Form DEFA14A MORGAN STANLEY MORTGAGE

 

 

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

SCHEDULE 14A

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934 (Amendment No. )

 

Filed by the Registrant ☒

 

Filed by a Party other than the Registrant ☐

 

Check the appropriate box:

 

☐	Preliminary Proxy Statement
☐	Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
☐	Definitive Proxy Statement
☒	Definitive Additional Materials
☐	Soliciting Material Under Rule 14a-12

 

MORGAN STANLEY MORTGAGE SECURITIES TRUST

(Name of Registrant as Specified In Its Charter)

 

Payment of Filing Fee (Check the appropriate box):

 

☒	No fee required.
☐	Fee paid previously with preliminary materials.
☐	Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11.

 

 

 

 

Morgan Stanley Mortgage Securities Trust Level I Call Guide (CONFIRM RECEIPT OF PROXY MATERIALS)

 

Good (morning, afternoon, evening). My name is (AGENT’S FULL NAME).

May I please speak with (SHAREHOLDER’S FULL NAME)?

(Re-Greet If Necessary)

 

I am calling on a recorded line regarding your current investment with Morgan Stanley Mortgage Securities Trust. I wanted to confirm that you have received the proxy materials for the Special Meeting of Shareholders scheduled to take place on June 5, 2025.

 

Have you received the information?

(Pause for response)

 

If “Yes” or positive response:

If you’re not able to attend the meeting, I can record your voting instructions by phone.

Your Board of Trustees is recommending a vote “In Favor” of the proposal.

 

If “No” or negative response:

I would be happy to review the meeting agenda with you and record your vote by phone.

However, your Board of Trustees is recommending a vote “In Favor” of the proposal.

 

Would you like to vote along with the Board’s recommendation?

(Pause For Response)

(Review Voting Options with Shareholder If Necessary)

 

If we identify any additional accounts you own with Morgan Stanley Mortgage Securities Trust before the meeting takes place, would you like to vote those accounts in the same manner as well?

(Pause For Response)

 

*Confirmation – I am recording your (Recap Voting Instructions). Today (Today’s Date & Time).

 

For confirmation purposes:

 

	●	Please state your full name. (Pause)
	●	According to our records, you reside in (city, state, zip code). (Pause)
	●	To ensure that we have the correct address for the written confirmation, please state your street address. (Pause)

 

Thank you. You will receive written confirmation of your vote within 3 to 5 business days. Upon receipt, please review and retain for your records. If you should have any questions, please call the toll-free number listed on the confirmation. Mr. /Ms. ___________, your vote is important and your time is greatly appreciated. Thank you and have a good (morning, afternoon, evening.)

 

FOR INTERNAL DISTRIBUTION ONLY

Updated 05-07-2025

 

 

 

Morgan Stanley Mortgage Securities Trust

Level 1 Answering Machine Message

 

Hello.

 

I am calling regarding your investment with Morgan Stanley Mortgage Securities Trust.

 

The Special Meeting of Shareholders is scheduled to take place on June 5, 2025. All shareholders are being asked to consider and vote on an important matter. As of today, your vote has not been registered.

 

Please contact us as soon as possible at 1-888-540-8736 toll-free Monday through Friday between the hours of 9:00am and 10:00pm Eastern Time.

 

Your vote is very important. Thank you and have a good day.