Morgan Stanley Global Stock Plan Services offers: Not all wealth management services are available in all locations. To speak with a Financial Advisor for more information, please email Morgan Stanley at amazonstock morganstanley.

You will receive information to register and certify your Morgan Stanley StockPlan Connect. You may also use the registration and certification guide, located on Inside Amazon or here to assist you with registering and certifying your account.

Social Security Number, the Amazon Stock Symbol AMZN , and your date of birth.

Yes, the activation and certification email will expire after 30 days. If you received a letter sent to your home address, the temporary User Name and Password will not expire. You can find it by following this path in PeopleSoft Self Service.

At the top of this page, to the right of your name you'll see your Employee ID. If you do not have access to PeopleSoft, please contact HR for assistance. Social Security Number and leave the Employee ID box blank. Yes, you can login to the Morgan Stanley stockplanconnect. There are multiple ways to access the tax certification process online. See the Registration and Tax Certification Guide — StockPlan Connect SPC for information.

Once you have accessed your online account, simply download, complete and print the form. Follow the instructions on the form to mail it to Morgan Stanley Global Stock Plan Services. However, a full-service brokerage account is required. There is no cost to add a debit card to your full-service brokerage account. Restrictions and transaction fees may apply. For more information, please contact the appropriate Morgan Stanley Service Center or email Morgan Stanley at amazonstock morganstanley.

Employees with previous or existing accounts at Morgan Stanley or Smith Barney will still need to register their new Amazon account.

If you are a U. The system will not recognize you as an existing account holder unless you have a U. You can contact the appropriate Morgan Stanley Service Center listed here.

A Service Professional will verify your identity and request a security reset for you. Current plan participants should initiate any name changes through the PeoplePortal site. If you make changes with Morgan Stanley Global Stock Plan Services first, they will be overwritten by the information sent from Amazon.

Therefore, please initiate your name change with Amazon first. This form is available on the home page of stockplanconnect. You can also contact the Morgan Stanley Service Center to obtain a copy of the form. As long as you are an active Amazon employee, you can change your address easily through the PeoplePortal. Your update will automatically carry over when Amazon sends plan data to Morgan Stanley. If you feel necessary, you can also call the Morgan Stanley Service Center directly to change your address; however, it is best to first initiate the change with Amazon to ensure it is not reverted back when the next data feed is processed.

If you change your address through the PeoplePortal, it will not carry over automatically to your tax certification. If you are an inactive or terminated employee from Amazon or you want to update a P.

Box, you will need to complete a copy of the Address Change Form available on www.

You can also contact a Morgan Stanley Service Professional who can fax or email the form to you. Along with the form, you must send a legible photocopy of a government-issued ID for signature verification or have the form notarized. Morgan Stanley Global Stock Plan Services P. Box Columbus, OH Morgan Stanley Global Stock Plan Services Easton Commons, Suite Columbus, OH Yes, when certifying your tax form, you must submit a permanent street address as required by the U.

MS Stock Price & News - Morgan Stanley - Wall Street Journal

Internal Revenue Service IRS. If you provide only a mailing address or a P. Box, your form will be rejected. In general, the value of your Restricted Stock Units RSUs is considered taxable income to you. On each vesting date, Amazon must collect from you enough cash to cover the minimum tax-withholding obligation on that date.

On the vesting date, Morgan Stanley will sell enough vested shares on your behalf to satisfy the required tax withholding amount. The proceeds from the sale will pass to Amazon, and then from Amazon to the relevant tax authorities. All sales must be in whole shares, so there may be some remaining cash from the fraction of the share sale that was not needed for taxes.

Any cash remaining after your tax withholding is satisfied will be refunded to you through local payroll. After vesting occurs at Morgan Stanley, any fractional cash that is not used for taxes will be refunded to employees via local payroll. Morgan Stanley will provide taxes withheld and the refund amount for each transaction to Amazon. After each vesting date, tax details and refund information are provided to your local payroll team to process.

The refund fractional cash not used for taxes is sent to your current payroll location. When the RSU income is recorded in payroll, the refund amount is deposited into the checking or saving account on your profile within business days. If you are not set up for direct deposit, a check will be generated and mailed to your current work location within business days.

International employees The refund amount is included in the taxes sent to payroll. When the RSU income is recorded in payroll, any excess cash including refund that is not remitted to the tax authorities will be refunded to you by payroll. Generally, RSU transactions are processed in payroll in the month following the RSU vest.

The Morgan Stanley website conforms to modern password guidelines.

Passwords must be between eight and 20 characters and include at least one number and one letter. They are case-sensitive and cannot contain spaces. The stock plan website operates under all the latest security features, including account access through a Secure Socket Layer SSL enabled web-browser. Secure Socket Layer SSL is an encryption technology that addresses the three types of problems that can occur when information is sent over the internet.

These three problems are:.

StockPlan Connect Has Replaced Benefit Access

The SSL protocol provides features that will protect you from these problems. Encryption technology assures the confidentiality and integrity of any information you send over the internet. Your message is coded to prevent it from being decrypted by anyone but the intended recipient.

If someone tries to alter an encrypted message, it will not decode correctly and the intended recipient will be alerted to the tampering attempt. We have implemented an additional layer of security, electronic authentication. Commonly known as "machine tagging," electronic authentication is an internal verification method that remembers the usual computer s that you log on with to compile a security profile.

This process is invisible to you, and provides a high level of security that will prevent unauthorized users from signing on with your User Name and Password.

To log off completely without disconnecting from the Internet, simply click on the Sign-out button located on the left side of the page. To re-enter the site, you will be asked to re-enter your User Name and Password. For privacy and security reasons, you should always log off completely when you have finished accessing your account information. After 20 minutes of inactivity, your stockplanconnect. To return to the site, you will be required to re-enter your logon credentials.

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