Get Charles Schwab & Co App12237 2022-2025

This guide provides a comprehensive overview of filling out the Charles Schwab & Co APP12237 Change of Address Form online. The process is designed to be user-friendly and straightforward, ensuring that users can efficiently update their address details across various accounts.

Follow the steps to complete your Change of Address Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the Investment Advisor Information section. Input the IA Firm Name, IA Master Account Number, Contact Name, Telephone Number, and Email Address to provide the necessary details for follow-up.
3. In the Type of Change section, select the applicable changes you wish to make. Options include 'Account Holder Address,' 'Account Holder Phone Number,' and 'Organization/Pension Plan Address.' Ensure all relevant boxes are checked.
4. Proceed to Section 1, Account Holder Information. Enter the Schwab Account Number and provide the new Home/Legal Street Address. Note that P.O. boxes are not allowed in this field.
5. If applicable, indicate whether you would like to update the account address for any closed accounts and if changes are needed for accounts where you are not the primary account holder.
6. Continue with the Additional Account Holder section. Repeat the process of entering the required details, ensuring that all information is accurate.
7. Fill in the Organization/Pension Plan Account Information as needed. Enter the Organization Name, Tax ID Number, and street address, ensuring compliance with the guidelines regarding P.O. boxes.
8. In the Authorized Signatures section, all required signatories must sign and date the form. Remember that the signature of only one authorized agent from an organization is required for updating the address.
9. Once all sections are filled out and reviewed for accuracy, save the changes, download, print, or share the completed form as needed.

Get started now to complete your Change of Address Form online.