Get Add An Account Holder To Your Schwab One Brokerage Account And Linked Schwab Bank High Yield

This guide provides clear, step-by-step instructions for filling out the Add An Account Holder To Your Schwab One Brokerage Account And Linked Schwab Bank High Yield form online. Ensuring accurate completion of this form is crucial for effective account management.

Follow the steps to successfully add an account holder to your brokerage account.

1. Click ‘Get Form’ button to download the form and open it in a digital editor.
2. Review the sections regarding account ownership and choose the appropriate type of account ownership: Joint Tenants With Right of Survivorship, Tenants in Common, or Community Property.
3. Fill in your eight-digit account number, ensuring it remains the same for the additional account holder.
4. In the 'Tell Us About Yourself' section, provide the primary account holder's information including name, daytime telephone number, and any necessary titles or suffixes.
5. Provide the details for the additional account holder, including their name, Social Security Number, date of birth, and mailing address. Ensure all fields are filled out accurately.
6. Complete the section regarding the additional account holder's identification, selecting the ID type and providing the necessary information such as ID number and expiration date.
7. Indicate the current marital status and employment details of the additional account holder.
8. Answer regulatory questions regarding the additional account holder's affiliation with any financial services company.
9. Review and choose the features for the additional account holder’s Investor Checking account, specifying preferences for checks and Bill Pay services.
10. Sign and date the form in the indicated sections, using blue or black ink. Make sure both the primary and additional account holders sign.
11. Return the completed form to the nearest Schwab branch or mail it to one of the provided addresses for processing.

Complete your form online today to efficiently manage your Schwab accounts.