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Supplemental Documents you may need to collect!

📎 Supplemental Documents & Information (As Applicable)

✅ Void Check or Bank Statement

For adding Moneylink!

✅ Non-Schwab Statements

For transfers from another firm!

✅ Schwab statements

For verifying account numbers and account types before linking

✅ Death Certificate

For Inherited IRAs, estate proceedings, or registration updates

✅ Trust Document or Certification of Trust

To open a trust account

✅ Power of Attorney Document

For authorized third parties

✅ marriage certificate or divorce decree

For name changes

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.