Second Name Letter Form PDF Details

Navigating the intricacies of name changes within the financial world can be a complex affair, yet it's made more manageable through specifically designed forms such as the Second Name Letter or Name Change Form. This document serves a dual purpose by addressing situations where an individual is recognized by alternate names or seeks to formally change their name within the records of their investment advisor, in this case, Cornerstone Capital Advisors. The form is structured into several key sections to ensure comprehensive documentation and simplify the process. It starts by gathering essential investment advisor information before moving on to account holder details, which include listing all affected Schwab account numbers. Importantly, it provides space not just for current name details but also for any other names the account holder might be known by or has used in the past, requiring corresponding signatures for each. Moreover, for those pursuing a formal name change, it necessitates the submission of verification documents such as a marriage certificate, divorce decree, or certified court document to confirm the change. Finally, the form concludes with a section for authorization, where the account holder consents to have their account and securities registered under the new name, a crucial step for aligning investment records with one's current legal identity. This thoughtful structuring underscores the form's utility in ensuring investment accounts reflect accurate holder identities, a cornerstone for both legal and financial integrity.

QuestionAnswer
Form NameSecond Name Letter Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namessecond name letter, Schwab, yyyy, APP20312PDF-02

Form Preview Example

Second Name Letter/

Name Change Form

Page 1 of 1

Investment Advisor (“IA”) Information (This portion to be completed by IA.)

CORNERSTONE CAPITAL ADVISORS

IA Firm Name (please print): __________________________________________________________________________________________________________

East 10

IA Master Account Number: _____________________________________________________________ Service Team: _________________________________

Please complete this form if you are known by or have used any other names. You may also use this form to request a name change.

1. Account Holder Information

Eight-Digit Schwab Account Number(s) (List all affected account numbers.)

 

 

 

 

 

Account Holder’s First Name

 

Middle

 

Last

 

 

2. Other Names

If you are known by other names please complete the information below with the corresponding signature(s).

First Name Middle Last

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Signature (Sign as indicated above.)

First Name Middle Last

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Signature (Sign as indicated above.)

3. Name Changes

To request a name change, please complete the information below and include verification of the name change (a copy of a Marriage Certificate, Divorce Decree or other Certified Court Document).

FORMER NAME:

 

 

 

 

 

First Name

 

Middle

 

Last

NEW NAME:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Name

 

Middle

 

Last

4. Please Read and Sign

I authorize Charles Schwab & Co., Inc. to carry my account and register my securities in the following name:

 

 

 

 

 

 

First Name

 

Middle

 

Last

 

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Date ____________________________________________________________________________

Signature: Account Holder

 

 

 

 

(mm/dd/yyyy)

WB

©2006 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

Schwab Institutional is a division of Charles Schwab & Co., Inc. FTA 02481 (1106-8119) APP20312PDF-02 (11/06)

How to Edit Second Name Letter Form Online for Free

schwab second name letter form can be completed online with ease. Just make use of FormsPal PDF tool to get the job done in a timely fashion. FormsPal development team is relentlessly working to improve the editor and enable it to be even faster for clients with its cutting-edge features. Make the most of the current revolutionary prospects, and discover a trove of unique experiences! Getting underway is simple! All you have to do is take the following simple steps down below:

Step 1: Press the "Get Form" button above on this webpage to open our editor.

Step 2: The tool helps you modify most PDF files in a variety of ways. Transform it with your own text, correct existing content, and add a signature - all manageable within minutes!

This PDF doc needs specific details; to guarantee accuracy and reliability, remember to adhere to the next steps:

1. Begin filling out your schwab second name letter form with a selection of major blanks. Get all the necessary information and ensure absolutely nothing is neglected!

A way to complete second name letter schwab part 1

2. The subsequent stage is to submit these particular blanks: New Name, First Name, Middle, Please Read and Sign, I authorize Charles Schwab Co Inc, First Name, Middle, Last, Last, Date, Signature Account Holder, mmddyyyy, and WB Charles Schwab Co Inc All.

Last, Middle, and Please Read and Sign in second name letter schwab

As to Last and Middle, make sure you don't make any errors in this section. These are viewed as the key fields in this document.

Step 3: Just after taking another look at the entries, hit "Done" and you're done and dusted! Make a free trial plan with us and gain direct access to schwab second name letter form - with all transformations preserved and available in your FormsPal account page. With FormsPal, you can certainly fill out forms without worrying about database leaks or records being distributed. Our secure platform makes sure that your private information is kept safely.