Signature Card - Charles Schwab Corporation
Signature Card
Instructions Use this form to provide Schwab with a specimen of your handwritten signature when you open an account. ? 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. ? Ask your independent Investment Advisor ("IA") for their Master Account Number. ? If checks and/or a Visa?debit card(s) were ordered for your Schwab One?account, they cannot be issued until Schwab receives a Signature Card from
each authorized check signer. ? A separate Signature Card is requested for each account holder.
1. IA Firm Name_____________________________________________________________________________________________________________________
2. IA Master Account Numbe_r _______________________________________________________________________________________________________
3. Schwab Account Holder___________________________________________________________________________________________________________
First Name
Middle
Last
4. Account Holder Social Security Number_____________________________________________________________________________________________
Signature and Date Required
PLEASE SIGN AND DATE BELOW IN BLUE OR BLACK INK ONLY. I hereby authorize Schwab to rely on my signature set forth below or, alternatively, on any other signature or personal identification provided by me, including but not limited to any other signature card I sign. I agree to notify Schwab immediately if I suspect that any confidential information has become known to an unauthorized person or that an unauthorized transaction has occurred in my account.
_______________________________________________________________________________________________________ Date____________________
Account Holder Signature
(mm/dd/yyyy)
Return this form to Schwab by faxing it to 1-866-226-3046 or mailing it to one of the addresses below.
Send standard mail to:
Charles Schwab & Co., Inc. P.O. Box 982603 El Paso, TX 79998-2603
Send overnight delivery to:
Charles Schwab & Co., Inc. 1945 Northwestern Drive El Paso, TX 79912
Should you have any questions, contact your IA or the Schwab Alliance Service Team at 1-800-515-2157.
For Charles Schwab Use Only
Brokerage Account Number Print Name of Approver
High Yield Investor Checking Account Number Signature
Date Approved (mm/dd/yyyy)
?2015 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. CC0258320 (0813-5686) APP75816-01 (09/15) 00153067
*APP75816-01=01*
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