Forms and Applications
Ready to invest in the U.S. market? Below you will find convenient links to important disclosures and forms.
Forms & Applications
Transfers & Payments
- Instructions to Wire Funds into Your Schwab Account
Wire funds from other institutions into your Schwab account - Transfer Your Account to Schwab
Transfer securities and/or funds from another financial institution into your Schwab account - Wire Funds
Set up a domestic wire transfer to an account at a financial institution located in the United States - Wire Funds: International with Letter of Authorization Form
Set up an international wire transfer to an account at a financial institution outside of the United States
Update Account Features
- Authorization to Purchase Offshore Investment Shares | 中文 | Español
Required for non-U.S. persons who intend to invest in offshore mutual funds - Add Options, Margin, and Short Capabilities
Add options trading and/or margin features to your Schwab account - Household Exception Form
Link eligible accounts together in your household in order to qualify for possible fee waivers and other benefits or features - Schwab International Client Information Update Form | 中文 | Español
Use this form to update your address, phone number, email address and other client information on your account(s) - Update your Schwab One International Account
Use this form to convert your Schwab account or Schwab One account to a Schwab One International Account and order checks for the account - Update your Schwab One International Corporate Account
Use this form to add or remove Internal Control Person or Beneficial Owners to or from your Schwab Corporate account
Tax & Legal Issues
- Add a Trusted Contact Person | 中文 | Español
Use this form to add up to two Trusted Contacts for your Schwab accounts. - Trading and Withdrawal Authorization | 中文
Name an Agent to act on your behalf in connection with your Schwab account. - Letter of Explanation
Complete this form if you claim foreign (outside the U.S.) status and use a U.S. address or phone number, use an address outside the country of your permanent residence, and/or were born in the U.S. - W8 Resource Center
Helpful instructional video & resources for completing the Substitute W-8BEN Form and associated forms - Substitute Form W-8BEN for Individual | 中文 | Español
- Substitute W-8BEN-E for Entities
- Substitute W-8IMY