3. Account Holder Information For information about Schwab’s privacy policy, see the Schwab One® Account Application Agreement. Primary Account Holder / Minor / Executor Name – First Middle Last Suffix Social Security / Tax ID Number Date of Birth (mm/dd/yyyy) Preferred Name or Alias (if applicable) Regulations require that you provide us with your legal address. Home / Legal Street Address (no P.O. boxes) City State or Province Zip or Postal Code Country Mailing Address (if different from home / legal address. P.O. boxes may be used.) City State or Province Zip or Postal Code Country Telephone Number Mobile Number Work Number Extension Email Address *By providing your email address, you consent to receiving email from Schwab. Mother’s Maiden Name Country(ies) of Citizenship USA Other Country of Legal Residence (Select only one.) USA Other ID Number and Type (Please select only one and provide details below.) Passport Driver’s License Gov’t-Issued ID Identification Number Country of Issuance State of Issuance (if applicable) Issue Date (mm/dd/yyyy) Expiration Date (mm/dd/yyyy) Employment Information (Please select only one.) Employed Self-Employed Retired Homemaker Student Not Employed Trusted Contact Person 1 Name – First Middle Last Suffix Relationship (Please select only one.) Spouse Partner Child Parent Sibling Friend Other Mailing Address (no P.O. boxes) City State or Province Zip or Postal Code Country Telephone Number Mobile Number Email Address Additional Account Holder / Custodian / Co-Executor Name – First Middle Last Suffix Social Security / Tax ID Number Date of Birth (mm/dd/yyyy) Preferred Name or Alias (if applicable) Home / Legal Street Address (no P.O. boxes) City State or Province Zip or Postal Code Country Mailing Address (if different from home / legal address. P.O. boxes may be used.) City State or Province Zip or Postal Code Country Telephone Number Mobile Number Work Number Extension Email Address Mother’s Maiden Name Country(ies) of Citizenship USA Other Country of Legal Residence (Select only one.) USA Other ID Number and Type (Please select only one and provide details below.) Passport Driver’s License Gov’t-Issued ID Identification Number Country of Issuance State of Issuance (if applicable) Issue Date (mm/dd/yyyy) Expiration Date (mm/dd/yyyy) Submit