Todd M. Hoffman - Morgan Stanley Financial Advisor - CLEARWATER, FL
Morgan Stanley
Todd M. Hoffman, CFP, CPM
Senior Vice President
Wealth Advisor
CERTIFIED FINANCIAL PLANNER
Certified Portfolio Manager
Senior Portfolio Management Director
601 CLEVELAND STREET, SUITE 700
CLEARWATER, FL 33755
tel: (727) 441-6111
toll-free: (800) 347-9047 
fax: (727) 441-6158

Making Your Business My Business


Forms


Account Transfer Form

Affidavit of Domicile and Debts

Authorization of Agent

Authorization To Journal Securities or Funds


Coverdell Education Savings Account Distribution Request Form

Duplicate Statements & Confirms

Family Records Organizer

Form W-9

Funds Transfer Service

Funds Transfer Service Update Form

Hold Mail Authorization (U.S. Residents)

Letter of Authorization for Third-Party Check Form

Mail Care of Authorization

Margin Account Client Agreement

Morgan Stanley Channel Single Advisory Contract

Transfer on Death (“TOD”) Agreement

UTMA/UGMA Custodian Account Termination Form

UTMA/UGMA Expense Distribution Request Form





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