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• Learning Quest 529 Plan Designated Beneficiary Change Form | Charles Schwab

  Complete this form if you would like to change the Designated Beneficiary on your Learning Quest 529 Plan Account.

• Trading and Withdrawal Authorization - Schwab Bank Investor Checking™ | Charles Schwab

  Use this form to authorize a third party to act on your behalf in connection with your Individual Retirement Account, your Schwab One brokerage account and, if applicable, your linked Schwab Bank Investor Checking account™.

• How to use hypothetical gain/loss in watchlists | Charles Schwab

  Transferring Accounts

• Schwab 529 College Savings Plan Payroll Direct Deposit Form | Charles Schwab

  Complete this form to start or change the allocation of your Payroll Deduction instructions on your existing Schwab 529 Plan Account(s).

• Asset Inventory Worksheet | Charles Schwab

  No matter what your situation, your first step toward getting your estate plan started is to assemble key pieces of information about your personal circumstances, assets, and debts.

• College Savings Calculator | Charles Schwab

  Use our College Savings Calculator to estimate college costs and your savings goals. Simply answer a few questions.

• 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.

• Schwab 529 Education Savings Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Schwab 529 Plan Account by check or rollover.

• Tax and Estate Planning | Sample Scenarios

  See how Schwab Wealth Advisory helps clients achieve success with tax and estate planning.

• How to sell a bond before maturity | Charles Schwab

  If you need to sell a bond before it's maturity, you can close your position in a few steps starting from your Positions page.Read PDF: How to sell a bond