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INHERITANCE CENTER


TO-DOTO DO LIST

Once all the to-dosto do list items for an account are done, assets will
transfer within 5 business days.


MOVING ASSETS TO YOUR IRA

From

Troy’s Traditional IRA

account ending in 873

xxxx-x873

To

Your IRA

Not opened yet

 * Open Your IRA
   
   

 * Upload Authorization to Move Money – Brokerage Account
   
   

 * Upload Small Estate Affidavit
   
   

 * Upload Name Change
   
   

INHERITANCE HELP

The Inheritance Center offers online experiences for the listed account
type(s)type or types. If you'd like more info about your to-doto do list,
inheritance options, or how to open another account type, please contact us.
Case ID: ES-123456
Contact us
Inheritance FAQs



DISCLOSURES & FOOTNOTES

The information provided is for general informational purposes only and is not
intended to be a substitute for specific individualized tax, legal, or
investment-planning advice. Where specific advice is necessary or appropriate,
Schwab recommends you consult with a qualified tax, legal, estate, or investment
advisor prior to making any decision.

(0422-2B8T)

Close

The information provided is for general informational purposes only and is not
intended to be a substitute for specific individualized tax, legal, or
investment-planning advice. Where specific advice is necessary or appropriate,
Schwab recommends you consult with a qualified tax, legal, estate, or investment
advisor prior to making any decision.

(0623-35RU)

The information provided is for general informational purposes only and is not
intended to be a substitute for specific individualized tax, legal, or
investment-planning advice. Where specific advice is necessary or appropriate,
Schwab recommends you consult with a qualified tax, legal, estate, or investment
advisor prior to making any decision.

(0623-35RU)