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Designated Beneficiary Plan Agreement. APP10780-19 2025

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The document outlines the Designated Beneficiary Plan Agreement provided by Charles Schwab, which allows account holders to designate beneficiaries for their Schwab One Brokerage and linked High Yield Investor Checking accounts. It details the eligibility requirements, procedures for adding or changing beneficiaries, and the implications of beneficiary designations upon the account holder's death. The agreement emphasizes the importance of updating beneficiary information after significant life events and clarifies that the plan supersedes other estate planning documents like wills or trusts. Additionally, it includes terms regarding distribution options (per stirpes or per capita), responsibilities of authorized parties, and legal considerations.

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What is the difference between a primary beneficiary and a designated beneficiary?

Your brokerage firm may provide TOD or other beneficiary documents in order to designate a beneficiary for your brokerage account. Designating a beneficiary can be very helpful, but be aware that a TOD plan or other beneficiary document supersedes your will.

What does designated beneficiary mean?

The primary beneficiary is the person or persons selected to receive the death benefit (contributions and interest) in the event of your death. The contingent beneficiary is the person or persons selected to receive the benefit if the primary beneficiary is not alive at the time of your death.

Why does my Charles Schwab account say designated beneficiary?

A beneficiary designation is the act of naming the person who will inherit an asset in the event of the account owners passing. Some common examples include life insurance policies and retirement accounts. When the account owner passes away, their assets are then transferred to the beneficiary that they designated.

Why is my Schwab account called a designated beneficiary?

Designated Beneficiary Plan is the term Schwab uses to refer to its Plan enabling clients to name beneficiaries on their Schwab One Brokerage accounts and may also be applied to Pledged Accounts.

What is a designated beneficiary agreement?

Just means that you have beneficiary(s) on your brokerage account. Usually family members. Similar to having benes on an IRA.