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• Add Account Holder to Schwab One® Brokerage Account and Associated Schwab Global Account™ | Charles Schwab

  Please complete this form to add an additional account holder to your existing Schwab One brokerage account, your associated Schwab Global Account, and, if applicable, your linked Schwab Bank Investor Checking™ account.

• Estate Planning Checklist | Charles Schwab

  See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

• Mutual Fund Prospectuses: Investor Information | Charles Schwab

  Find the information you need with Schwab prospectuses, performance summaries, and portfolio holdings statements for each fund.

• Personal Defined Benefit Plan | Charles Schwab

  Use Schwab's personal defined benefit plan to make higher retirement contributions. Learn more about a personal defined benefit plan for your business.

• Qualified Retirement Plan (QRP)/Keogh or Individual 401(k) Required Minimum Distribution Request Form | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your QRP/Keogh or Individual 401(k) account.

• Inherited IRA Distribution Calculator: Plan for Your Future | Charles Schwab

  Explore your financial plan as an inherited IRA beneficiary with Schwab's inherited IRA distribution rules calculator. Calculate the required distributions of an inherited IRA.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Charles Schwab Futures & Forex LLC FDM-Specific Disclosure Document | Charles Schwab

• Charles Schwab Futures and Forex LLC FCM-Specific Disclosure Document | Charles Schwab

• Get ready to build your financial plan with a CERTIFIED FINANCIAL PLANNER™ professional | Charles Schwab

  Review the checklist below to make the most of our planning tool and your appointment with a CFP® professional to develop a smarter, more informed financial plan.