Personal Defined Benefit Account

Charles Schwab & Co., Inc.

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Brokerage Accounts Individual Retirement Small Business Retirement

Individual 401(k)SEP Personal Defined Benefit QRP (Profit Share)SIMPLE IRA 401(k) Plan Company Retirement Account

Estate Planning College and Custodial Personal Choice Retirement Account (PCRA)

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Open a Schwab Personal Defined Benefit Account

Schwab’s Personal Defined Benefit Plan provides self-employed individuals (and any participating employees) a lifetime payment, or “benefit," at retirement.

Our dedicated team of actuaries will design a detailed customized funding proposal to give you the information you need to decide if this plan is right for you. Once received, Schwab will contact you to review your proposal and work with you to establish your account.

Follow these instructions to receive your complimentary Schwab Personal Defined Benefit funding proposal.

1. Once you understand how a Personal Defined Benefit plan works, complete the Funding Proposal Worksheet
Download and print the following information
Personal Defined Benefit Plan Fact Sheet	Download
Personal Defined Benefit Q&A Questions and Answers about the Personal DB	Download
Download, print and complete the following document
Schwab Personal Defined Benefit Plan Funding Proposal Worksheet (to establish your plan for the 2006 tax year, worksheet must be received by Schwab by December 1, 2006)	Download
2. Return required document to Schwab
Return your completed Schwab Personal Defined Benefit Plan Funding Proposal Worksheet to the address or fax number listed below: Schwab Personal Defined Benefit Department Charles Schwab & Co. Inc. PO BOX 407 Richfield, OH 44286-0407 Fax: 330-908-4414

If you have any questions about the Schwab Personal Defined Benefit Plan or for assistance in completing the forms, call us at 800-694-9449 or visit the Schwab branch nearest you

(1006-6028)