Opening an Account

U.S./Domestic Stock Plan Services Schwab One® Account Application/Employee Stock Option Exercise and Equity Award Agreement: Required to open your Schwab account and to authorize Schwab to perform an equity award transaction. Includes Transfer of Account form.

Schwab One International® Application, W-8BEN, and Employee Stock Option Exercise and Equity Award Agreement: Required to open your Schwab account and to authorize Schwab to exercise your employee stock options.

Checklist for completing the international application

W-8BEN: If you are a nonresident alien (NRA) or foreign entity, you should use this form to establish your foreign status for U.S. withholding tax purposes.

You must complete and sign this form to:

• Update changes to NRA status 
• Recertify NRA status every third calendar year

Transferring Assets

Domestic Wire Transfer Request: Required to transfer money from Schwab to an outside account. A $25.00 wire transfer fee may apply. To avoid processing delays, be sure to complete all fields, including account numbers and your signature, and fax the form to 877-471-6934.

International Wire Transfers Authorization Form: Wire Transfers Authorization form for participants outside the U.S. A wire transfer fee may apply. To avoid processing delays, be sure to complete all fields, including account numbers and your signature. Please fax the completed form to 877-471-6934. Note: Funds are available for transfer on or after the settlement date.

Schwab MoneyLink® Enrollment: Required to electronically transfer funds between your Schwab accounts and accounts at other U.S. financial institutions.

Transfer of Account: Required to transfer securities and/or funds from another financial institution.