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• Trustee and Custodial Agreement | Charles Schwab

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Loss of a Loved One - Financial Inventory Checklist | Charles Schwab

  At this time, getting organized can help you feel more in control. Use this checklist to help gather the documents you’ll need to settle your loved one’s affairs.

• College Savings Calculator | Charles Schwab

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

• Protect yourself from financial fraud. | Charles Schwab

  How to identify, avoid, and report common scams.

• 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.

• Schwab Bank Wire Transfer Request and Authorization | Charles Schwab

  We may need to confirm your instructions prior to processing your request. To avoid delay, please complete all required fields and provide your telephone number requested in Section 2.

• 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.

• How to use Schwab Mobile Deposit™ | Charles Schwab

  Quickly & securely deposit checks into your account using the Schwab mobile app.

• Schwab Futures and Forex daily Forex obligation July 2025 | Charles Schwab