CLEAR PRINT
Transfer of Assets Out
Partial Account or Charitable Gift Transfers
Page 1 of 2
• Use this form to make Partial Transfers or charitable gift donations by transferring stocks, bonds, and/or mutual funds from your Schwab account
to an individual or charitable organization account held at another financial institution.
• For donations to a donor-advised fund account at DAFgiving360™, please use the Contribute to Your Donor-Advised Fund Account form located on
dafgiving360.org.
1. Schwab Account Information
Schwab Account Number Account Title/Registration
2. Transfer Instructions
Charitable Gift Partial Transfer (Not a charitable gift)
Please note: If you do not select Charitable Gift, this distribution will be processed as a Partial Transfer.
Charitable Organization or Individual Recipient Information. (If you are transferring mutual funds, contact the receiving institution to obtain delivery
instructions.)
Receiving Institution Account Number Account Title/Registration
Contact Name at Charitable Organization or Name of Individual Recipient Telephone Number
Name of Receiving Institution DTC Number (Required)
If you selected Charitable Gift above, your name will appear as the charitable gift donor unless you check the following box:
I wish for this gift to be anonymous.
3. Securities to Be Transferred
For each security listed, indicate either Purchase Date and Cost Per Share or Alternate Accounting Method.
Purchase Alternate Accounting Method
Name of Stock/Bond/Mutual Number of Shares to Cost Per Share
Symbol/Ticker/CUSIP Date (Please indicate: FIFO, LIFO,
Fund be Transferred* (Optional)
(Optional) Low-Cost, or High-Cost)
©2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
AEM11584218 (0225-VSER) APP39630-11 (02/25)
Transfer of Assets Out Partial Account or Charitable Gift Transfers Page 2 of 2
If a specific lot is not available, we will apply your account's default accounting method. FIFO (first in, first out) is applied when the mutual fund is set
to average cost. Please reference the Cost Basis Disclosure Statement for additional details.
*Only whole shares of equity/stock can be transferred (any fractional shares requested will remain in the account). Shares cannot be specified in a
dollar amount.
For additional assets, please attach a spreadsheet.
4. Authorization to Transfer
Please accept this letter as authorization to transfer the above-listed security(ies) from my/our Schwab account to the designated individual or
charitable organization listed above. Transfers made as a Charitable Gift are irrevocable. Shares will be transferred in kind and are not to be
liquidated. I hereby release and discharge Schwab and its affiliates from any liability or claims in connection with the aforementioned instructions
and agree to indemnify and hold Schwab harmless against any losses from any action, claim, or demand of any person based upon Schwab acting
under these instructions.
Signature(s) and Date(s) Required
✘ signer1_SignHere signer1_DateSigned
Signature: Account Holder Today's Date (mm/dd/yyyy)
signer1_DocuSignFullName
Print Name
✘
Signature: Additional Account Holder Today's Date (mm/dd/yyyy)
Print Name
5. Return Instructions*
Return your completed form using any of the following methods:
• Upload online with secure messaging (if you are an existing client and have online access to your account).
1. Go to www.schwab.com and log in to your account.
2. Click the envelope icon to access Message Center, and then click Upload Document.
• Fax to 1-877-824-3726, Attention: Outgoing Transfers.
• Bring to your nearest Schwab branch (visit www.schwab.com/branch for locations).
*Clients of independent Investment Advisors may also return the form to your advisor directly or contact Schwab Alliance at 1-800-515-2157.
DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization
which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as
described in Sections 501(c)(3), 509(a)(1), and 170( b)(1)(A)(vi) of the Internal Revenue Code.
©2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
AEM11584218 (0225-VSER) APP39630-11 (02/25) PRINT
