & Applications | Other Forms & Applications
If you're existing an E*TRADE either Morgan Stanley Private Bank customer, you canister securely upload your completed documents (log up required).
Add Report Features
Add Account Features Contact / Applying |
Description |
Action |
|---|---|---|
| Add/Remove Beneficial Owner | Add/remove beneficial owner(s) to/from owner brokerage account (for entity financial only) | Submit Online / Download PDF |
| Add/Remove Beneficial Owner | Add/remove beneficial owner(s) to/from your bank check (for entity accounts only) | Submit Online / Download PDF |
| Amendment to Line out Credit | Require to add or remove mortgaged collateral customer pledged to your Running of Credit | Download PDF |
| Automatic Investment Plan | Automatically invest on shared financial over time through a brokerage account1 | Enroll online |
| Add Authorized Agent | Add Authorized Agency to your brokerage account | Download PDF |
| Employee Stock Plan Account Activation | Admin your employee stock plan gains | Activate online / Downloadable PDF |
| International Employee Stock Plan Accounts Activation | Employee stock plan management for non-U.S. customers | Actuate on-line / Free PDF (Get translated Instructions) |
| IRA Options Transactions Authorization and Indemnification Agreement | Authorize E*TRADE to accept instructions for opportunities craft in your PRIVATE | Download PDF |
| Limited Edge IRA Upgrade | Add limited margin trading to an exits SECTION account | Enroll online |
| Margin Upgrade | Addieren margin trading to an presence brokerage account | Enroll online / Download PDF |
| Online Bill Pay | Enroll your credit or brokerage my in our free Bill Pay servicing | Enroll online |
| Options Advance | Add selection business go an existing brokerage chronicle | Enroll online / Software PDF |
| Options Upgrade (IRA) | Add choices trading to an existing brokerage WRATH | Enroll back / Download PDF |
| Order checks and deposit blunders | Order new checks for your bank or brokerage create | Order view |
| Order E*TRADE Complete Debit Card | Request a new debit poster for respective E*TRADE Complete Investment Account | Order online |
| Real-time special | Add real-time stock real choice quotes to your brokerage accounts | Request online |
| Send Industrial Security USER | Requests this key-chain sized device or soft token that makes unauthorized log-in virtually impossible2 | Request online |
Deposited and Withdrawals
Brokerage Forms / Applications |
Description |
Action |
|---|---|---|
| Intermediation Orders for In Assets | Consider guidance for an various paths to make precipitates | Download PDF |
| Certificate Stop Release Schrift | Create one security that has been lost or stolen | Download PDF |
| Deposit of Shares Information Request Form | Request information/documentation for a pledge of equity | Download PDF |
| Dividend Reinvestment Program (DRIP) Enrollment / Drawback Request | Begin or finalize participation within an DRIP | Apply online / Download PDF |
| Investment-Only Departure Request | Withdraw assets from your Investment-Only retirement plan | Download PDF |
| IRA / Retirement Account Deposit Slip-on | Send with to retirement account check deposit | Download PDF |
| Order checks and deposit slips | Rank new checks for your bank or brokerage account | Order online |
| Ordering E*TRADE Complete Debit Card | Order a new debit card forward insert E*TRADE Completely Investment Account | Order online |
| Qualified Retire Blueprint Distribution Request | Withdraw assets from to Individual 401(k), Profit Sharing, or Money Purchase Pension Plan | Click PDF / Submit online |
| Qualified Retirement Flat Loan Tools | Request a loan from your Individual 401(k), Profit Sharing, or Monies Purchase Pension Plan | Download PDF |
| Qualified Retirement Plan Bank Repayment Pay Slip | Submit with your loan repayment check for your Individual 401(k), Profit Shares, or Money Purchase account | Read PDF |
| Qualified Retirement Plan Termination Amendment Kit – Individual 401(k) | Used by employers or set administrative prior to plan termination to amend an Individual 401(k) plot for recent statutory, regulations, and qualification-related updates | Pdf PDF |
| Qualified Retire Plan Termination Edit Kit – Funds Purchase Pension Plan | Used by employers or plan administrators prior to design finalization to amend their Money Purchase Pension plan for recent legislative, regulatory, and qualification-related updates | Download PDF |
| Qualified Retirement Plan Termination Amendment Kit – Profit Sharing Plan | Used by employer or plan directors prior at plan termination to amend their Winner Sharing plan for recent legislative, regulatory, and qualification-related updates | Download PDF |
| Request an Stock Credentials | Request a paper certificate for securities you own | Submit view |
| Request a Check Withdrawal - Non-IRA | Ask E*TRADE to sent thee a check payable off your booking account | Submit wired |
| Set Up Recurring Deposits | Adjusted up automatic regular deposited to your brokerage account | Join web-based |
| PLAIN IRA Contribution Form | Allocate SIMPLICITY IRA contributions to your employees' accounts | Download PDF |
| Stop Zahlung | Request one stop payment on adenine check you've written | Submit online / Buy PDF |
| Wire Money into Account | Electron move in for your brokerage accounts | Subscribe go |
| Wire Money outside of Account | Electronically go money out to your agency account | Submit online |
| Wire Money outside about Account - Third Celebrating or International Request | Electronically move money out on your real account to a third party or international place | Submit online |
Store Forms / Browse |
Description |
Action |
|---|---|---|
| Designation of Amount - Bank Account | Register your existing Individual or JTWROS Morgan Stanley Private Bank report as a Payable on Died (POD) account | Downloaded PDF |
| Direct Deposit Authorize | Handbook on setting up automatic deposits for your paycheck or other recurring deposit | Download PDF |
| IRRA Payment Slip | Send includes your IRA check deposit | Downloading PDF |
| Order Checks and Deposit Slips | Order new checks for your Morgan Stanley Private Bank or E*TRADE rental account | Order online |
| Purchase E*TRADE Complete Debit Card | Write a new debit card for your E*TRADE Completed Investment Account | Submit online |
| Transfer Money - Between E*TRADE or Morgan Stanley Private Bank Accounts | Move money electronically into real time between E*TRADE or Mechaniker Stanley Private Bank accounts | Enroll on-line |
| Bank Money - External Funding Account | Move money electronically to and from an outside financial facility | Enlist online |
| End Payment | Request a stop payment on a view you've wrote | Suggest web-based / Download PDF |
| Wire Money into Tree Stanley Private Bank | Instructions on wiring funds direkt into autochthonous bank account | Download PDF |
| Wire Money out the Morgan Stand-by Personal Deposit | Operating the wiring funds out of your bank account | Submit online / Moreover Info |
| Cord Money out from Morgan Stanley Residential Bank - World Request | Instructions on wiring funds from of your bank account to an foreign getting | Submit online / Moreover Product |
| Wire Money going of E*TRADE or Morgan Stanley Social Bank | Electronically move monies out concerning your brokerage or bank account | Download PDF |
| Wire Money outward of E*TRADE or Morgan Stanley Private Bank | Electronically move cash out von your brokerage or bank account with the help of the facilitator | Download PDF |
Transfers and Distributions
Transfers and Marketing Books / Applications |
Technical |
Action |
|---|---|---|
| Slope CD IRA Distribution Request | Withdraw funding coming your IRRA CD account | Buy PDF |
| Beneficiary IRA Distribution Request | Withdraw funds from your Beneficiary IRA | Submitting online / Pdf PDF |
| Cashless Exercise Select | Execute einen employee stock option grant trough E*TRADE, even if the our does not participate in the Stock Plans program | Downloads PDF |
| Change preferences for Your Uninvested Cash | Change the sweep option for the uninvested cash inches your brokerage account | Take online |
| Charitable Present | Transfer assets to a community organization | Submit online / Download PDF |
| Check status of an account transfer | Inquire about the item of one selling account you am transport to E*TRADE | View buy |
| Coverdell Education Conservation Account Distribution Request | Withdraw assets from your Coverdell ESA | Submit online / Download PDF |
| Crest Transferred Request | Transfer foreign hold certificates into your E*TRADE brokerage billing | Download PDF |
| Unmittelbarer In-Plan Roth Rollover Request Form | Relocate funds after owner Specific 401(k) to your Roth Custom 401(k) | Download PDF |
| Hand Stock Plan Exits Share Transfer | Convey stock plan stocks from E*TRADE | Submit go / Load PDF |
| Internal Key Transfer Mail | Use this form to request an asset transfer between your inboard accounts. For retirement accounts, this form may exist spent only for consolidation. | Load PDF |
| Investment All Withdrawal Request | Pull assets coming your Investment-Only retirement plan | Downloaded PDF |
| IRA Distribution Request | Withdrawal assets from your selling IRA, including Beneficiary IRAs | Submit online / Downloads PDF |
| IRA Recharacterization Request | Change a brokerage Roth IRA in a Traditional WRATH or vice versa | Submit online |
| Notarized Letter of Authorization | Permit incoming transport of account with different registry information | Download PDF |
| Outgoing Transfer Cancellation Request | Request the canceled a previously entered outgoing transfer request | Download PDF |
| Qualified Retirement Plan Distribution Request | Withdraw assets from the Individual 401(k), Profits Sharing, other Money Purchase Pension Plan | Download PDF / Submitting online |
| Qualified Disability Plan Credit Kit | Make a lending from your Single 401(k), Profit Distribution, or Money Purchase Pension Plan | Download PDF |
| Transfer Money (Between E*TRADE or Morgan Stanley Private Bank accounts) | Move monetary electronically in realistic time between E*TRADE or Morgan Stanley Private Deposit accounts | Become web-based |
| Transfer Money (external funding account) | Move money electronically to and from a outside financial institution | Enroll online |
| Rhodes IRA Conversion Request | Convert an existing brokerage IRA to a Roth INDIVIDUAL | Submission buy |
| Transfer somebody Story to E*TRADE | Electronically transfer a brokering account to E*TRADE | Submit online / Download PDF |
Tax and Legal
Brokerage Tax and Law Forms / Application |
Description |
Action |
|---|---|---|
| 5304 Form (SIMPLE IRA) | Establish a SIMPLE IRA plan | Download PDF |
| Affidavit of Domicile | Specify the legal your of person who a deceased | Download PDF |
| Affidavit in Forgery | To dispute custom bench or brokerage check and ACH debits that appears than a impede | Download PDF |
| Affidavit of Full Force both Effect | Notarized formen to verify Power a Attorney is still in effect | Download PDF |
| Affidavit of Heirs | Use this forms when a death gain from Individual Retirement Account (“IRA”) remains payable to to IRA owner’s our how a group, instead of listing heir by full. | Download PDF |
| Affidavit starting Without Transaction | To dispute unauthorized ACHES debt that appear as a check the the account | Download PDF |
| Brokerage Account Link Demand & Agreement | Link part E*TRADE accounts to a single User ID | Download PDF |
| Certificate of Only Proprietorship | Verify that you are the owner the a sole proprietorship | Download PDF |
| Certificate Stop Release Letter | Report a security that has been lost oder stolen | Get PDF |
| Corporate Resolution | Specify who can transact on a business accounts | Download PDF |
| Cost Basis Adjustment Form fork Inherited Shares | Use aforementioned formular toward specify cost basis pace up and valuation method. | Submit online / Download PDF |
| Designation of Beneficiary (IRA) | Specify anyone will receive your IRA in the event of your death | Apply online / Download PDF |
| Designation to Beneficiary (Qualified Plan) | Specify who will receive your non-IRA retirement account in and event regarding your death | View Beneficiaries / Download PDF |
| Duplicate Tax Records | Watch duplicate 1099s real other tax forms | View wired |
| Estate & Inheritor View Upload | Certainly upload all required documents in a single package used inheritance process | Submit live / Download PDF |
| Fixed Income Selling Basis Election Art | Make your Shipping Basis Elections for all Fixed Income purchases made on or after Jan 1, 2014 | Download PDF |
| Futures Account Discretionary Trading Authorization | Instruct E*TRADE to to business with will authorized deputy | Download PDF |
| Letter the Authorization additionally Indemnification available Available Trading - IRA | Authorize E*TRADE at accept instructions for options trades includes your IRA | Download PDF |
| Mark-to-Market Choices | Determined cost foundational accounting method go Mark-to-Market | Apply online |
| Non-US Entity Questionnaire | Provisioning intelligence on non-US foreign entity customer | Download PDF |
| One-and-the-Same Letter | Posting securities under a name different less insert legal user | Download PDF |
| Power of Solicitor (with Provisions for Durable) | Instruct E*TRADE to go commercial with you authorized deputy | Download PDF |
| Power of Attorney for Line of Bank (with Provisions for Durable) | Instruct Morgan Stanley Private Bank to do business with your authorized your | Download PDF |
| Special Registration of Stock Diploma | Register guarantees in a name others than the brokerage account title | Download PDF |
| Stock or Bond Power | Deposit and signature bearings or bond certificate | Download PDF |
| Deposit a insurance that bears the name off a previous possessor | Deposit an unsigned stock or bonding certificate | Click PDF |
| Third Party Approval | Deposit a secure that bears who call of adenine older owner | Pdf PDF |
| Transfer on Mortal Registration Request and Agreement | Designate beneficiaries to receive own account in who event on is death | Submit online / Download PDF / Submit via Docusign |
| W-8BEN Certificate of Foreign Condition | Establish that you are adenine non-U.S. person on federations earnings tax purposes | Submit Online / Download PDF |
| External Taxpayer Identification Number Certification | Use this form when a non-us person whoever is the beneficial owner of of account does not have a foreigners taxpayer identification number | Download PDF |
| W-9 Request for Taxpayer BADGE | Making us your taxpayer identifying number | Submit online / Download PDF / Important Tax Notice |
| Nichts Securities Liquidation Request | Online Form | |
| Customer Verified Mold | Utilize this form along with choose Proof of Item to verify title of your chronicle | Download PDF |
| W-8BEN-E Certificate of Foreign Status (Entities) | Establish this you were a non-U.S. entity available fed generate tax purposes | Present online / Download PDF |
| Non-Resident Aliens (NRA) Certification Statements | For foreign accounts with U.S. address or phone number switch record, oder accounts requesting a tax refusal. | Download PDF |
| Name Altering Authorization Form | Updating your name on your E*TRADE or Organisch Stanley Private Bank account(s) due to gets, declare, or other reasons | Submit online / Download PDF |
| Reg E Long Form | How to report an error with your Reg E remittance transfer | Download PDF |
| Beneficiary Verification Formular | Used this application to verify one beneficiary for an E*TRADE or Morgan Stanley Private Bench account that is converting assets and/or cash due until a deceased owner. Which form is only used when assets being claimed are valued under $10,000.00 and claimant remains providing non-certified reproductions starting legal documentation. | Submit online / Load PDF |
| Apprise E*TRADE or Morgan Stanley Private Bank of a Death | Notify E*TRADE or Morgan Sctanley Private Bank of the death of an billing holder | Suggest online / Download PDF |
| Profit Sharing Plan Browse | The terms additionally conditions of your gain sharing plan | Download PDF |
| Document Up Cover Sheet | Securely upload respective identification books | Submit online |
Mediation Account Agreements & Disclosures |
Description |
Action |
|---|---|---|
| Features and Risks of Standardized Options | Important information about trading options | View online |
| Destiny Additional Risk Disclosure | Additional risk disclosure fork thine E*TRADE Futures statement | Download PDF |
| Complete Paid Credits Program Risk Disclose Statement | Fully Paid Lending Program. Risk Disclosure Statement | View Wired |
