To obtain forms below, select the delivery option that best fits your needs

Telephone
Call Schwab International Services

Outside the U.S.
In the U.S.

+1-415-667-7870
877-853-1802

In Person
At a Schwab Investor Center within the United States.

Download to Your PC
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Schwab One International® Account Application
Schwab One International® Corporate Account Application
IRS Form W-8BEN
Add Option, Margin and Short Capabilities Application
Authorization to Purchase Offshore Investment Shares
Power of Attorney (POA)
Transfer Your Account to Schwab
Wire Funds
Schwab IRA Account Application
Household Exception Form

Schwab One International® Account Application
Basic document required for account opening.
(PDF: 468 KB) English-language Form
(PDF: 1,666 KB) Chinese-language Form
(PDF: 693 KB) Spanish-language Form

Basic document required for account opening. Non-U.S. persons, please submit a Substitute Form W-8BEN (below), an IRS requirement, in addition to Schwab One International Account Application.

(English-language Form)

(Chinese-language Form)

(Spanish-language Form)

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Schwab One International® Corporate Account Application
Basic documents required for opening a Corporate Account.
(PDF: 1,533 KB)

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Update Your Schwab One International® Corporate Account
Use this form to remove or add Authorized Agents on an existing Schwab One International Corporate account.
(PDF: 472 KB)

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Schwab One International® Corporate Account Application Addendum
Use this addendum for one of these two purposes: (1) to include additional directors, executive officers and beneficial owners; and/or (2) to provide information regarding related entities
(PDF: 345 KB)

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IRS Form W-8BEN
Complete one form for each non-U.S. persons to establish non-U.S. person status, to claim beneficial ownership of the income for which the form is being provided, and, if applicable, to claim a reduced rate of, or exemption from, withholding as a resident of a foreign country with which the United States has an income tax treaty. If there is a U.S. address in your account documentation, such as your mailing address or U.S. based Power of Attorney (POA), please supply the additional documents listed in the section "Important Information about Tax Withholding on Your Schwab Account".
(PDF: 194 KB) English-language Form
(PDF: 265 KB) Spanish-language Form

(English-language Form)

(Chinese-language Form)

(Spanish-language Form)

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Add Option, Margin and Short Capabilities Application
(PDF: 145 KB)

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Authorization to Purchase Offshore Investment Shares
This form is required for non-U.S. persons who intend to invest in Offshore Mutual Funds including Offshore Sweep Funds.
(PDF: 169 KB) English-language Form
(PDF: 316 KB) Chinese-language Form
(PDF: 253 KB) Spanish-language Form

(English-language Form)

(Chinese-language Form)

(Spanish-language Form)

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Transfer Your Account to Schwab
This form should be used to fund your account if you will transfer assets from another brokerage firm.
(PDF: 256 KB)

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Power of Attorney (POA)
You will need this form if you want to name an Agent (Attorney-In-Fact) to act on your behalf in connection with your Schwab account.
(PDF: 333 KB)

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Wire Funds
Use this form to authorize fund transfer to send a wire from your Schwab account.
(PDF: 255 KB)

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Schwab IRA Account Application
Traditional IRA/Roth IRA/Rollover IRA. Only available to U.S. persons.
(PDF: 437 KB)

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Household Exception Form
Use this form to link eligible accounts together in your household in order to qualify for possible fee waivers, lower trade commissions and other benefits or features.
(PDF: 57 KB)

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(1006-5294)

Consult our investment professionals

Call +1-415-667-7870 (877-853-1802 in the U.S.), or email us to discuss your options.