Schwab Contribution Transmittal Form – Fill Out and Use This PDF

The Schwab Contribution Transmittal Form is a form that allows you to transfer funds from any account at Charles Schwab Corporation.

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Schwab Contribution Transmittal Form PDF Details

The Schwab Contribution Transmittal Form is used to notify Schwab ofemployer contributions. The form must be filled out and submitted within a certaintime frame in order for the contributions to be deposited into employees' accounts.The form can be downloaded from the Schwab website, and must be completed in fullbefore submission. The deadline for submitting the form can vary depending on thenature of the contribution, so it's important to check with Schwab first. There areseveral ways to submit the form, including online, by fax, or by mail.

In the list, there's some good information relating to the schwab contribution transmittal form. It is a good idea that you read this material before you decide to start editing the file.

Question	Answer
Form Name	Schwab Contribution Transmittal Form
Form Length	4 pages
Fillable?	Yes
Fillable fields	1
Avg. time to fill out	1 min 12 sec
Other names	schwab contribution transmittal form, charles schwab 401k transmittal form, schwab simple ira contribution form, schwab

12

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
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$
								$				$			$

©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)

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

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