SetUp Forms for 401k Easy Standard Using Schwab PCRA Self-Directed Accounts as Asset Custodian

IMPORTANT : All forms must be downloaded, printed, completed, signed, scanned and sent directly to fvaguchay@401k-network.com

Forms for 401k Easy Using Schwab Self-Directed Accounts

Sample document for Plan Sponsor to refer to, while completing the actual form

Schwab Company Retirement Account Forms (Schwab CRA Forms) for New Accounts

Actual document for Plan Sponsor to be completed, signed, scanned and email as a pdf attachment to fvaguchay@401k-network.com