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(0813-5686) APP75816-02 (07/20)
Signature Card
Page 1 of 2
Investment Advisor ("IA") Information
IA Firm Name (Please print.)
IA Master Account Number Service Team
IA Contact Name (if follow-up is required) IA Telephone Number IA Email Address
Instructions
Use this form to provide Schwab with a specimen of your handwritten signature.
• Your handwritten signature may be used to validate transaction requests on the account you are opening, on existing accounts, and on accounts
opened in the future.
• To add payment features to an Organization account, please use the Checkwriting and Visa
®
Debit Card Application for Organization Accounts.
• Custodial and Estate accounts are not eligible for Visa Platinum Debit Cards.
• A separate Signature Card is requested for each account holder.
1. Account Information
Schwab Account Holder Name First Middle Last
Social Security Number
2. Checks and Visa
®
Debit Cards (Optional)
Select one of the following options to access the cash in your Schwab One
®
Brokerage account. Upon receipt of your starter checks, you may order
additional standard checks at no cost from www.schwaballiance.com.
Account Number
Please select only one.
Checks
Checks and Visa Debit Card
Anticipated Activity
On average, how many times per month do you anticipate writing checks and/or making ATM withdrawals?
Please select only one.
Less than 5 times per month
5 to 10 times per month
11 to 20 times per month
More than 20 times per month
