Fillable Contribution Transmittal Form (Charles Schwab)

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Contribution Transmittal Form (Charles Schwab)

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The Contribution Transmittal Form (Charles Schwab) form is 2 pages long and contains:

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  • 7 check-boxes
  • 93 other fields

Country of origin: US
File type: PDF

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©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18)
Contribution Transmittal Form
Page 1 of 2
Schwab.com
1-800-435-4000
(inside the U.S.)
+1-415-667-8400
(outside the U.S.)
1-888-686-6916
(multilingual services)
• Use this form when making contributions to employee (a.k.a. participant)—including business owner—accounts. To allow
for timely processing, be sure to complete all requested information. Do not use this form to place trade instructions.
• Make a photocopy of this form for future use, or visit www.schwab.com to download additional copies.
• Use a separate form for each plan year.
• Make your checks payable to Charles Schwab & Co., Inc.
1 Employer Information
Business Name of Employer Federal Tax Identification Number (EIN)
Business Street Address City State Zip Code
Business Telephone Number
Plan/Account Type
Please select only one.
Schwab Individual 401(k) Schwab Keogh Schwab QRP Money Purchase Schwab QRP Profit Sharing
Schwab SEP-IRA Schwab SIMPLE IRA (provide Group Master Number)
Company Retirement Account (including Pension Trust)
2 Contribution Information
The contributions listed below should be credited for the following plan year:
Employee Name Employee’s Schwab
Account Number
Employee’s Social
Security Number
Elective Deferral
Contribution
Employer
Contribution
Total
Contribution
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
CLEAR
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©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18)
Page 2 of 2
Contribution Transmittal Form
3 Employer Authorization
I authorize and direct Schwab to deposit the dollar amounts as designated above. I understand that it is my responsibility
to ensure that the contribution instructions are correct and submitted to Schwab in a timely manner. I agree that Schwab
will not be held responsible for delays in depositing contributions if Schwab finds the contribution instructions unclear or
incomplete. I indemnify and hold Schwab harmless for any loss, claim, expense or other liability that may arise from
Schwab acting upon my instructions and complying with any applicable laws and regulations that require reporting of
contributions.
Signature and Date Required
Today’s Date mm/dd/yyyy
printName1
Print Name Title
signer1_SignHere signer1_DateSigned
4 Return Instructions
• Upload online with secure messaging (if you are an existing client and have online access to your account).
1. Go to Schwab.com and log in to your account.
2. Click the Message Center link (under Service), and then click the Upload Document link.
3. Upload your form as an attachment by clicking the Add File button.
4. When your message is complete, click Send.
• Fax to 1-888-526-7252.
• Bring to your nearest Schwab branch (visit Schwab.com/branch
for locations).
• Mail to any of the following addresses:
Regular Mail (West)
Charles Schwab & Co., Inc.
P.O. Box 982600
El Paso, TX 79998-2600
Regular Mail (East)
Charles Schwab & Co., Inc.
P.O. Box 628291
Orlando, FL 32862-8291
Overnight Mail (East)
Charles Schwab & Co., Inc.
1958 Summit Park Dr., Ste. 200
Orlando, FL 32810
Overnight Mail (West)
Charles Schwab & Co., Inc.
1945 Northwestern Drive
El Paso, TX 79912
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©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18)
00209045
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Contribution Transmittal Form (Charles Schwab)

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Completed 2 August 2021

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