Make check payable to “Charles Schwab and Co Inc” and write or print “FBO John Smith (your name) Acct No. ######## (all 8 digits) in the Memo section on the front of the check as well.
Make check payable to the individual on the account and the Schwab retirement account number.
Regular Mailing:
Schwab Institutional
PO Box 982603
El Paso, Texas 79998
Overnight Mailing:
Schwab Institutional
1945 Northwestern Drive
El Paso, Texas 79912
IMPORTANT NOTICE:
Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor whose name appears on this website. Sierra Asset Management is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Sierra Asset Management provides investment advisory services for your account. Schwab has agreements with Sierra Asset Management under which Schwab provides Sierra Asset Management with services related to your account. Schwab does not review the Sierra Asset Management website, and makes no representation regarding the content of the Web site. The information contained in the Sierra Asset Management Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
* Traditional and Roth IRA checks must indicate the contribution year.
** SEP-IRA, SARSEP-IRA and SIMPLE IRA deposits will be posted in the current calendar year of the contribution, even if it is not the same as the tax-reporting year.
