Submit a Claim - Claim Instructions

If you have an existing or closed Morgan Stanley account(s) established in the United States and received a Notice Letter regarding the Data Security Incidents in either July 2020, and/or June 2021, you are a “Settlement Class Member.” If you are a Settlement Class Member, and you believe you spent money or time related to the Morgan Stanley Data Security Incidents, then you may make a claim for reimbursement. Claim Forms must be submitted online or postmarked no later than August 11, 2022. Claims submitted after the deadline will be deemed untimely and may not be accepted.

Settlement Class Members may make a claim for (1) reimbursement up to $10,000 for documented out-of-pocket losses; (2) up to 4 hours of “attested to” time compensable at $25 per hour; and/or (3) up to an additional 5 hours of “documented time” at either $25 per hour, or if you took time from work, at the rate of documented compensation up to $50 per hour, that you believe you incurred as a result of the Morgan Stanley Data Security Incidents. For more information about the Settlement benefits available, please review the Long Form Notice, the Frequently Asked Questions, and the Settlement Agreement before completing your claim.


Documentation:

If you plan to make a claim for reimbursement of out-of-pocket losses and/or additional time spent, documentation must be provided to support your claim. Documents should be clear, readable copies, as anything you submit will not be returned to you. Acceptable documentation includes receipts, voided checks, bank statements, or other documents showing the amount of your losses and/or a detailed narrative description.

If you are filing online, please have this information ready before you start to file, as your claim will not be saved if you have to come back and finish at a later time. Documents that are uploaded must be less than 20 MB per file and in one of these formats: jpg, jpeg, png, gif, tif, tiff, doc, docx, xls, xlsx, pdf, txt, rtf, or zip. If you are unable to electronically upload a copy of your documents as part of the online Claim Form, you will need to mail a printed Claim Form along with your documentation to the Settlement Administrator.


File Online:

After clicking the button below, you will be asked to provide the Unique ID you received with your Notice from the Settlement Administrator. If you did not receive a Notice or have lost yours, please contact the Settlement Administrator to obtain your Unique ID. You will be asked to provide your contact information, detailed information about the losses you incurred, and any documentation you wish to provide. Please have all your documentation as described above ready, as your Claim will not be saved if you have to come back and finish at a later time.

Please click the button below to get started.


After submitting your completed claim online, you will receive an email with a Confirmation Code for your completed submission. Receipt of a Confirmation Code means your claim was successfully submitted. If additional information is required to complete your claim, you will be contacted by the Settlement Administrator.


File by Mail:

If you wish to submit a claim via standard mail, you may download a copy of the Claim Form here. You will need to provide all of the information requested on the Claim Form, attach any supporting documentation, sign it, and date it. Then, mail it to the following address:

Morgan Stanley Data Security Settlement
Settlement Administrator
P.O. Box 6758
Portland, OR 97228-6758


Remember: All Claim Forms must be submitted online or postmarked no later than August 11, 2022.