How to Transfer and Gift Amazon Shares Out of Your Morgan Stanley at Work Stock Plan Account - CRC281821 - Final

Sep 16, 2026

Provides step-by-step instructions for transferring or gifting Amazon shares from a Morgan Stanley at Work stock plan account to another account in the holder’s name or to a third party, charity, trust, or donor-advised fund. Covers requirements that depend on transfer value and the receiving account’s location and type, including outside the U.S./Canada workflows. Includes guidance for trading-window/preclearance situations, required contacts, standing brokerage instructions for same-name transfers, brokerage account setup for gifts to third parties, and identity verification and submission steps.

LanguageEnglish

CategoryLetters

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

Share transfer overview

Same-name transfers (U.S. and Canada)

Third-party transfers and gifting (U.S. and Canada)

Transfers outside the U.S. or Canada

How to Transfer Amazon Shares Out of Your Morgan Stanley at Work Stock Plan Account You may transfer or gift Amazon shares from your stock plan account to another account in your name, or to a third party (individual, charity, trust, etc. ) . The process depends on the value of your share transfer, and the location and type of the receiving account. For estate account questions, please contact the Morgan Stanley Service center. See contact information on page 7 below. Transfers or Gifting of Shares to a Third Party, Donor-Advised Fund, or Charity, are Subject to Amazon’s Insider Trading Policy If you are subject to the trading window or preclearance, Amazon’s plan rules require that you contact Amazon’s Legal Department at [stockpolicy@amazon.com](stockpolicy@amazon.com) to make a gift of Amazon securities. You may only make gifts of Amazon securities during the trading window unless you can make certain legal representations concerning the gifted shares. If you are subject topreclearance and would like to make a gift, please contact your Executive Relationship Manager whose contact information is located at the top of your MSAW account page. If you do not have an Executive Relationship Manager, please call the MSAW Service Center using the contact information referenced on page 7. Transfer Instructions for Same Name, 3rd Party Name, and Gifting (in the U.S. and Canada)-For Non-U.S. Transfers Skip to Page 5 1. To get started, go to the Portfolio page of our account. Select the Shares & Cash Holdings tab then click on Sell/Transfer Shares to the right of shares you want to transfer. On the next screen, select Transfer shares. How to Transfer Amazon Shares Out of Your Mogan Stanley at Work Stock Plan Account 1 Steps 2a-4a: Share Transfer Instructions for Same Name Account in U.S. or Canada FOR SAME NAME TRANSFERS ONLY: Before you start any transactions, you must add/edit standing brokerage instructions for share transfers. Go to your Profile by clicking your name in the top right corner of the screen. Click View Profile then select Manage Brokerage Account Information under the Financial Institution Information. NOTE: Same name transfers cannot be made to other Morgan Stanley accounts in your name. 2a. Under Transaction Type, choose Shares Transfer. Then under Lot Selection , select Earliest Acquisition First to have your oldest shares leave your account first. Or, if you want to elect shares with a specific cost basis tobe transferred, choose Select by Acquisition Date. Next, enter the number of shares you wish to transfer in the Available for Sale/Transfer section. NOTE: Original or adjusted cost basis is for display purposes only when selecting your lot. [Amazon.com](Amazon.com) Inc. Long Share Saving Plan 3a. When prompted as to how you want shares delivered, choose the option appropriate foryour account. Steps 2b-4b: Share Transfer Instructions for 3rd Party Name and Gifting in U.S. or Canada 3a. When prompted as to how you want shares delivered, choose the option appropriate foryour account. | 4a. Next, the brokerage account you previously added will automatically be selected if you choose to deposit shares to a personal brokerage account. If you need to make changes, click on Edit Brokerage Account. |
| | --- | --- | | 2b. If “Gift or Transfer Shares to a Third Party” was selected in the in previous step of “Transaction Type”, follow the steps below.
NOTE: Original or adjusted cost basis is for display purposes only when selecting your lot. |

[Amazon.com](Amazon.com) Inc. Long Share Saving Plan
| 3b. You will only be presented with the option to select Deposit Shares to Personal Brokerage Account , and you will be prompted to input brokerage instructions by selecting Add Brokerage Account. NOTE: Brokerage instructions will not be stored for gifting/third party transfers so you will always be prompted to input brokerage instructions when gifting shares or sending

FAQs

Can I transfer or gift Amazon shares to a third party from my Morgan Stanley at Work stock plan account?

Yes. You may transfer or gift shares to another account in your name or to a third party (individual, charity, trust, etc.), with the process depending on receiving account location and type.

What should I do if I am subject to a trading window or preclearance?

Contact Amazon’s Legal Department at stockpolicy@amazon.com to make a gift of Amazon securities. Gifts may be made only during the trading window unless you can make the required legal representations.

What are the key steps to submit a share transfer in the online workflow?

Go to the Portfolio page, choose the Shares & Cash Holdings tab, start Sell/Transfer Shares, select Transfer shares, complete delivery/account selections, then verify identity with your password and submit the General Transaction Agreement to receive a Transaction Complete confirmation.

Sep 16, 2026

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