©2013 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
CS19483-17 (1113-7898) APP10602-15 (12/13)
ENTER INFORMATION FOR FURTHER CREDIT (IF ApplICAblE)
Account Holder Agreement And SignAture(S)
Charles Schwab & Co., Inc. (“Schwab”) cannot guarantee
that the destination bank will post the wired funds for
same-business-day credit. However, in most instances
within the U.S., transfers are received by the destination
bank on the same business day that Schwab wires them.
You authorize Schwab to wire funds from your Schwab
account pursuant to the above instructions.
You understand that
Schwab may accept future requests to wire funds from
your account according to the above instructions. Such
requests may be made by any person having signing
authority with respect to your Schwab account and may
be delivered orally, in person or by telephone or may be
transmitted by facsimile or delivered in a signed writing.
You hereby agree to indemnify and hold Schwab
harmless from and against any loss, claim, damage
or liability arising out of or resulting from any action
taken by Schwab in reliance upon instructions provided
in this form that Schwab in good faith believes to
You understand that these instructions are permanent
unless changed or revoked by any person with signing
authority on your Schwab account and that Schwab
reserves the right to decline to act on these instructions
at any time without prior notice. If you change the above
instructions, you understand that Schwab may require
the new instructions in writing.
Your wire transfer is also subject to the terms and
conditions of your Schwab account agreement.
If this is a custodial account for a minor,
you represent that the funds will be used or applied
solely for the benet of the minor.
Your signature below conrms your request to initiate the wire transfer described above and your agreement to the
above terms and conditions. You also agree that if you describe any beneciary or nancial institution by name and
account or identifying number, Schwab and other institutions may process the wire based solely on that number,
even if it identies a different person or entity. If you provide an incorrect account number, you could lose the amount
transferred. Schwab may refuse to act upon any instruction that we cannot verify as accurate and authorized by you.
Please sign and date using
blue or black ink.
Please read and sign below.
Title, First Middle
Title, First Middle