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Designated Beneficiary Plan Agreement. APP10780-19 2026
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- Click ‘Get Form’ to open the Designated Beneficiary Plan Agreement in the editor.
- In Section 1, select the appropriate action: add a new plan, add a plan to a new checking account, change beneficiaries, or revoke an existing plan.
- Proceed to Section 2 and fill in your account information, including your Schwab One Brokerage Account Number and legal residence address.
- In Section 3, specify how you want your assets distributed by designating primary and contingent beneficiaries in Section 5. Ensure that the percentage portions add up to 100%.
- If applicable, designate an Authorized Party in Section 6 who can assist in verifying beneficiary identities.
- Review all sections for accuracy before signing in Section 8. Ensure all account holders sign where required.
- Finally, submit the completed form via secure upload on our platform or through other provided methods.
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