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©2012 Charles Schwab & Co., Inc.
All rights reserved. Member SIPC.
CS16757-26 (0807-6559) APP36817-02 (08/12)
www.schwab.com
1-800-435-4000 (inside the U.S.)
+1-415-667-5009 (outside the U.S.)
1-888-686-6916 (multilingual services)
*
APP36817-02
=01*
Custodial Account Beneciary
Distribution Form
•Usethisformtowithdrawallassetsfromthiscustodialaccountandclosetheaccountonceyouhave
reached the age at which your custodial relationship ends according to your state law.
•Pleasecompleteallsectionsandreturnintheenvelopeprovided,alongwithacopyofyourdriver’slicense
or state identication card. Be sure not to sign or date until you have reached the age of termination—forms
received in advance of that date will be returned unprocessed.
1. Account Number (Enter existing Schwab Custodial brokerage account number.)
Account Number
2. Custodial Beneficiary Information
Name of Custodial Beneciary (First) (Middle) (Last)
Home/Legal Address (no P.O. boxes) City State Zip Code
Social Security/Tax ID Number Date of Birth (mm/dd/yyyy) Home Telephone Number
( )
3. Type of Distribution
Once your identication has been veried as the custodial beneciary, the positions in this account will be liquidated or transferred and the account will
beclosed.Schwab’sonlinecommissionpricingwillapply,aslistedintheenclosedCharles Schwab Pricing Guide for Individual Investors. There may be
tax consequences from selling positions in this custodial account. Please consult a tax advisor for more information.
Select one:
Check. All positions in your account will be sold and proceeds will be mailed to you at the address listed above.
Transfer Account to Existing Schwab Account #: _________________________________. Please note: you must be listed as an owner on the receiving
account to select this option. Assets will be transferred in-kind, unless you call and instruct us otherwise.
Wire Transfer. All positions in your account will be sold and proceeds will be processed according to your instructions below.*
Receiving Financial Institution Name Receiving Financial Institution Telephone Number
( )
Federal ABA Number of Receiving Financial Institution (9-digit number) If Foreign Wire, Swift Code and/or Routing Number of Receiving Institution
Account Number at Receiving Financial Institution Receiving Financial Institution Address (required for Foreign Bank)
Name(s) on Receiving Financial Institution Account (registration) NOTE: Must be identical to Schwab account registration
Transfer to Another Financial Institution. By checking this box, we will reregister the custodial account in your name. However, you MUST contact the
receiving rm to initiate the transfer process.
*For Wire Transfers Only: Schwab cannot guarantee that the receiving bank will post the wired funds for same-business-day credit. However, in most
instances within the U.S., transfers are received by the receiving bank on the same business day that Schwab wires them. Funds must be cleared on
the date of the proposed transfer, or your wire may be delayed. Wiring funds outside the U.S. may take longer to initiate and may require three to ve
business days to complete.
WB
