Designated Beneficiary Plan Agreement. APP10780-19 2026

1. Click ‘Get Form’ to open the Designated Beneficiary Plan Agreement in the editor.
2. 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.
3. Proceed to Section 2 and fill in your account information, including your Schwab One Brokerage Account Number and legal residence address.
4. 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%.
5. If applicable, designate an Authorized Party in Section 6 who can assist in verifying beneficiary identities.
6. Review all sections for accuracy before signing in Section 8. Ensure all account holders sign where required.
7. Finally, submit the completed form via secure upload on our platform or through other provided methods.

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