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Stock Plan Services Online FormsBelow you will find the forms you need to set up and use your Schwab Equity Award Center® account.
These Schwab forms are not substitutes for forms that your company may require you to complete before initiating an equity award transaction. It is your responsibility to find out whether or not your company requires internal forms.
IF YOU HAVE QUESTIONS ABOUT REQUIRED FORMS, PLEASE CONTACT YOUR COMPANY'S STOCK PLAN ADMINISTRATOR OR CALL SCHWAB STOCK PLAN SERVICES TOLL FREE: 800-654-2593 (International clients may access this toll free number by first dialing an AT&T Direct Dialing Code). Reps are available from 9:00 a.m. to 9:00 p.m. ET, Monday through Friday.
FAILURE TO FILE THE PROPER INTERNAL COMPANY FORMS DIRECTLY WITH THE ISSUING COMPANY MAY DELAY YOUR TRANSACTION. IN ADDITION, YOUR STOCK OPTIONS AND/OR EQUITY AWARDS MAY BECOME WORTHLESS IF REQUIRED PAPERWORK IS NOT RECEIVED BY THE EXPIRATION DATE OF YOUR OPTIONS AND/OR EQUITY AWARDS.
For Assistance Call:
Stock Plan Services Representatives are available from 9am to 9pm Eastern Time. Monday through Friday. All representatives are licensed and capable of helping you with all of your equity compensation and investment needs.
(International clients may access toll free numbers by first dialing an AT&T Direct Dialing Code)