PDAP
Prepare for a First Class Retirement - Schwab Retirement Plan ...
Prepare for a First Class Retirement - Schwab Retirement Plan ...
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PAGE HEADER + UPPERCASE<br />
ACCOUNT ACCESS<br />
<strong>PDAP</strong> Web site<br />
<strong>PDAP</strong><br />
Service Center<br />
www.schwabplan.com/<strong>PDAP</strong>/<br />
To log in to your <strong>PDAP</strong> account at Schwab for the first time after the transition is<br />
complete, use your Social Security number (no spaces or dashes) as your Login<br />
ID. You will also need the personalized password that will be sent to you by<br />
Schwab. You will be required to create a new password. You will have the option to create<br />
a new Login ID if you do not wish to use your Social Security number in the future.<br />
1-866-OUR-<strong>PDAP</strong> (1-866-687-7327)<br />
Monday through Friday between 6:00 a.m. and 10:00 p.m. CT<br />
If you are calling from outside the United States, dial the Country Access Code + 866-687-7327.<br />
AT&T’s web site (www.usa.att.com/traveler) has a list of access numbers by country.<br />
On-the-go<br />
access to<br />
your <strong>PDAP</strong>:<br />
Schwab Workplace Retirement App for iPhone®, Android, or Kindle Fire.<br />
• Check your account balance<br />
• View your account performance<br />
• See how much you are contributing each paycheck<br />
• Look at your account activity<br />
System availability and response times are subject to market conditions and mobile connection limitations.<br />
Apple, the Apple logo, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries<br />
Android is a trademark of Google Inc.<br />
Kindle Fire is a trademark of Amazon.com Inc. or its affiliates.<br />
If you lose your password, call the <strong>PDAP</strong> Service Center. For identity authentication, the representative will<br />
ask a series of questions before providing access to your <strong>PDAP</strong> account.<br />
Be sure to keep your account access information confidential. You will not be able to set up an Account Proxy for<br />
your <strong>PDAP</strong> account and others may not conduct transactions through the <strong>PDAP</strong> Service Center on your behalf.<br />
(This does not apply to the IBA if you have a valid Limited Power of Attorney form on file with Schwab.)<br />
1<br />
Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), the registered<br />
broker/dealer, which also provides other brokerage and custody services to its customers.<br />
Please consult the Summary Plan Description for more information regarding your rights and responsibilities under the <strong>PDAP</strong>.<br />
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the<br />
appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be<br />
acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.<br />
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade,<br />
maintenance, or for other reasons.<br />
Schwab Retirement Plan Services, Inc., Charles Schwab Bank, and Charles Schwab & Co., Inc. are separate but affiliated companies<br />
and subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc.<br />
(Member SIPC). Trust and custody services are provided by Charles Schwab Bank.<br />
Schwab Retirement Plan Services, Inc., (“Schwab”), provides recordkeeping and related services with respect to retirement plans.<br />
CS80970-06 (0912-5893) NWS69799UAL (10/12)<br />
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