Take the next step to Open a Schwab Personal Defined Benefit Plan

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 funding proposal.

Step 1 – Complete the Funding Proposal Worksheet
Download and print the following information
Learn about the Schwab Personal Defined Benefit Plan	Fact Sheet
Read our Q&A Guide	Q&A Guide
Download, print and complete the following document
Fill out this form so our team can create your proposal	Funding Proposal Worksheet
Step 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. To establish your plan for the 2009 tax year, your worksheet must be received by November 13, 2009.
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

(0807-6719)