Fillable Schwab BillPay Enrollment Form 1 Schwab Account Information (Charles Schwab)

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Schwab BillPay Enrollment Form 1 Schwab Account Information (Charles Schwab)

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The Schwab BillPay Enrollment Form 1 Schwab Account Information (Charles Schwab) form is 2 pages long and contains:

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©2018 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. AFTIA (0506-6350) APP20293-09 (07/18)
Schwab BillPay
®
Enrollment Form
Page 1 of 2
Schwab.com
1-888-297-7535
By enrolling in Schwab BillPay, you will be able to electronically initiate payments to nearly anyone in the United States to
whom you would write a check from your account at Schwab.
To begin enjoying the convenience of Schwab BillPay, please:
• Complete all sections of this enrollment form and sign where indicated.
• You will receive an email confirmation once your account is enrolled in the bill payment service.
• A few days later you will receive your welcome materials, along with the Schwab BillPay terms and conditions, via U.S.
mail.
• You will receive a separate mailing with your initial password, which must be changed the first time you log on to the
service.
1 Schwab Account Information
We respect your privacy. Charles Schwab & Co., Inc. (“Schwab”) may use the information you provide to open and service
your accounts, communicate with you and provide information about this service. Read about Schwab’s privacy policy at
www.schwab.com/privacy.
Schwab BillPay is available to Schwab One
®
(with checkwriting feature) account holders only; it is not available for
certain accounts such as business, corporate, trust (except living trust), estate, custodial, international, or IRA accounts.
Please indicate your Schwab One account number
Name on Schwab One account Print name as it appears on your Schwab statement.
Additional Account Holder Name Print name.
2 Your Address and Phone Number
The address needs to be the same as the address on your Schwab One account. If your address has changed, please
contact Schwab Customer Care at 1-888-297-7535.
Address City State Zip Code
Daytime Phone Evening Phone Email Address required*
*By providing your email address, you consent to receive email from Schwab. Information about opting out of certain
email communications is provided at www.schwab.com/privacy.
CLEAR
PRINT
©2018 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. AFTIA (0506-6350) APP20293-09 (07/18)
00209033
Page 2 of 2
Schwab BillPay
®
Enrollment Form
3 Signature(s) Required
We’ll send the terms and conditions for this service to the current address on record for the designated Schwab account
when this enrollment form is processed. These terms and conditions will govern all Schwab BillPay service transactions,
and your use of the Schwab BillPay service will confirm that you have received, reviewed, and agreed to be bound by
these terms and conditions, including any amendments. Your agreement will continue until Schwab receives your notice
of termination, as described in the terms and conditions.
If there is more than one account holder, each individual on the account must include his or her name and signature.
Signature(s) and Date(s) Required
Today’s Date mm/dd/yyyy
printName1
Print Name
signer1_SignHere signer1_DateSigned
Today’s Date mm/dd/yyyy
Print Name
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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Schwab BillPay Enrollment Form 1 Schwab Account Information (Charles Schwab)

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Completed 6 April 2021

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