Videos & forms

U.S./Domestic Stock Plan Services Schwab One^® Account Application/Employee Stock Option Exercise and Equity Award Agreement: Required to open your Schwab account and to authorize Schwab to perform an equity award transaction. Includes Transfer of Account form.

Schwab One International^® Application, W-8BEN, and Employee Stock Option Exercise and Equity Award Agreement: Required to open your Schwab account and to authorize Schwab to exercise your employee stock options.

W-8BEN: If you are a nonresident alien (NRA) or foreign entity, use this form to establish your foreign status for U.S. tax-withholding purposes. You must complete and sign this form to:

• Update changes to NRA status.
• Recertify NRA status every third calendar year.

Employee Stock Option Exercise, Equity Award and Equity Award Center Agreement: Required to use an existing Schwab account to exercise your employee stock options and/or add the margin feature to your account.

Notice of Intent to Exercise: Notifies Schwab of options you may want to exercise in the future. On receipt of this form, Schwab may, but is not obligated to, contact your company for verification that the options are available to exercise.

Domestic Wire Transfer Request: Required to transfer money from Schwab to an outside account. A $15.00 wire transfer fee may apply. To avoid processing delays, be sure to complete all fields, including account numbers and your signature.

International Wire Transfers Authorization Form: Wire Transfer Authorization form for participants outside the U.S. A wire transfer fee may apply. To avoid processing delays, be sure to complete all fields, including account numbers and your signature. Note: Funds are available for transfer on or after the settlement date.

Transfer of Account: Required to transfer securities and/or funds from another financial institution.

FAILURE TO FILE THE PROPER INTERNAL COMPANY FORMS DIRECTLY WITH THE ISSUING COMPANY MAY DELAY YOUR TRANSACTION. IN ADDITION, YOUR STOCK OPTIONS AND/OR EQUITY AWARDS MAY BECOME WORTHLESS IF REQUIRED PAPERWORK IS NOT RECEIVED AND YOU FAIL TO TAKE APPROPRIATE ACTION BY THE EXPIRATION DATE OF YOUR OPTIONS AND/OR EQUITY AWARDS.