IRA/RETIREMENT ACCOUNT DEPOSIT SLIP

• Instead of mailing your deposit, consider using Mobile Check Deposit on the E*TRADE Mobile app.
Just snap a photo and follow the onscreen instructions.
E*TRADE / Morgan Stanley Private Bank • For deposits into a SIMPLE IRA account, please complete the SIMPLE IRA Contribution Form.
P.O. Box 484
Jersey City, NJ 07303-0484 • For a loan repayment to a Qualified Retirement Plan, please complete the Qualified Retirement
Plan Loan Repayment Deposit Slip.

1. Your Information
Name (first, middle initial, last) Account Number (8-digit brokerage or 10-digit bank)

2. Deposit Details
Check Number Cash Amount Tax Year1 Contribution Type
Traditional Roth Employer Salary Deferral Rollover2

Traditional Roth Employer Salary Deferral Rollover2

Total Investment:
Please make checks payable to E*TRADE Securities (if brokerage account) or Morgan Stanley Private Bank (if bank account).
*Note: There are certain items we cannot accept for deposit, such as 3rd party and postdated checks. Please see www.etrade.com/aboutdeposits for a complete list of acceptable deposits.
1. If the tax year is not indicated, the contribution will be made for the current year.
2. If you have indicated Rollover Contribution, you certify that you meet the requirements for making a rollover as these funds were withdrawn from a former employer’s qualified plan or IRA within the last 60 days. You hereby irrevocably
designate this contribution as a rollover contribution.
Investment Products ● Not FDIC Insured ● No Bank Guarantee ● May Lose Value
Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.
Securities products and services offered by E*TRADE Securities LLC. Both E*TRADE Securities LLC and Morgan Stanley Private Bank are separate but affiliated subsidiaries of Morgan Stanley.
© 2022 E*TRADE from Morgan Stanley. All rights reserved. 0122-IRADESLP-B66885

IRA/RETIREMENT ACCOUNT DEPOSIT SLIP

• Instead of mailing your deposit, consider using Mobile Check Deposit on the E*TRADE Mobile app.
Just snap a photo and follow the onscreen instructions.
E*TRADE / Morgan Stanley Private Bank • For deposits into a SIMPLE IRA account, please complete the SIMPLE IRA Contribution Form.
P.O. Box 484
Jersey City, NJ 07303-0484 • For a loan repayment to a Qualified Retirement Plan, please complete the Qualified Retirement
Plan Loan Repayment Deposit Slip.

1. Your Information
Name (first, middle initial, last) Account Number (8-digit brokerage or 10-digit bank)

2. Deposit Details
Check Number Cash Amount Tax Year1 Contribution Type
Traditional Roth Employer Salary Deferral Rollover2

Traditional Roth Employer Salary Deferral Rollover2

Total Investment:
Please make checks payable to E*TRADE Securities (if brokerage account) or Morgan Stanley Private Bank (if bank account).
*Note: There are certain items we cannot accept for deposit, such as 3rd party and postdated checks. Please see www.etrade.com/aboutdeposits for a complete list of acceptable deposits.
1. If the tax year is not indicated, the contribution will be made for the current year.
2. If you have indicated Rollover Contribution, you certify that you meet the requirements for making a rollover as these funds were withdrawn from a former employer’s qualified plan or IRA within the last 60 days. You hereby irrevocably
designate this contribution as a rollover contribution.
Investment Products ● Not FDIC Insured ● No Bank Guarantee ● May Lose Value
Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.
Securities products and services offered by E*TRADE Securities LLC. Both E*TRADE Securities LLC and Morgan Stanley Private Bank are separate but affiliated subsidiaries of Morgan Stanley.
© 2022 E*TRADE from Morgan Stanley. All rights reserved. 0122-IRADESLP-B66885

IRA/RETIREMENT ACCOUNT DEPOSIT SLIP

• Instead of mailing your deposit, consider using Mobile Check Deposit on the E*TRADE Mobile app.
Just snap a photo and follow the onscreen instructions.
E*TRADE / Morgan Stanley Private Bank • For deposits into a SIMPLE IRA account, please complete the SIMPLE IRA Contribution Form.
P.O. Box 484
Jersey City, NJ 07303-0484 • For a loan repayment to a Qualified Retirement Plan, please complete the Qualified Retirement
Plan Loan Repayment Deposit Slip.

1. Your Information
Name (first, middle initial, last) Account Number (8-digit brokerage or 10-digit bank)

2. Deposit Details
Check Number Cash Amount Tax Year1 Contribution Type
Traditional Roth Employer Salary Deferral Rollover2

Traditional Roth Employer Salary Deferral Rollover2

Total Investment:
Please make checks payable to E*TRADE Securities (if brokerage account) or Morgan Stanley Private Bank (if bank account).
*Note: There are certain items we cannot accept for deposit, such as 3rd party and postdated checks. Please see www.etrade.com/aboutdeposits for a complete list of acceptable deposits.
1. If the tax year is not indicated, the contribution will be made for the current year.
2. If you have indicated Rollover Contribution, you certify that you meet the requirements for making a rollover as these funds were withdrawn from a former employer’s qualified plan or IRA within the last 60 days. You hereby irrevocably
designate this contribution as a rollover contribution.
Investment Products ● Not FDIC Insured ● No Bank Guarantee ● May Lose Value
Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.
Securities products and services offered by E*TRADE Securities LLC. Both E*TRADE Securities LLC and Morgan Stanley Private Bank are separate but affiliated subsidiaries of Morgan Stanley.
© 2022 E*TRADE from Morgan Stanley. All rights reserved. 0122-IRADESLP-B66885