Get Change Of Authorized Individual - Schwabcdncom

The Change Of Authorized Individual form allows organizations to update their list of authorized individuals, either by adding new individuals or revoking existing ones. This guide will provide clear and concise instructions for navigating the online form and ensuring all necessary information is accurately submitted.

Follow the steps to complete the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the account information for your organization, including the name, tax ID number, and account number. This information is essential for Schwab to verify the identity of your organization.
3. Provide the required information about your organization’s primary business or professional activity. Input the six-digit NAICS code, country of incorporation, and state of incorporation or establishment.
4. Decide whether you are adding new Authorized Individual(s) or revoking existing ones. If adding, enter their full names in the designated fields and complete the subsequent sections for each individual.
5. Complete the section for each new Authorized Individual. This includes their residential address, telephone numbers, date of birth, and occupation. Be sure to check the appropriate title or capacity boxes.
6. If applicable, answer questions regarding the affiliation of Authorized Individuals with any securities exchanges. This may require documentation if yes is selected.
7. Collect signatures from all new Authorized Individuals within the designated signature section. Each individual must sign and print their name along with their title and the date.
8. Finally, review all sections for accuracy. Save your changes, then download or print the completed form for submission to Schwab.

Complete your Change Of Authorized Individual form online today!