Before beginning an application, please take the time to read our Client Relationship Summaries and Best Interest Disclosure for information on the services we provide and our fees and costs. Go to schwab.com/transparency or download the Relationship Summaries below by clicking the "Relationship Summaries" links.
For Schwab Bank, Schwab Global Account, 529 Plan and other forms and applications not listed here, view Additional Topics
| Products, Services and other forms | Open Online | Documents available to download |
| Certification for Late Rollover Contributions | Download | |
| Transfer Your Account to Schwab | Apply Online | Not currently available |
| IRA distribution request form | Download | |
| IRA Qualified Charitable Distribution | Download | |
| Traditional IRA | Apply Online | Not currently available |
| Roth IRA | Apply Online | Not currently available |
| Rollover | Apply Online | Not currently available |
| Schwab One® Individual Account | Apply Online | Not currently available |
| Schwab One® Joint Account | Apply Online | Not currently available |
| Options trading application | Apply Online | Not currently available |
| Individual 401(k) Contribution Transmittal Form | Download | |
| SIMPLE IRA Contribution Transmittal Form | Download | |
| Trading and Withdrawal Authorization | Download | |
| Letter of Authorization | Download |
Select the appropriate category to find your forms.
| Products, Services and other forms | Open Online | Documents available to download |
| Schwab One® Individual Account | Apply Online | Not currently available |
| Schwab One® Joint Account | Apply Online | Not currently available |
| Schwab One® Account for Incorporated Organizations | Call 866-516-0483 8:30 am - 8 pm ET Monday-Friday | |
| Schwab One® Account for Non-Incorporated Organizations | Call 866-516-0483 8:30 am - 8 pm ET Monday-Friday |
| Products, Services and other forms | Documents available to download |
| Add Account Holder to Schwab One® Brokerage Account and Associated Schwab Global Account | Download |
| Schwab Global Account™ and Schwab One® Brokerage Account Combination Application | Relationship Summaries Download |
| Application to Add a Schwab Global Account™ to an Existing Schwab One® Account | Relationship Summaries Download |
| Verification Form for Schwab Global Account Wire Transfers | Download |
| Request a Schwab Global Account Domestic Wire Transfer | Download |
| Schwab Global Account and Schwab One Brokerage Account Transfer Form | Download |
| Schwab Global Account Instructions to Transfer Money | Download |
| Schwab Designated Beneficiary Plan Application | Download |
| Schwab Designated Beneficiary Plan Distribution Authorization | Download |
| Retirement AccountsProducts, Services and other forms | Open Online | Documents available to download |
|---|---|---|
| Traditional IRA | Apply Online | Not currently available |
| Roth IRA | Apply Online | Not currently available |
| Rollover IRA | Apply Online | Not currently available |
| Inherited IRA | Apply Online | Not currently available |
| Inherited IRA for Estate Beneficiary | Relationship Summaries Download | |
| Inherited IRA for Organization Beneficiary | Relationship Summaries Download | |
| Inherited IRA for Trust Beneficiary | Relationship Summaries Download | |
| Custodial IRA | Relationship Summaries Download | |
| Annuities 1 | Contact an annuity specialist at 866-663-5241 |
| Products, Services and other forms | Open Online | Documents available to download |
| Schwab 529 College Savings Forms | ||
| 529 College Savings Plan Account Application | Apply Online | Download |
| 529 College Savings Plan Account Features Form | Download | |
| 529 College Savings Plan Account Maintenance Form | Download | |
| 529 College Savings Plan Account Owner Change Form | Download | |
| 529 College Savings Plan Additional Contribution Form | Download | |
| 529 College Savings Plan Beneficiary Change Form | Download | |
| 529 College Savings Plan Change of Investment Form | Download | |
| 529 College Savings Plan Financial Professional Authorization Form | Download | |
| 529 College Savings Plan Guide & Participation Agreement | Download | |
| 529 College Savings Plan Incoming Rollover Form | Download | |
| 529 College Savings Plan Payroll Deduction Form | Download | |
| 529 College Savings Plan Power of Attorney Form | Download | |
| 529 College Savings Plan Withdrawal Request Form | Download | |
| Schwab 529 Education Savings Plan Direct Rollover Out to Roth IRA Form | Download | |
| 529 MoneyLink Form | Download | |
| 529 Learning Quest College Savings Maintenance Forms | ||
| Learning Quest 529 Plan Account Features Form | Download | |
| Learning Quest 529 Plan Account Maintenance Form | Download | |
| Learning Quest 529 Plan Account Owner Change Form | Download | |
| Learning Quest 529 Plan Additional Contribution Form | Download | |
| Learning Quest 529 Plan Beneficiary Change Form | Download | |
| Learning Quest 529 Plan Change of Investment Form | Download | |
| Learning Quest 529 Plan Financial Professional Authorization Form | Download | |
| Learning Quest 529 Plan Guide & Participation Agreement | Download | |
| Learning Quest 529 Plan Incoming Rollover Form | Download | |
| Learning Quest 529 Plan Payroll Deduction Form | Download | |
| Learning Quest 529 Plan Power of Attorney Form | Download | |
| Learning Quest 529 Plan Withdrawal Request Form | Download | |
| Learning Quest 529 Education Savings Plan Direct Rollover Out to Roth IRA Form | Download | |
| Custodial Account Forms | ||
| Custodial Account | Apply Online | Not currently available |
| Custodial Beneficiary Conversion Account Application | Relationship Summaries |
| Products, Services and other forms | Open Online | Documents available to download |
| Individual 401(k) | ||
| Individual 401(k) Account Application | Relationship Summaries |
| Products, Services and other forms | Open Online | Documents available to download |
| Automatic Investment Plan Application | Apply online | Download |
| Options trading application | Apply online | Not currently available |
| Add an account holder to your Schwab or Schwab One account | | Download |
| Upgrade Schwab account to a Schwab One account | Download | |
| Add checks and debit cards to an existing Schwab One account | Download | |
| Add checks and debit cards to an existing Schwab One Trust account | Download | |
| Schwab option, margin & short account trading application | Download | |
| IRA beneficiary form | Download | |
| Contribution Transmittal Form | Download | |
| ESA Designated Beneficiary/Authorized Person LOA Form | Download | |
| 403(b)(7) Custodial Account Beneficiary Form | Download | |
| Add Account Holder Application for Schwab One Brokerage Account Linked to Schwab Bank Investor Checking Account | | Download |
| Products, Services and other forms | Documents available to download |
| IRA Beneficiary Form | Download |
| IRA Recharacterization or Removal of Excess Form | Download |
| Schwab Designated Beneficiary Plan Application | Download |
| Trading and Withdrawal Authorization | Download |
| W-9-Request for Taxpayer Identification | Download |
| Tax Withholding Election Form | Download |
| Michigan W-4P | Download |
| Letter of Authorization | Download |
| Letter of Authorization for Wire Transfers | Download |
| Affidavit of Domicile | Download |
| Irrevocable Stock or Bond Power Form | Download |
| Third-party Release Form | Download |
| Trustee Change Form | Download |
| Agreement and Affidavit for Non-Schwab Durable Power of Attorney | Download |
| Durable Power of Attorney – For All States Except New York and Pennsylvania | Download |
| Durable Power of Attorney – For New York Only | Download |
| Durable Power of Attorney – For Pennsylvania Only | Download |
| Declare Eligibility for Canadian Tax Treaty Benefits |
| Products, Services and other forms | Open Online | Documents available to download |
| Certification for Late Rollover Contributions | Download | |
| Michigan W-4P | Download | |
| ESA distribution request form | Download | |
| IRA distribution request form | Apply Online | Not currently available |
| IRA/ESA Divorce Transfer Request Form | Download | |
| IRA Required Minimum Distribution (RMD) Form | Download | |
| Designated Beneficiary Distribution Authorization Form | Download | |
| MoneyLink - Electronic Funds Transfer | Apply Online | Download |
| Roth IRA Conversion Form and Account Application | Relationship Summaries |
| Products, Services and other forms | Open Online |
| Schwab Intelligent Portfolios® | Apply Online |
| Schwab Intelligent Portfolios Premium® | Apply Online |
| Products, Services and other forms | Open Online | Documents available to download |
| Schwab Bank Investor Checking™ Plus Schwab One® Brokerage Account - Individuals | Apply Online | Relationship Summaries Download |
| Schwab Bank Investor Checking™ Plus Schwab One® Brokerage Account - Joint | Apply Online | Relationship Summaries Download |
| Add Account Holder Application for Schwab One Brokerage Account Linked to Schwab Bank Investor Checking Account | Download | |
| Existing Schwab One® Clients Add Schwab Bank Investor Checking™ | Apply Online | Download |
| Schwab Bank Investor Checking™ Living Trust Plus Schwab One® Trust Account | Relationship Summaries Download | |
| Existing Schwab Living Trust Account Holders Add Schwab Bank Investor Checking™ | Download |
| Products, Services and other forms | Documents available to download |
| Schwab Bank Investor Savings Account | Download |
| Schwab Bank Investor Savings Living Trust Account | Download |
| Schwab Bank Designated Beneficiary Plan Application | Download |
| Products, Services and other forms | Documents available to download |
| Schwab Bank Deposit Slip | Download |
| Schwab Bank Direct Deposit Sign-Up Form | Download |
| Schwab Bank Wire Transfer Request and Authorization | Download |
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1. Insurance products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
The Schwab Global Account is restricted to certain account types. Only U.S. citizens residing in the United States are eligible.
Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc., member SIPC. Deposit and lending products and services are offered by Schwab Bank, member FDIC and an Equal Housing Lender.
Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
Please read the Schwab Intelligent Portfolios Disclosure Brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios.
Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium® are made available through Charles Schwab & Co. Inc. ("Schwab"), a dually registered investment advisor and broker dealer. Portfolio management services are provided by Charles Schwab Investment Management, Inc. ("CSIM"). Schwab and CSIM are subsidiaries of The Charles Schwab Corporation.