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• Individual 401(k) Contribution Agreement | Charles Schwab

  All participants, including business owners, must complete this Agreement to indicate the elective deferral amount to have withheld from compensation.

• Market Capitalization Comparison | Charles Schwab

  Non-US equities make up more than 50% of major economies' market capitalization.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Trader Tax: 8949 & Section 1256 Contracts | Charles Schwab

  Traders have special tax considerations, including Form 8949 and Section 1256 contracts. Discover a few tips for tackling the extra filing.

• Wire Transfers Within the U.S. | Charles Schwab

  The quickest way to request a domestic or foreign wire transfer or a retirement distribution is through Schwab.com.

• The Charles Schwab & Co. Guide to Margin | Charles Schwab

  Margin is a tool that can be used to potentially generate greater returns, execute investment strategies, and serve as a source of flexible low cost borrowing for other lending needs.

• Update Your Schwab Brokerage Account | Charles Schwab

  Use this form to add an account holder to your Schwab One account.

• Schwab Bank Direct Deposit Form | Charles Schwab

  To initiate direct deposit into your Schwab Bank account, follow the instructions below.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.

• Schwab Global Account Markets and Pricing | Charles Schwab

  With the Schwab Global Account, you can trade stocks online directly in select foreign markets - in their local currencies.