Add an Account Holder to Your Schwab One Brokerage Account and Linked Schwab Bank High Yield Investor Checking Account APP31902-11 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by selecting the type of account ownership in Section 1. Choose between Joint Tenants With Right of Survivorship, Tenants in Common, or Community Property based on your preference.
3. In Section 2, enter your eight-digit Schwab One brokerage account number and provide your personal details as the primary account holder.
4. Proceed to Section 3 to fill out information about the additional account holder. Ensure all fields are completed accurately, including their Social Security Number and date of birth.
5. In Section 6, select features for the additional account holder's Investor Checking account. Decide if you want Bill Pay activated and if checks should be printed with both names.
6. Sign and date the form in Sections 5 and 7 using blue or black ink. Ensure both primary and additional account holders sign where required.
7. Finally, return the completed form to a Schwab branch or mail it to one of the provided addresses in Section 8.

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