Across
- 3. Tool used by FAs and Branch employees to see if a specific account number or client was impacted.
- 5. An overstated cost basis results in this situation
- 8. Subcategory used in the logging page when opting out of a check (omit 1099)
- 9. This is the status of accounts that a check will be disbursed automatically to the account plating and address.
- 11. Name of department within Morgan Stanley where a refund check may be requested if necessary.
- 12. Number of weeks that clients will get reimburse after the deadline
Down
- 1. Field on Bis report that displays “Acceptance Form Received."
- 2. Only information needed to be collected in order to process a state acceptance agreement request
- 4. Title of Morgan Stanley employee who must confirm that they have spoken with the client in order to request a state acceptance agreement letter
- 6. An understated cost basis results in this situation
- 7. This will display in reimbursement eligibility column when the client is not automatically eligible for reimbursement and will be handled on a case by case basis
- 9. Program where the State Comm Tool is found
- 10. What is interest rate that clients receive on the reimbursed amount?