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Forms

Money management forms

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Roll money into your plan

From other retirement plans

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Beneficiary distribution

Payouts to beneficiaries

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If you're divorcing

Guidance for you and your attorney

Rollover and transfer funds
Review this form for information regarding special tax information for plan payments

Enrollment forms

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Participation Agreement

Enroll online

Print the form
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Schwab Self Directed Brokerage Account Participation Agreement

Print the form

Additional forms are available once you log in to your account.

Note: Deemed IRA participants are now allowed to take a qualified charitable distribution. A Qualified Charitable Distribution means any distribution from a Participant's Deemed IRA Account under the Plan that meets the following requirements:

i. The distribution shall not exceed $100,000 or the amount specified in Code section 408(d)(8)(A);
ii. The distribution is made directly by the trustee to a qualifying charitable institution as described in Code section 170(b)(1)(A), and
iii. The Participant for whose benefit the Deemed IRA Account is maintained is age 70 ½ or older as of the date of the distribution.

For more information, please contact one of your Retirement Specialists.