Fillable Account Information Change Form (Charles Schwab)

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Account Information Change Form (Charles Schwab)

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The Account Information Change Form (Charles Schwab) form is 5 pages long and contains:

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  • 6 check-boxes
  • 130 other fields

Country of origin: US
File type: PDF

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1
CS2001C INFOCHANGE 1010 — Page 1 of 5DO NOT STAPLE
Schwab 529 College Savings Plan
Account Information Change Form
• Use this form to change your name, or contact information for an existing Account. If you are changing your name, please attach a certified
copy of the legal documentation to support the change.
• If you are changing the Account Owner/Responsible Individual of an existing Account complete Sections 1, 7, 8, and 9, if applicable.
• Type in your information and print out the completed form, or print clearly, preferably in capital letters and black ink. Mail the form to the
address below. Do not staple.
• Forms can be downloaded from our website at schwab.com/529, or you can call us to order any form — or request
assistance in completing this form — at 1-888-903-3863.
1. Current Account Owner information
Account Number(s) (To list more than three Accounts, use a separate sheet.)
Name of Account Owner/Responsible Individual (first, middle initial, last) or Trust
Name of Joint Account Owner (first, middle initial, last)
Telephone Number (In case we have a question about your Account.)
2. Information to update or change
Individual Account Owner/Joint Account Owner — Sections 3a and/or 3b
Trust Information — Section 3c
Responsible Individual — Section 4
Designated Beneficiary Information — Section 5
Successor Account Owner/Responsible Individual — Section 6
Return the completed form and any
other required documents to:
Schwab 529 Plan
P. O. Box 2906
Shawnee Mission, KS 66201-2906
For overnight delivery or registered mail, send to:
Schwab 529 Plan
2534 Madison Ave, 3
rd
Floor
Kansas City, MO 64108-2335
©2010 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (1010-6258) APP27728-02 (09/10)
2
CS2001C INFOCHANGE 1010 — Page 2 of 5DO NOT STAPLE
3. Updated Account Owner information
• If you are changing your name and/or contact information, provide the new information exactly as you would like it to appear on your
Schwab 529 Plan Account.
• If you are changing your name, please attach the certified copy of the legal documentation to support the change or provide a signature
guarantee in Section 9.
A. Individual Account Owner.
Name of Account Owner (first, middle initial, last)
Daytime Telephone Number Cellular Telephone Number
Email Address
Home/Legal Address (No P.O. or private mailboxes permitted.)
City State Zip Code
Mailing Address if different from above (P.O. boxes may be used)
City State Zip Code
B. Joint Account Owner.
Name of Joint Account Owner (first, middle initial, last)
Daytime Telephone Number Cellular Telephone Number
Check if Joint Account Owner’s address is the same as the Individual Account Owner’s above, otherwise complete the following:
Home/Legal Address (No P.O. or private mailboxes permitted.)
City State Zip Code
C. Trust Account Owner.
Trust Name
Trust Date (mm/dd/yyyy)
Telephone Number (In case we have a question about your Account.)
Permanent Street Address (This address will be used as the Account’s address of record for all Account mailings.)
City State Zip Code
3
CS2001C INFOCHANGE 1010 — Page 3 of 5DO NOT STAPLE
4. Update Responsible Individual’s information
• Complete this section only if you are changing or updating the Responsible Individual’s name and/or contact information on your Account.
Responsible Individual’s Name (first, middle initial, last)
Daytime Telephone Number Cellular Telephone Number
Home/Legal Address (No P.O. or private mailboxes permitted.)
City State Zip Code
Account Mailing Address if different from above (This address will be used as the Account’s address of record for all Account mailings.)
City State Zip Code
5. Update Designated Beneficiary’s information
• Complete this section only if you are changing or updating the Designated Beneficiary’s name and/or contact information on your Account.
• Complete a Designated Beneficiary Change Form if you are changing the Designated Beneficiary.
Designated Beneficiary’s Name (first, middle initial, last)
Daytime Telephone Number Cellular Telephone Number
Home/Legal Address (No P.O. or private mailboxes permitted.)
City State Zip Code
6. Successor Account Owner/Successor Responsible Individual information
• Complete this section only if you are adding, changing, or removing the Successor Account Owner/Successor Responsible Individual
information on your Account.
• You may revoke or change the Successor Account Owner/Successor Responsible Individual at any time. See the Schwab 529 Plan Guide
and Participation Agreement (Plan Guide) for more information.
Check one.
Add Change Delete
Name of Successor Account Owner or Successor Responsible Individual (first, middle initial, last)
Social Security Number or Taxpayer Identification Number Birth Date/Trust Date (mm/dd/yyyy)
Daytime Telephone Number Cellular Telephone Number
Home/Legal Address (No P.O. or private mailboxes permitted.)
City State Zip Code
4
CS2001C INFOCHANGE 1010 — Page 4 of 5DO NOT STAPLE
7. Transfer assets to new Account Owner/Responsible Individual
• This will transfer ownership of all of the assets in the referenced Account in Section 1 to the new Account Owner/Responsible
Individual listed below.
• If you transfer ownership, you must also provide a signature guarantee in Section 9 if the balance of the Account is more
than $100,000.
• The new Account Owner/Responsible Individual will control the Account and all assets held in the Account.
• The new Account Owner/Responsible Individual must also complete an Account Application, or provide the Account number below
for an existing Account to complete the transfer of assets.
Account Number (If applicable)
A. Individual Account Owner/ Responsible Individual.
Name of New Account Owner/Responisble Individual (first, middle initial, last)
Social Security Number or Taxpayer Identification Number Birth Date/Trust Date (mm/dd/yyyy)
B. Joint Account Owner.
Name of New Joint Account Owner (first, middle initial, last)
Social Security Number Birth Date/Trust Date (mm/dd/yyyy)
8. Signature — YOU MUST SIGN BELOW (However, if you are changing a Responsible Individual or transferring ownership
of your Account(s) to a new Account Owner and the account is more than $100,000, skip this section and complete Section 9 instead.)
I certify that the information provided herein is true and complete in all respects, and that I have read and understand, consent,
and agree to all the terms and conditions of the Plan Guide, and understand the rules and regulations governing the Schwab 529 Plan.
SIGNATU RE
Signature of Account Owner/Responsible Individual/Trustee(s) Date (mm/dd/yyyy)
SIGNATU RE
Signature of Joint Account Owner Date (mm/dd/yyyy)
5
CS2001C INFOCHANGE 1010 — Page 5 of 5DO NOT STAPLE
9. Signature Guarantee — IF APPLICABLE.
• You must provide the following information as underwritten certification that the new signature is genuine.
• Do not sign below until you are in the presence of the authorized officer providing the signature guarantee.
A signature guarantee is a warranty by a participant in a Securities Transfer Association Signature Guarantee Program that the signature
is genuine and that the person signing is competent and authorized to sign. Your signature(s) must correspond in every particular,
without alteration, with your name(s) as printed on the current account registration. Schwab does not currently offer signature guarantee
services. Each signature must be guaranteed by a participant in a Securities Transfer Association Signature Guarantee Program. You
may obtain a signature guarantee through certain domestic banks or trust companies, credit unions, brokers, dealers, national securities
exchanges, registered securities associations, clearing agencies or savings associations. Each guarantee must be an original ink stamp
that states “Signature Guaranteed/Medallion Guaranteed” and must be signed on behalf of the guarantor by an authorized person.
Note: Acknowledgment of signature by a notary public is NOT acceptable.
Please affix signature guarantee ink stamp with appropriate signature, title of officer and date.
I certify that the information provided herein is true and complete in all respects, and that I have read and understand, consent, and
agree to all the terms and conditions of the Plan Guide, and understand the rules and regulations governing the Schwab 529 Plan.
SIGNATU RE
Signature of Current Account Owner/Responsible Individual
SIGNATU RE
Signature of Current Joint Account Owner
SIGNATU RE
Signature of Guarantor
Title
Name of Institution
Date (mm/dd/yyyy)
Authorized Officer to place stamp here
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Account Information Change Form (Charles Schwab)

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Completed 21 May 2021

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