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• 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.

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

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to invest

• 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™.

• 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.

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• 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).

• Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Charles Schwab

  Use this form to apply a non-Schwab Power of Attorney to an existing Schwab account; it serves as the agreement between Schwab and the Durable Power of Attorney Agent designated in the non-Schwab Power of Attorney.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• FDIC insurance | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators Complimentary PlanMore choices. More ways to invest how you want. Explore ways to investcomplex, you may want to use the FDIC's Electronic Deposit Insurance Estimator (EDIE) to calculate your FDIC coverage for FDIC-insured banks where you have deposit accounts. You can also...

• DAFgiving360 | Donor-Advised Fund | Charles Schwab

  Structure your giving, manage your taxes, and simplify your recordkeeping with a DAFgiving360 account.