Directory information, not recipient confirmation. Fax numbers can change and differ by department, location, form, or plan. Confirm this destination directly with Charles Schwab & Co., Inc. before sending sensitive documents. FaxFlow is not affiliated with this organization.
Charles Schwab & Co., Inc. fax number
(888) 526-7252
IRA Custodian / Retirement Plan Services
Used for: Qualified Charitable Distribution (QCD) submission from an IRA custodian to a designated charity; Schwab acts as the custodian and processes the QCD distribution. The fax line 1-888-526-7252 is used to receive submission documents.
Fax destination details
- Department
- IRA Custodian / Retirement Plan Services
- Purpose
- Qualified Charitable Distribution (QCD) submission from an IRA custodian to a designated charity; Schwab acts as the custodian and processes the QCD distribution. The fax line 1-888-526-7252 is used to receive submission documents.
- Form
- Qualified Charitable Distribution (QCD) distribution form — Qualified Charitable Distribution (QCD) Form
- Address
- East: P.O. Box 628291, Orlando, FL 32862-8291; West: P.O. Box 982600, El Paso, TX 79998-2600; Overnight East: 1958 Summit Park Dr., Ste. 200, Orlando, FL 32810; Overnight West: 1945 Northwestern Dr., El Paso, TX 79912
- Voice phone
- 1-855-435-4000
- Website
- Visit organization website
Before you send
- Confirm that this exact department handles your document or request.
- Check the organization website or call its main line for the current fax number.
- Include a cover sheet and any case, member, claim, or form reference required.
- Keep the delivery confirmation with your submission records.
Complete the QCD form with donor information, IRA custodian details, amount, and the charity designated to receive the distribution; submit to Charles Schwab via fax (1-888-526-7252) or secure methods per Schwab’s instructions; allow Schwab to process and forward to the charity.
Official form instructions are published as a downloadable file on the organization's website.
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