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Get Schwab Simple Ira Contribution Transmittal Form 2004-2024

—accounts. To allow for timely processing, be sure to complete all requested information. Do not use this form to place trade instructions. • Make a photocopy of this form for future use. • Use a separate form for each plan year. • Make your checks payable to Charles Schwab & Co., Inc. 1. Employer Information Business Name of Employer Federal Tax Identification Number (EIN) Business Street Address City Plan/Account Type (choose one only)  Schwab Individual 401(k)  Schwab Keo.

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