Skip to content

Find a Branch
Site Search

- Advice Solutions
- Financial Planning
- Pricing
- Transferring Accounts
  - Costs and Considerations
- Other Details
  - Client Relationship Summaries
$0 online equity trade commissions + Satisfaction Guarantee.
See our pricing
- The Schwab Difference
- Ways to Invest with Us
- How We Compare
  - Compare Us to Our Competitors
  - See Our #1 Rankings
More choices. More ways to invest how you want.
Explore ways to invest
- Insights & Education
- Trading
  - Overview
  - thinkorswim Demos
- Market Commentary
- Planning & Retirement
- Media

Open an Account Log In

IRA Beneficiary Form

This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account.

Loading...

(1022-2T3K)

Investment and Insurance Products: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • No Bank Guarantee • May Lose Value

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

SchwabSafe
Privacy
Additional Schwab Sites
Site Map
Business Continuity
Financial Statement
Accessibility Help
Contact Us
About Schwab
Careers
Investment Professionals' Compensation
Important Notices
Account Protection
SIPC®
FDIC Insurance
FINRA's Broker Check
Bank Client Complaints
Client Relationship Summaries

(1124-0VG4)