Reset Form

Update/Verification
of Address Form Return Options:
Electronically via Message Center:
Log in and go to Client Services >
Message Center to attach the file
Regular Mail:
PO Box 2760, Omaha, NE 68103-2760
Overnight Mail:
200 South 108th Avenue
Log in and update addresses online: Client Services>My Profile> Omaha, NE 68154-2631
Personal Information>Edit Fax: 866-468-6268

1 Account(s) to Update

Account Number: Account Number:

Account Number: Account Number:

2 Current Address Information

Account Owner Name:

Home Address (no PO box or mail drop):

City: State: Zip Code: Country:

Mailing Address (if different than above):

City: State: Zip Code: Country:

New Primary Phone Number (if applicable): New Secondary Phone Number (if applicable):
C C heck here if this is not a U.S. phone number C C heck here if this is not a U.S. phone number

New Email Address (if applicable):

*TDA370* Page 1 of 2 TDA 370 F 01/21

 3 Account Co-Owner Information (if applicable)

Complete this section ONLY if a joint owner/authorized individual has a separate address. This individual must already be
an owner or authorized on the account.

Account Co-Owner Name:

Home Address (no PO box or mail drop):

City: State: Zip Code: Country:

New Primary Phone Number (if applicable):

C Check here if this is not a U.S. phone number

4 Authorizations

Please note: For Account(s) listed in Section 1, all Account Owners and Authorized Agents must sign below.

Account Owner's Signature: Account Co-Owner’s Signature:

Sign Here X X
Original Date: Date:
signatures
are required;
electronic
signatures
and/or Account Co-Owner's Signature: Account Co-Owner’s Signature:
signature
fonts are not X X
authorized
Date: Date:

Investment Products: Not FDIC Insured * No Bank Guarantee * May Lose Value

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned
by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. ©2021 Charles Schwab & Co. Inc. All rights reserved.

Page 2 of 2 TDA 370 F 01/21