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Charles Schwab & Co., Inc.
SEP-IRA Adoption Agreement
Used to establish SEP IRA, in addition to application and employer agreement
Lit No: APP20210-07
Revised: 09/01/2013
Form ID: 918
Publish: 10/30/2013
Details
Charles Schwab & Co., Inc.
SEP-IRA Transmittal
To be sent to Schwab when employer contributions are being made
Lit No: APP20208-04
Revised: 08/01/2012
Form ID: 919
Publish: 09/11/2014
Details
Charles Schwab & Co., Inc.
SEP-IRA Employee Outline
Employee form to be used with the Adoption Agreement. Do not return to Schwab
Lit No: APP14239-06
Revised: 12/01/2009
Form ID: 921
Publish: 07/26/2011
Details
Charles Schwab & Co., Inc.
SIMPLE IRA Contribution Transmittal
To be sent to Schwab when employer contributions and Employee deferrals are being made
Lit No: APP20102-08
Revised: 10/01/2013
Form ID: 933
Publish: 10/15/2013
Details
Charles Schwab & Co., Inc.
SIMPLE IRA Employer's Agreement with Schwab
SIMPLE-IRA Employer Agreement
Lit No: APP20101-11
Revised: 11/01/2014
Form ID: 935
Publish: 11/17/2014
Details
Charles Schwab & Co., Inc.
SIMPLE IRA Elective Deferral Agreement
Employee form to be used to establish deferral. Do not return to Schwab.
Lit No: REG20182-17
Revised: 01/01/2017
Form ID: 936
Publish: 09/13/2017
Details
Charles Schwab & Co., Inc.
SIMPLE IRA Adoption Agreement
Used to establish SIMPLE- IRA. Employer document
Lit No: APP20100-06
Revised: 09/01/2013
Form ID: 937
Publish: 10/30/2013
Details
Charles Schwab & Co., Inc.
Transfer of Account
Transfer assets from a different custodian to Schwab
Lit No: APP10864-26
Revised: 11/01/2016
Form ID: 940
Publish: 03/16/2017
Details
Charles Schwab & Co., Inc.
Beneficiary Designation
Beneficiary designation for IRA and 403(b)(7) accounts
Lit No: APP12461-11
Revised: 04/01/2017
Form ID: 942
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
403(b)(7) Distribution
For use with taking a distribution from a 403(b)(7) account
Lit No: APP12338-08
Revised: 08/01/2008
Form ID: 944
Publish: 09/11/2014
Details
Charles Schwab & Co., Inc.
IRA Distribution
For use with taking a distribution from a Traditional/Rollover IRA, ROTH IRA, SEP-IRA, SIMPLE IRA, Inherited IRA, Inherited ROTH IRA
Lit No: APP12179-19
Revised: 07/01/2017
Form ID: 945
Publish: 08/10/2017
Details
Charles Schwab & Co., Inc.
Change of Address
For use in changing account holder address or interested party. Not for use when changing a US address to an international address.
Lit No: APP12237-09
Revised: 06/01/2014
Form ID: 3242
Publish: 07/23/2014
Details
Charles Schwab & Co., Inc.
Affidavit of Domicile
Required to document legal residency of deceased
Lit No: APP20325-04
Revised: 08/01/2012
Form ID: 3244
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
Issuer Communications and Release of Information
Used to authorize proxies, corporate actions, tender offers, etc. be sent to the Advisor
Lit No: APP20271-03
Revised: 09/01/2013
Form ID: 3245
Publish: 10/18/2013
Details
Charles Schwab & Co., Inc.
QRP Employer's Agreement with Schwab
Employer Agreement
Lit No: APP20217-11
Revised: 11/01/2014
Form ID: 3248
Publish: 11/20/2014
Details
Charles Schwab & Co., Inc.
QRP Census Form (Participant/Employee Census)
Employee Census Form
Lit No: APP22336-03
Revised: 08/01/2012
Form ID: 3249
Publish: 10/11/2012
Details
Charles Schwab & Co., Inc.
Letter of Authorization (LOA) Transfer of Restrict
For use in transferring or re-registering restricted stock
Lit No: APP22203-03
Revised: 11/01/2016
Form ID: 3251
Publish: 11/15/2017
Details
Charles Schwab & Co., Inc.
QRP Designation of Beneficiary(ies)
Beneficiary designation for Qualified Retirement Plan (QRP) or Individual 401(k) Accounts
Lit No: APP20222-09
Revised: 11/01/2014
Form ID: 3253
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Delink Request Form
For use in removing client accounts from a master account number
Lit No: APP22165-03
Revised: 02/01/2010
Form ID: 3254
Publish: 08/26/2015
Details
Charles Schwab & Co., Inc.
Limited Power of Attorney (LPOA)
For use in granting limited authority to Investment Advisor over existing brokerage account
Lit No: APP10504-23
Revised: 07/01/2017
Form ID: 3357
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
AS Options Trading and Margin Application
Use this form to add or remove options, margin or short account trading
Lit No: APP10508-23
Revised: 09/01/2017
Form ID: 3358
Publish: 09/05/2017
Details
Charles Schwab & Co., Inc.
Dollar Cost Averaging Application
For use in enrolling, changing or terminating dollar cost averaging
Lit No: APP10855-14
Revised: 11/01/2017
Form ID: 3360
Publish: 01/03/2018
Details
Charles Schwab & Co., Inc.
Check and Journal Request
For use in establishing, changing or terminating standing instructions or taking a distribution.
Lit No: APP12242-16
Revised: 09/01/2017
Form ID: 3364
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Power of Attorney
For use in authorizing an Attorney-In-Fact to act on client's behalf. Not for use with international accounts.
Lit No: APP25065-12
Revised: 01/01/2017
Form ID: 3836
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
Designated Beneficiary Plan Agreement
For use in designating, changing or terminating a beneficiary on a non-qualified account. (Only available for Schwab One Accounts). Not available in Louisiana
Lit No: APP12439-13
Revised: 04/01/2017
Form ID: 5041
Publish: 05/11/2017
Details
Charles Schwab & Co., Inc.
Schwab One Account App for Personal Accounts
New Account Application for Non-Qualified Account
Lit No: APP13582-34
Revised: 01/01/2018
Form ID: 5991
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Company Retirement Account Application
For use in opening a new or an additional Company Retirement Account
Lit No: APP10803-28
Revised: 01/01/2018
Form ID: 5997
Publish: 01/23/2018
Details
Charles Schwab & Co., Inc.
Statement Bundling Letter of Authorization
For use in authorizing Schwab to bundle multiple statements in one envelope
Lit No: APP23626-04
Revised: 09/01/2013
Form ID: 6108
Publish: 10/15/2013
Details
Charles Schwab & Co., Inc.
IRA Account Application
For use in opening a Traditional IRA, ROTH IRA, Custodial IRA, Educational Savings Account, SIMPLE IRA, SEP IRA
Lit No: APP10539-47
Revised: 01/01/2018
Form ID: 6109
Publish: 01/19/2018
Details
Charles Schwab & Co., Inc.
MoneyLink Electronic Funds Transfer
Used to establish standing ACH instructions, set up direct, ongoing payments, change or terminate existing electronic payment plans
Lit No: APP20124-19
Revised: 07/01/2017
Form ID: 6586
Publish: 07/28/2017
Details
Charles Schwab & Co., Inc.
Account Application Addendum
For use in adding an additional account holder, Co-Trustee/Custodian or Co-Executor. Must be accompanied by completed application or form.
Lit No: APP20079-09
Revised: 10/01/2015
Form ID: 6874
Publish: 11/16/2015
Details
Charles Schwab & Co., Inc.
529 College Savings Plan Account Application
For use in opening a Schwab 529 plan. This plan is only available to US citizens and resident aliens
Lit No: APP25665-12
Revised: 07/01/2017
Form ID: 6875
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
529 College Savings Plan Agent Authorization/LPOA
For use in designating or changing a Financial Advisor on the account
Lit No: APP25937-02
Revised: 12/01/2016
Form ID: 6876
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Individual 401(K) Adoption Agreement
This agreement is to be completed by Self-Employed Individuals, Owner-Only Business or Owner-Spouse Businesses, including Sole Proprietors, C-Corporations, S-Corporations, Partnerships and LLC's.
Lit No: REG30724-04
Revised: 01/01/2015
Form ID: 6880
Publish: 10/01/2015
Details
Charles Schwab & Co., Inc.
Individual 401(k) Account Application
To be used in conjunction with the Individual 401(K) Adoption Agreement
Lit No: APP30718SI-22
Revised: 06/01/2016
Form ID: 6887
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Supplemental Trust Account App for Entity Trustee
To be used in conjunction with the Trust Application when an Entity is the Trustee.
Lit No: APP12445-13
Revised: 10/01/2015
Form ID: 8083
Publish: 11/16/2015
Details
Charles Schwab & Co., Inc.
Add Schwab Bank High Yield Investor Checking
To be used to establish a Schwab Bank High Yield Checking Account
Lit No: APP32394-11
Revised: 01/01/2018
Form ID: 9575
Publish: 01/29/2018
Details
Charles Schwab & Co., Inc.
Wire Transfer LOA
To be used to create one time or standing instructions. Not for use with Custodial Accounts, 529, Education Savings, IRA, 403(b)(7), Individual 401K or QRP accounts.
Lit No: APP20201-12
Revised: 07/01/2017
Form ID: 9579
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Mgd Acct Con/Marketplace Delegation of Adv Authori
To be used with only Managed Account Marketplace Accounts. This form constitutes a limited power of attorney for an advisor to open new managed accounts and or change/terminate a Money Manager for a
Lit No: APP25630PDF-08
Revised: 07/01/2017
Form ID: 9581
Publish: 08/10/2017
Details
Charles Schwab & Co., Inc.
Management Fee Letter of Authorization
Authorization to bill fees on the account.
Lit No: APP22302-04
Revised: 11/01/2012
Form ID: 9583
Publish: 11/29/2012
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace LPOA
Money Manager Limited Power of Attorney
Lit No: APP20372-16
Revised: 07/01/2017
Form ID: 9584
Publish: 08/10/2017
Details
Charles Schwab & Co., Inc.
Authorization to Pay Fees to Investment Advisors
This form authorizes the Advisor to deduct fees from the client's account
Lit No: APP20315-04
Revised: 09/01/2013
Form ID: 9586
Publish: 10/03/2013
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace TAMP IRA Application
IRA Application for use with Third Party Asset Management Providers
Lit No: APP20087SITMP-14
Revised: 07/01/2017
Form ID: 9588
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace TAMP Account App
Managed Account Application for Third Party Asset Management Providers
Lit No: APP20284SITMP-17
Revised: 07/01/2017
Form ID: 9589
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
IRA Recharacterization or Excess Withdrawal
To be used to recharacterize a contribution, recharacterize a conversion, or remove an excess contribution
Lit No: APP13618-07
Revised: 06/01/2016
Form ID: 9590
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
Second Name Letter/Name Change Form
This form is used to provide any other names the client is known by or to change name
Lit No: APP20312-04
Revised: 12/01/2013
Form ID: 10011
Publish: 12/29/2014
Details
Charles Schwab & Co., Inc.
Irrevocable Stock or Bond Power
To be used to transfer, assign or sell stocks, bonds or mutual funds to Schwab
Lit No: APP20292-02
Revised: 11/01/2008
Form ID: 10434
Publish: 07/26/2011
Details
Charles Schwab & Co., Inc.
Update Your Schwab or Schwab One Account
Use this form for various account maintenance requests, such as adding an additional account holder, add checks, debit card and Bill Pay, convert brokerage account to Schwab One, etc.
Lit No: APP36776-18
Revised: 07/01/2017
Form ID: 14704
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Attorney-In-Fact Agrmt & Affidavit Non-Schwab POA
To be used for applying a non-Schwab Power of Attorney to a new or existing Schwab account
Lit No: APP34482-11
Revised: 07/01/2016
Form ID: 16283
Publish: 07/29/2016
Details
Charles Schwab & Co., Inc.
Account Closure
To be used to request closure of account(s)
Lit No: APP36078-04
Revised: 09/01/2013
Form ID: 16293
Publish: 10/27/2017
Details
Charles Schwab & Co., Inc.
Inherited IRA Account Application
Use this application when an individual is named as beneficiary
Lit No: APP38899-10
Revised: 07/01/2017
Form ID: 16294
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Third-Party Release
To be used when a certificate is registered in a name other than the account
Lit No: APP20326-07
Revised: 01/01/2017
Form ID: 21796
Publish: 02/10/2017
Details
Charles Schwab & Co., Inc.
MoneyLink For 529 Plan and Learning Quest Accts
Establishes standing authorization to request electronic fund transfers from your Schwab account to your 529. There is a $25.00 monthly minimum
Lit No: APP26940-03
Revised: 06/01/2015
Form ID: 21805
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Trustee Change
To be used to add or remove Trustee or both
Lit No: APP34372-10
Revised: 07/01/2017
Form ID: 21811
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Individual 401(k) Distribution Request
To be used to take a distribution from an individual 401(k) account
Lit No: APP36151-03
Revised: 11/01/2017
Form ID: 21814
Publish: 02/12/2018
Details
Charles Schwab & Co., Inc.
SEP-IRA Employer's Agreement with Schwab
Employer Agreement. To be returned to Schwab
Lit No: APP20209-09
Revised: 11/01/2014
Form ID: 22235
Publish: 08/25/2017
Details
Charles Schwab & Co., Inc.
Asset-Based to Transaction-Based Pricing Convrsion
To be used when moving from Asset Based Pricing to Transaction Based
Lit No: APP34236-04
Revised: 12/01/2015
Form ID: 22324
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Custodial Account Distribution Form
Not for use when requesting a distribution from a Custodial IRA.
Lit No: APP20306-08
Revised: 07/01/2017
Form ID: 22333
Publish: 10/23/2017
Details
Charles Schwab & Co., Inc.
Managed Accounts Pledged Asset Account Agreement
Agreement to pledge security(ies)
Lit No: APP22363-06
Revised: 07/01/2014
Form ID: 23498
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Trade Confirmation Report Subscription
To be used to consolidate trade confirmations into one single report, which is mailed quarterly
Lit No: APP26966-04
Revised: 09/01/2013
Form ID: 23499
Publish: 09/20/2013
Details
Charles Schwab & Co., Inc.
QRP and Keogh Distribution Request
To be used when taking a distribution from a QRP Profit Sharing, Money Purchase Pension or Keogh Plan
Lit No: APP35811-06
Revised: 03/01/2014
Form ID: 23500
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Alternative Investment Letter of Authorization
To be used when requesting Schwab to custody an Alternative Investment
Lit No: APP47122AS-11
Revised: 04/01/2017
Form ID: 23503
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Individual 401(k) Plan Summary Plan Description
Summary Plan Description
Lit No: REG48691-02
Revised: 10/01/2014
Form ID: 23505
Publish: 08/05/2015
Details
Charles Schwab & Co., Inc.
529 College Savings Plan Incoming Rollover
To be used to initiate a direct rollover from another 529 or ESA account to an existing Schwab account
Lit No: APP25948-05
Revised: 05/01/2017
Form ID: 23506
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
SIMPLE IRA Participant Notice/Summary Description
SIMPLE Participant notice and summary description
Lit No: REG20178-19
Revised: 01/01/2017
Form ID: 23507
Publish: 09/13/2017
Details
Charles Schwab & Co., Inc.
Individual 401(k) Elective Deferral Agreement
To be used to indicate the Elective Deferral Amount. This form is not sent to Schwab
Lit No: REG30710SI-01
Revised: 08/01/2012
Form ID: 23508
Publish: 09/04/2012
Details
Charles Schwab & Co., Inc.
Personal Trust Reporting Services Enrollment
Lit No: APP38781-04
Revised: 04/01/2017
Form ID: 23547
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Custodial Account Beneficiary Disbursement Form
To be used when withdrawing all assets after the custodial beneficiary has reached the age of custodial termination
Lit No: APP37043-02
Revised: 09/01/2012
Form ID: 24289
Publish: 10/24/2017
Details
Charles Schwab & Co., Inc.
Schwab Qualified Retirement Plan (QRP)
Participant Account Application
Lit No: APP20218-23
Revised: 06/01/2016
Form ID: 27560
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Change Authorized Individual Authorization
To be used when adding or revoking existing Authorized Individuals. Not for use with Partnerships.
Lit No: APP65660-06
Revised: 07/01/2017
Form ID: 27926
Publish: 01/16/2018
Details
Charles Schwab & Co., Inc.
Schwab One Account App for Non Incorporated
To be used for opening non-incorporated organizations (sole proprietorships, partnerships, LLC and unincorporated associations, etc.)
Lit No: APP65298-12
Revised: 07/01/2017
Form ID: 27927
Publish: 01/19/2018
Details
Charles Schwab & Co., Inc.
Schwab One Account Application for Incorporated
To be used for opening incorporated accounts
Lit No: APP62768-12
Revised: 07/01/2017
Form ID: 27928
Publish: 01/19/2018
Details
Charles Schwab & Co., Inc.
Schwab Qualified Retirement Plan (QRP) Adoption
Agreement, Simplified Money Purchase Pension Plan
Lit No: APP20215-07
Revised: 09/01/2013
Form ID: 29155
Publish: 10/03/2013
Details
Charles Schwab & Co., Inc.
Qualified Retirement Plan (QRP) Simplified Profit
Sharing Plan Adoption Agreement
Lit No: APP20216-07
Revised: 09/01/2013
Form ID: 29156
Publish: 10/03/2013
Details
Charles Schwab & Co., Inc.
Contribution Transmittal
For use when making contributions to participant and business owner accounts
Lit No: APP30709SI-03
Revised: 03/01/2012
Form ID: 29157
Publish: 06/11/2012
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace IRA Account App
IRA Application for use in the Managed Account Marketplace
Lit No: APP20087-29
Revised: 07/01/2017
Form ID: 29273
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace Account Application
Account Application for use in the Managed Account Marketplace
Lit No: APP20284-32
Revised: 07/01/2017
Form ID: 29274
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Tax Withholding Election for IRA's
To be used when changing existing tax withholding on IRA Accounts
Lit No: APP35724-04
Revised: 08/01/2012
Form ID: 29984
Publish: 11/01/2017
Details
Charles Schwab & Co., Inc.
Money Movement Cover Letter
To be used to set up third party wire or check instructions. Not to be sent to the client
Lit No: MKT69724-03
Revised: 07/01/2017
Form ID: 30393
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Update Your Schwab One Organization Account
for Incorporated and Non-Incorporated Organizations
Lit No: APP67998-07
Revised: 07/01/2017
Form ID: 30895
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Asset Based Pricing Addendum TAMP
Lit No: APP22150-08
Revised: 02/01/2016
Form ID: 31557
Publish: 08/07/2017
Details
Charles Schwab & Co., Inc.
State Income Tax Withholding Information for IRAs
Chart of state income tax withholding
Lit No: REG34287-05
Revised: 12/01/2012
Form ID: 33954
Publish: 08/20/2013
Details
Charles Schwab & Co., Inc.
Single Billing Account Designation
To be used to designate a single billing account
Lit No: APP39730-03
Revised: 09/01/2013
Form ID: 34443
Publish: 10/25/2013
Details
Charles Schwab & Co., Inc.
Schwab One Account App for Trust Accounts
Account Application for opening a Schwab One Trust Account
Lit No: APP35101-06
Revised: 07/01/2017
Form ID: 38320
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace TAMP Trust Account App
Account Application for opening a Trust Account in the Managed Account Marketplace (TAMP)
Lit No: APP83344-07
Revised: 07/01/2017
Form ID: 40023
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Company Retirement Account Fee Disclosure
Fee disclosure worksheet for Company Retirement Plan. Form should be returned to Advisor
Lit No: REG66083-01
Revised: 06/01/2016
Form ID: 40082
Publish: 03/09/2017
Details
Charles Schwab & Co., Inc.
Authorization to Purchase Offshore Inv Shares
To be used when authorizing the purchase of offshore investment shares. Must be signed and sent from outside the US
Lit No: APP20258-11
Revised: 09/01/2015
Form ID: 40084
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
Schwab One International Trust Application
Application to open a Schwab One International Trust Account
Lit No: APP36969-15
Revised: 11/01/2016
Form ID: 40085
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Checkwriting & Visa Debit App for Organizations
Use this form to add checkwriting and debit card to Schwab One Organization accounts
Lit No: APP78815-02
Revised: 10/01/2017
Form ID: 40086
Publish: 10/04/2017
Details
Charles Schwab & Co., Inc.
529 College Savings Plan
Guide and Participant Agreement to 529 College Savings Plan
Lit No: REG25668-16
Revised: 07/01/2016
Form ID: 40087
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
SEP-IRA Basic Plan Document
SEP-IRA Plan Document
Lit No: REG31117
Revised: 09/01/2005
Form ID: 40088
Publish: 02/09/2015
Details
Charles Schwab & Co., Inc.
Personal Defined Benefit Fund Proposal Worksheet
Funding
Lit No: SLS25634-07
Revised: 04/01/2016
Form ID: 40089
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Alternative Invest OneSource Letter of Instruction
Alternative investment letter of instruction
Lit No: APP31788-03
Revised: 01/01/2015
Form ID: 41918
Publish: 06/10/2015
Details
Charles Schwab & Co., Inc.
Prime Broekrage Amendment (Account Holder)
Please contact Service Team prior to using this form
Lit No: APP12234-09
Revised: 04/01/2014
Form ID: 44222
Publish: 08/25/2015
Details
Charles Schwab & Co., Inc.
Durable Power Of Attorney - CW
For use in all states except NY and PA
Lit No: APP77362-03
Revised: 12/01/2015
Form ID: 44968
Publish: 06/05/2017
Details
Charles Schwab & Co., Inc.
Durable Power Of Attorney - PA
For use in PA only
Lit No: APP81535-02
Revised: 12/01/2015
Form ID: 44969
Publish: 06/05/2017
Details
Charles Schwab & Co., Inc.
Durable Power Of Attorney - NY
For use in NY only
Lit No: APP77345-05
Revised: 12/01/2015
Form ID: 44970
Publish: 06/05/2017
Details
Charles Schwab & Co., Inc.
Add Schwab Bank High Yield Investor To Trust Acct
to Your Schwab One Brokerage Trust Account
Lit No: APP88308-03
Revised: 07/01/2017
Form ID: 45428
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace Add Change Manager
Managed Account Select and Managed Account Access Add or Change Money Manager
Lit No: APP42669-19
Revised: 07/01/2017
Form ID: 48384
Publish: 01/18/2018
Details
Charles Schwab & Co., Inc.
IRA & ESA Divorce Transfer Application
Use this form to transfer assets as a result of divorce
Lit No: APP90843
Revised: 06/01/2016
Form ID: 49044
Publish: 06/10/2016
Details
Charles Schwab & Co., Inc.
ESA Distribution Application
Use this form to request a distribution or change existing distributions from an ESA account
Lit No: APP90829-01
Revised: 07/01/2017
Form ID: 49046
Publish: 08/10/2017
Details
Charles Schwab & Co., Inc.
Alternative Investment Billing Account Designation
Use this form to designate a different account to pay the annual AI maintenance fee
Lit No: APP57050-03
Revised: 09/01/2017
Form ID: 50092
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Alternative Investment Asset Review Request
Use this form for each alternative investment that the client would like Schwab to consider holding in custody
Lit No: APP91364-01
Revised: 06/01/2016
Form ID: 50094
Publish: 09/22/2016
Details
Charles Schwab & Co., Inc.
Inherited IRA for an Estate Beneficiary
To be used when an estate is named as beneficiary
Lit No: APP92525-02
Revised: 07/01/2017
Form ID: 51252
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Inherited IRA Application for a Trust Beneficiary
To be used when a trust is named as beneficiary
Lit No: APP92526-02
Revised: 07/01/2017
Form ID: 51253
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Inherited IRA App. for an Organization Beneficiary
To be used when an organization is named as beneficiary
Lit No: APP92530-02
Revised: 07/01/2017
Form ID: 51254
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Custodial / Minor IRA Account Application
For use when establishing a Custodial Traditional or ROTH account
Lit No: APP93414-02
Revised: 07/01/2017
Form ID: 51444
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
ESA Application
For use when establishing an Educational Savings Account
Lit No: APP93352-02
Revised: 07/01/2017
Form ID: 51445
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace LPOA Third-Party
For use with Third-Party Asset Management Providers
Lit No: APP67450-06
Revised: 07/01/2017
Form ID: 52079
Publish: 09/21/2017
Details
Charles Schwab & Co., Inc.
S1 Personal Account Application for Use With TAMPs
Lit No: APP91587-02
Revised: 07/01/2017
Form ID: 53388
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Step Up Cost Basis to Date of Death
Lit No: APP69525-02
Revised: 04/01/2015
Form ID: 54455
Publish: 02/22/2017
Details
Charles Schwab & Co., Inc.
Personal Choice Retirement Account- LPOA
Lit No: APP27040-08
Revised: 03/01/2016
Form ID: 55751
Publish: 05/09/2017
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace - Add or Change Money
Lit No: APP93501-03
Revised: 07/01/2017
Form ID: 57666
Publish: 01/17/2018
Details
Charles Schwab & Co., Inc.
Managed Account Marketplace Account App for Trust
Lit No: APP83332-06
Revised: 07/01/2017
Form ID: 57668
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Charitable Account Application
for Donor-Advised Fund Account
Lit No: APP70550-10
Revised: 08/01/2017
Form ID: 58172
Publish: 01/11/2018
Details
Charles Schwab & Co., Inc.
Charitable Agency Agreement for Conveying
Donor's Grant Recommendations
Lit No: APP67305-01
Revised: 09/01/2015
Form ID: 58173
Publish: 08/21/2017
Details
Charles Schwab & Co., Inc.
Charitable Contribute to Your Donor-Advised
Fund Account
Lit No: APP20090-23
Revised: 12/01/2017
Form ID: 58174
Publish: 01/16/2018
Details
Charles Schwab & Co., Inc.
Charitable Investment Advisory Agreement
Lit No: REG56762L-3
Revised: 12/01/2015
Form ID: 58175
Publish: 08/21/2017
Details
Charles Schwab & Co., Inc.
Charitable Investment Policy Statement
Lit No: MKT56760-02
Revised: 12/01/2015
Form ID: 58176
Publish: 08/21/2017
Details
Charles Schwab & Co., Inc.
Charitable Recommend a Grant to Charity
Lit No: APP20091-13
Revised: 09/01/2016
Form ID: 58177
Publish: 08/21/2017
Details
Charles Schwab & Co., Inc.
Charitable Transfer of Assets
Lit No: APP93638-01
Revised: 11/01/2016
Form ID: 58178
Publish: 08/21/2017
Details
Charles Schwab & Co., Inc.
Charitable Update Donor-Advised Fund Acct.
Lit No: APP20092-24
Revised: 09/01/2016
Form ID: 58179
Publish: 08/22/2017
Details
Charles Schwab & Co., Inc.
ESA Designated Beneficiary/Authorized Person LOA
Lit No: APP26288-03
Revised: 09/01/2017
Form ID: 59097
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Dividend Reinvestment
Lit No: APP36121-01
Revised: 10/01/2017
Form ID: 59099
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Managed Account Select Access Withdrawal
Lit No: APP24900-11
Revised: 08/01/2017
Form ID: 59101
Publish: 11/02/2017
Details
Charles Schwab & Co., Inc.
Charitable Gift Transfer Letter of Authorization
Lit No: APP39630-05
Revised: 02/01/2016
Form ID: 59997
Publish: 12/18/2017
Details
Charles Schwab & Co., Inc.
Standing Instructions for Checks and Journals
Lit No: APP56209-06
Revised: 07/01/2017
Form ID: 60000
Publish: 12/19/2017
Details
Charles Schwab & Co., Inc.
View Only Authorization
Lit No: APP81688-05
Revised: 06/01/2017
Form ID: 60001
Publish: 12/19/2017
Details
Charles Schwab & Co., Inc.
Standing Ins for Alternating Mailing Address
Lit No: APP59462-01
Revised: 04/01/2012
Form ID: 60006
Publish: 12/19/2017
Details
Charles Schwab & Co., Inc.
Add a Trusted Contact Person
Lit No: APP97981-00
Revised: 01/01/2018
Form ID: 60277
Publish: 01/10/2018
Details
Charles Schwab & Co., Inc.
Schwab One International Corporate Account App
Lit No: APP98279-00
Revised: 01/01/2018
Form ID: 60282
Publish: 01/24/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Blackstone Real Estate Income Trust
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald --NEW--
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds --NEW--
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steadfast Capital Markets Group
Steben & Company
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP --NEW--
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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