Get Charles Schwab & Co App12237 2008

This guide provides clear instructions for users on how to fill out the Charles Schwab & Co APP12237 form, specifically designed for updating addresses on accounts. By following these steps, you can ensure your information is accurately reflected in your records.

Follow the steps to complete your address update form.

1. Press the ‘Get Form’ button to access the form and open it in the editor.
2. Complete the Investment Advisor information at the top of the form, including the IA Firm Name and IA Master Account Number.
3. In Section 1, provide the account information by listing the account numbers that require an address change. Indicate whether the change should take effect immediately or provide an effective date.
4. In Section 2, fill out your home/legal address, ensuring it is a physical street address. Select the type of address change applicable to your account.
5. If necessary, complete Section 3 by providing an optional mailing address, which may differ from your home/legal address. P.O. boxes are permitted here.
6. For Section 4, ensure that at least one account holder signs the form. Multiple signatures can be added if needed, along with the corresponding print names and dates.
7. Once all sections are filled out, save your changes, and then download, print, or share the completed form as required.

Complete your address update form online today for accurate account management.