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• IRA Beneficiary Form | Charles Schwab

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

• How to transfer funds out of your account | Charles Schwab

  Discover the different ways to transfer funds from your Schwab account.

• OTC (Over-the-Counter) Markets: Trading & Securities | Charles Schwab

  Dive into the world of OTC markets and securities to understand their role in the financial landscape. Explore the benefits and risks of trading OTC.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Trustee and Custodial Agreement | 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

• SEP-IRA for Employees | Charles Schwab

  Save for your future and gain valuable tax benefits with your Schwab SEP-IRA (Simplified Employee Pension Plan).

• Mid-Year Statement of Financial Condition | Charles Schwab

  Charles Schwab & Co., Inc. notes to Statement of Financial Condition.

• How to apply for margin borrowing | Charles Schwab

  Learn how to submit a margin funds application to trade with margin funds on Schwab.com

• Affidavit of Domicile | Charles Schwab

  This affidavit is made for the purpose of securing the transfer or delivery of property owned at the time of the decedent’s death to a purchaser or the person(s) legally entitled thereto under the laws of the state of the decedent’s domicile.

• How to use fund finder | 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