Yes! You can use AI to fill out Statement Bundling Letter of Authorization Form
This form is a letter of authorization provided by Charles Schwab & Co., Inc. for account holders to manage their statement delivery preferences. It allows clients, through their Investment Advisor, to request that statements from multiple accounts be combined (bundled) into one envelope or separated (unbundled) into individual envelopes. This is important for organizing financial documents and requires the signatures of all account holders involved in the bundling request. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
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Form specifications
| Form name: | Statement Bundling Letter of Authorization Form |
| Number of pages: | 1 |
| Language: | English |
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How to Fill Out APP23626-04 Online for Free in 2026
Are you looking to fill out a APP23626-04 form online quickly and accurately? Instafill.ai offers the #1 AI-powered PDF filling software of 2026, allowing you to complete your APP23626-04 form in just 37 seconds or less.
Follow these steps to fill out your APP23626-04 form online using Instafill.ai:
- 1 Navigate to Instafill.ai and upload or select the Statement Bundling Letter of Authorization Form.
- 2 Use the AI assistant to fill in the Investment Advisor (IA) Information, including the firm name and master account number.
- 3 In Section 1, specify the statement bundling instructions by checking 'Bundle' or 'Unbundle' for the relevant accounts.
- 4 List the Primary Account number and name, followed by all additional accounts to be included in the bundling or unbundling action.
- 5 Review all entered account details and instructions to ensure they comply with the bundling restrictions listed on the form.
- 6 Proceed to Section 2 to have all required account holders provide their digital signatures and the current date.
- 7 Download the completed, signed form to submit to Charles Schwab & Co., Inc.
Our AI-powered system ensures each field is filled out correctly, reducing errors and saving you time.
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Frequently Asked Questions About Form APP23626-04
This form allows you to authorize Charles Schwab to either combine statements from multiple accounts into a single envelope (bundling) or separate them back into individual envelopes (unbundling).
Any Charles Schwab account holder who wants to change how their paper statements are mailed should use this form. Your Investment Advisor (IA) will also need to complete their information at the top.
The primary account is the main account in a bundle whose mailing address will be used for all the combined statements. You must designate one account as the primary when requesting to bundle statements.
No, signatures from account holders are not required for unbundling requests. You only need to provide signatures when you are requesting to bundle accounts.
All accounts in a bundle must share the same mailing address, and a bundle must contain at least two accounts. You also cannot combine different statement types, such as retail and institutional accounts, in the same envelope.
Yes, but only if the trustees listed on the trust account are the same individuals as the owners on the other accounts you wish to bundle.
No, the form states that corporate registration types may not be combined with any other registration types in a statement bundle.
For bundling requests, all account holders of all accounts that are being combined must sign the form. This includes primary account holders, joint account holders, and all trustees for any trust accounts involved.
If you need more space, you should use a second Statement Bundling Letter of Authorization form. Ensure you designate the same primary account on the additional form to link the requests.
After completing and signing the form, you should return it to your Investment Advisor. They will review it and submit it to Charles Schwab for processing.
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save you time and help prevent errors. This is especially useful for entering repetitive information like names and account numbers.
You can use a service like Instafill.ai to complete the form digitally. Simply upload the PDF, and the tool will make the fields interactive for you to type in your information or use AI to auto-fill them.
If you have a non-fillable or 'flat' PDF, you can use a tool like Instafill.ai. It can convert the static document into an interactive, fillable form, allowing you to easily complete it on your computer.
Compliance APP23626-04
Validation Checks by Instafill.ai
1
IA Information Completeness
This check ensures that the 'IA Firm Name' and 'IA Master Account Number' fields are both filled out. This information is critical for identifying the Investment Advisor initiating the request and for internal routing and verification. A failure would result in the form being rejected as it cannot be attributed to a specific advisor.
2
IA Master Account Number Validity
Validates that the 'IA Master Account Number' exists in the system and is associated with the provided 'IA Firm Name'. This check prevents unauthorized requests and ensures the advisor has the authority to make changes. If the number is invalid or doesn't match the firm, the submission is flagged for security review and rejected.
3
Minimum Action Specified
This validation confirms that at least one 'Bundle' or 'Unbundle' checkbox has been selected for at least one account on the form. A form submitted with no action selected is incomplete and serves no purpose. The system would reject the form and notify the submitter that an instruction is required.
4
Bundle Minimum Account Count
If any 'Bundle' action is selected, this check verifies that at least two accounts are marked for bundling, as per the form's instructions. A bundle cannot be created with a single account. If this rule is violated, the request will be rejected with an error message explaining that a bundle requires a minimum of two accounts.
5
Primary Account Designation for Bundling
This check ensures that if any 'Additional Account' is marked for bundling, the 'Primary Account' is also marked for bundling. The primary account's address is used for the entire bundle, making its inclusion mandatory. A failure would cause the form to be rejected, as the system cannot create a bundle without a designated primary account.
6
Account Number and Name Match
For every account number entered on the form, this validation cross-references the system of record to ensure the provided 'Account Name' matches what is on file. This check is crucial for preventing actions on incorrect accounts due to typographical errors in the account number. A mismatch would halt processing and require manual correction and verification.
7
Address Consistency for Bundling
This is a critical backend check that verifies all accounts being bundled share the exact same mailing address in the system. This rule is explicitly stated on the form to ensure all statements are deliverable to a single location. If addresses differ, the bundling request will be denied, and the user will be instructed to update the account addresses before resubmitting.
8
Account Type Compatibility for Bundling
This validation enforces the rules against bundling incompatible account types, such as mixing Corporate registrations with other types or Schwab Institutional with Retail accounts. This is important for regulatory and system processing reasons. A request with incompatible types will be rejected with a specific error detailing which accounts are in conflict.
9
Exclusive Membership in Bundles
Verifies that any account being added to a new bundle is not already part of an existing statement bundle. The form states an account can only exist in one bundle. This check prevents processing conflicts and ensures data integrity. If an account is already bundled, the request will fail.
10
Conditional Signature Requirement for Bundling
This check enforces the rule that signatures are required if and only if a 'Bundle' action is requested. Unbundling does not require signatures. This prevents unnecessary processing delays for unbundling and ensures proper authorization is obtained for bundling. A bundling request without signatures will be rejected as incomplete.
11
Signatory Authority Verification
For bundling requests, this validation matches the printed names and signatures against the list of all authorized account holders for all accounts involved. This is a vital security measure to confirm that all required parties have consented to the action. If any required signature is missing or a signer is not authorized, the request is rejected due to lack of proper authorization.
12
Signature Date Format and Plausibility
This check ensures that any date provided in the signature section follows the 'mm/dd/yyyy' format and is a plausible date (e.g., not in the future, not in the distant past). This maintains data consistency and helps identify potentially stale or invalid forms. An invalid date format or a future date would cause the form to be rejected for correction.
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