How To Delete Or Extract Funds From A Loved One's Charles Schwab Account
Delete or extract funds from your loved one’s Charles Schwab account
Taking control of a loved one’s online accounts can be a major decision. But if you're ready to move forward then simply follow the guidelines below. It could be to shut down the account entirely, or you might want to memorialize it or extract content first.
If you're doing it for your own account then of course log in ahead of time. But if you're doing it for someone else - maybe they've passed away or become incapacitated - then you might need to tackle it without a login or password.
Remember: GoodTrust can help you take any of these actions and save you the time, stress and hassle. Check out our Digital Executor feature to learn more.
How to Delete A Charles Schwab Account (WITHOUT PASSWORD):
Prepare important documents
Submit your request here and call customer support service
Follow instructions from CS Representative
Deceased full name and email
Copy of your own government ID to prove relationship with the deceased
Deceased social security number
Copy of death certificate
Proof of authority such as a Power of Attorney or Testament
How to Delete A Charles Schwab Account (WITH PASSWORD):
Speak with Customer Service and ask them to help you transfer the remaining funds and close the account.
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