Schwab Contribution Transmittal Form PDF Details

When making contributions to employee accounts, including those owned by the business owner, the Schwab Contribution Transmittal form emerges as a critical document for ensuring these transactions are successfully executed. Specifically designed to facilitate the process, this form requires thorough completion to avoid any delays in processing. Offering the possibility to manage contributions for various plan types like Schwab Individual 401(k)s, Keogh plans, and SEP-IRAs among others, it embodies a comprehensive approach to employee retirement funding. The form requires detailed employer and contribution information, including the business name, employee names, account numbers, and the intended contribution amounts. It underlines the importance of not using it for trade instructions, suggesting a photocopy be kept for records or additional copies be downloaded from the Schwab website for future use. With options for submission that include secure online upload, fax, and mail, the form’s flexibility in submission methods demonstrates Schwab’s commitment to accommodating the diverse needs of its clients. Moreover, the explicit instructions regarding employer authorization and the indemnification of Schwab highlight the legal responsibilities and expectations tied to the form, emphasizing the meticulous nature of contributing to employee retirement accounts.

QuestionAnswer
Form Name Schwab Contribution Transmittal Form
Form Length 4 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 1 min
Other names charles schwab app30709 02 form, charles schwab transmittal form, schwab, invesco ira frm 11

Form Preview Example

Schwab.com

1-800-435-4000 (inside the U.S.)

+1-415-667-8400 (outside the U.S.)

1-888-686-6916 (multilingual services)

1

CLEAR PRINT

Contribution Transmittal Form

Page 1 of 2

•Use this form when making contributions to employee (a.k.a. participant)—including business owner—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, or visit www.schwab.com to download additional copies.

•Use a separate form for each plan year.

•Make your checks payable to Charles Schwab & Co., Inc.

Employer Information

Business Name of Employer

 

 

Federal Tax Identification Number (EIN)

 

 

 

 

 

 

 

 

Business Street Address

 

City

 

 

State

 

Zip Code

Please select only one.

Business Telephone Number

 

 

Plan/Account Type

 

 

 

Schwab Individual 401(k)

Schwab Keogh

Schwab QRP Money Purchase

Schwab SEP-IRA

Schwab SIMPLE IRA (provide Group Master Number)

Company Retirement Account (including Pension Trust)

Schwab QRP Profit Sharing

 

2

 

Contribution Information

 

 

 

 

 

 

 

 

 

 

 

 

 

The contributions listed below should be credited for the following plan year:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Employee Name

 

Employee’s Schwab

 

Employee’s Social

Elective Deferral

Employer

Total

 

 

 

 

 

Account Number

 

Security Number

Contribution

Contribution

Contribution

 

 

 

 

 

 

 

 

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©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18)

Contribution Transmittal Form

Page 2 of 2

3 Employer Authorization

I authorize and direct Schwab to deposit the dollar amounts as designated above. I understand that it is my responsibility to ensure that the contribution instructions are correct and submitted to Schwab in a timely manner. I agree that Schwab will not be held responsible for delays in depositing contributions if Schwab finds the contribution instructions unclear or incomplete. I indemnify and hold Schwab harmless for any loss, claim, expense or other liability that may arise from Schwab acting upon my instructions and complying with any applicable laws and regulations that require reporting of contributions.

Signature and Date Required

Today’s Date mm/dd/yyyy

Print Name

Title

4Return Instructions

•Upload online with secure messaging (if you are an existing client and have online access to your account).

1.Go to Schwab.com and log in to your account.

2.Click the Message Center link (under Service), and then click the Upload Document link.

3.Upload your form as an attachment by clicking the Add File button.

4.When your message is complete, click Send.

•Fax to 1-888-526-7252.

•Bring to your nearest Schwab branch (visit Schwab.com/branch for locations).

•Mail to any of the following addresses:

Regular Mail (West)

Regular Mail (East)

Overnight Mail (West)

Overnight Mail (East)

Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc.

Charles Schwab & Co., Inc.

P.O. Box 982600

P.O. Box 628291

1945 Northwestern Drive

1958 Summit Park Dr., Ste. 200

El Paso, TX 79998-2600

Orlando, FL 32862-8291

El Paso, TX 79912

Orlando, FL 32810

 

 

 

 

 

 

 

 

 

PRINT

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18)

This page is intentionally blank.

©2018 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. AFTIA (0605-7137) APP30709-05 (07/18) 00209045

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writing charles schwab contribution 401k transmittal form part 1

Jot down the details in the PlanAccount Type, Please select only one, Schwab Individual k, Schwab Keogh, Schwab QRP Money Purchase, Schwab QRP Profit Sharing, Schwab SEPIRA, Schwab SIMPLE IRA provide Group, Company Retirement Account, Contribution Information, The contributions listed below, Employee Name, Employees Schwab Account Number, Employees Social Security Number, and Elective Deferral Contribution field.

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It is important to spell out the rights and responsibilities of both sides in part signerSignHere, signerDateSigned, Todays Date mmddyyyy, Print Name, Title, printName, Return Instructions, Upload online with secure, Go to Schwabcom and log in to, Click the Message Center link, Upload your form as an attachment, When your message is complete, Fax to, Bring to your nearest Schwab, and Mail to any of the following.

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