Forms and Applications

Ready to invest in the U.S. market? Below you will find convenient links to important disclosures and forms.

Forms & Applications

Wire Funds within the U.S.
Wire funds from your Schwab account into accounts within the U.S.
Wire funds outside of the U.S.
Wire funds from your Schwab account into accounts outside of the U.S.
Transfer Your Account to Schwab
Transfer securities and/or funds from another financial institution into your Schwab account
Letter of Authorization – Transfer Assets between Schwab Accounts
Transfer assets from one Schwab account to another

Client Information Update Form
Use this form to update your address, phone number, email address and other client information on your account(s)

W8 Resource Center
Helpful instructional video & resources for completing the Substitute W-8BEN Form and associated forms
Letter of Explanation
Complete this form if you claim foreign (outside the U.S.) status and use a U.S. address or phone number, use an address outside the country of your permanent residence, and/or were born in the U.S.
W-8BEN Form (Individuals)
Use this form to maintain a current and valid U.S. IRS W8 form for your individual or joint account
Substitute W-8BEN-E (Entities)
Use this form to maintain a current and valid U.S. IRS W8 form for your entity account
Schwab Universal CRS Self-Certification (Individuals)
Use this form to self-certify your information as required by Client Reporting Standards (individual/joint accounts)
Schwab Universal CRS Self-Certification (Entities)
Use this form to self-certify your information as required by Client Reporting Standards (entity accounts)
Privacy Addendum
Use this form to authorize the use of your personal data in direct marketing

Important Information

Please review these documents prior to opening an account.

Schwab U.S. Dollar Liquid Assets Fund