Forms and Tips

Here are some helpful charts, forms, etc. to assist you in your organizational efforts and in preparation for tax season.

• Accessing Your Schwab Account Online
• Authorization to Release Information
• Credit Card Authorization Form
• Estate Planning Profile
• Glossary of Investment Terms
• Trade Confirmation Tracking Sheet
• What Documents to Keep  
• Downloading Tax Documents on Schwab.com
• Schwab Mobile Apps
• Cost Basis: Understanding your 1099

When calculating your return on investment, remember the following factors:

• Principal amount / Cost of assets
• Dividends
• Deposits
• Inflation
• Withdrawals
• Present Value

Suspect fraud?

If you suspect fraud or identity theft, the faster you act the better. Here is what you need to do, right now.

1) Contact CWM immediately at 800-268-2440 or info@ComprehensiveWealth.com

2) If unauthorized activity is confirmed, let the credit bureaus know:

• Equifax  - Call 800-525-6285 or write P.O. Box 740250 Atlanta, GA 30374
• Experian  - Call 888-397-3742 or write P.O. Box 9556 Allen, TX 75013
• TransUnion - Call 800-680-7289 or write P.O. Box 6790 Fullerton, CA 92634

3) Notify the appropriate government agency:

• Visit www.ftc.gov/bcp/edu/microsites/idtheft/ to learn more
• Forward suspicious emails to nophishing@cbbb.bbb.org

Have suggestions for information you would like added to this page? Please contact us with your ideas.