Charles Schwab Forms

Charles Schwab Forms

IRA Forms:

• IRA Application Form  (7-09) – Open a new IRA account at Charles Schwab for Rhoads Lucca Capital to manage.
• IRA Distribution Form (7-09) – Receive a distribution from your Charles Schwab account – either a single withdrawal or a monthly payment.
• IRA Beneficiary Designation Form (8-07) – Use to name or change a beneficiary for clients who have an IRA account at Charles Schwab.
• Account Transfer Form (5-09) – Use to transfer an IRA or non-IRA investment account at another firm to Charles Schwab for Rhoads Lucca Capital to manage.

Non-IRA Investment Account Forms:

• Schwab One Account Set-up Form (12-08) – Open a new non-IRA investment account at Charles Schwab for Rhoads Lucca Capital to manage.
• Account Transfer Form (5-09) – Use to transfer an IRA or non-IRA investment account at another firm to Charles Schwab for Rhoads Lucca Capital to manage.
• Schwab One Designated Beneficiary (2-09) – Beneficiary form for non-IRA accounts at Charles Schwab.

Additional Charles Schwab Forms for Both Kinds of Accounts:

• Change of Address Form (6-08) – Change of address form for Charles Schwab.
• Money Link (12-09) – Set up a direct moneylink transfer from Charles Schwab to your other financial institution, including your bank. A fast way to get access to your withdrawal and avoid sending it by mail. For IRA accounts and non-IRA investment accounts.