Second name letter schwab 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Investment Advisor Information section. Enter the IA Firm Name and IA Master Account Number as required.
3. In the Account Holder Information section, provide your Eight-Digit Schwab Account Number(s) along with your First, Middle, and Last names.
4. If you have other names, complete the Other Names section with your First, Middle, and Last names along with corresponding signatures.
5. To request a name change, fill in the Former Name and New Name sections. Ensure you attach verification documents like a Marriage Certificate or Divorce Decree.
6. Finally, read and sign the authorization statement at the bottom of the form. Include your signature and date to finalize your submission.

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