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CSSS 03281C 0517-Page 1 of 8DO NOT STAPLESchwab 529 College Savings Predesignated Beneficiary Change Form Complete this form if you would like to change the Designated Beneficiary on your Schwab 529

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What is changing - schwab retirement?

Schwab retirement accounts are transitioning to Charles Schwab accounts.

Who is required to file changing - schwab retirement?

All Schwab retirement account holders are required to file the changing.

How to fill out changing - schwab retirement?

To fill out the changing, account holders need to follow the instructions provided by Charles Schwab.

What is the purpose of changing - schwab retirement?

The purpose of the changing is to merge Schwab retirement accounts with Charles Schwab accounts for better account management.

What information must be reported on changing - schwab retirement?

Account holders must report account details, personal information, and any new preferences or instructions.

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