Get Schwab Designated Beneficiary Plan Distribution Authorization Form. App10781-07

Filling out the Schwab Designated Beneficiary Plan Distribution Authorization Form is essential for beneficiaries who need to manage the distribution of a deceased individual’s assets. This guide will provide you with detailed and supportive instructions on how to complete the form accurately and effectively.

Follow the steps to complete the form online

1. Click ‘Get Form’ button to obtain the form and open it in your preferred document editor.
2. Complete the decedent's account information section, ensuring you provide the full name, middle name, last name, and account number of the deceased account holder.
3. Select the Schwab One Distribution Instructions option that best fits your needs: transfer assets to an existing Schwab One account, open a new account, or choose to sell all securities. It is crucial to attach any necessary account applications as specified.
4. If applicable, fill out the Schwab Global Account Distribution Instructions, specifying whether to transfer assets to an existing Schwab Global Account or open a new one.
5. Sign the form to certify that all information provided is true and correct. Include the date you signed the form.
6. Upload the completed form by using secure messaging if you are an existing client with online access. Alternatively, you can fax the form, deliver it to a Schwab branch, or mail it to the appropriate addresses provided in the return instructions.

Complete your Schwab Designated Beneficiary Plan Distribution Authorization Form online today!