Directory information, not recipient confirmation. Fax numbers can change and differ by department, location, form, or plan. Confirm this destination directly with Schwab Retirement Plan Services, Inc. before sending sensitive documents. FaxFlow is not affiliated with this organization.
Schwab Retirement Plan Services, Inc. fax number
(877) 312-3347
Distribution Processing
Used for: Submitting retirement plan forms (e.g., rollover contributions and hardship withdrawal applications) to Schwab Retirement Plan Services, Inc. for processing.
Fax destination details
- Department
- Distribution Processing
- Purpose
- Submitting retirement plan forms (e.g., rollover contributions and hardship withdrawal applications) to Schwab Retirement Plan Services, Inc. for processing.
- Form
- Rollover Contribution Instructions & Application; Hardship Withdrawal Application — Rollover Contribution Instructions & Application; Hardship Withdrawal Application
- Address
- Schwab Retirement Plan Services, Inc., P.O. Box 388, Richfield, OH 44286-0388; Attn: Distribution Processing, 4150 Kinross Lakes Parkway, Richfield, OH 44286
- Voice phone
- 800-724-7526
- 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 and sign the form; fax to 877-312-3347 or mail to Schwab Retirement Plan Services, Inc. at Richfield, OH. For rollovers, follow Steps 1–4 as documented; for hardship withdrawals, follow Steps 1–6; actions include providing plan details, IDs, and tax forms as applicable.
Sources and verification
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