Schwab PCRA Booklet

Effective immediately, in addition to the Scwhab LPOA, Trinity Health employees enrolling in PCRA need to complete a Hold Harmless Agreement. Both forms can be downloaded below:

Schwab PCRA Hold Harmless Agreement
Schwab LPOA

Click on the appropriate link below for a brochure describing the Schwab Personal Choice Retirement Account (PCRA):

Schwab PCRA: Instructions from Trinity Health
Schwab PCRA: A guide from Charles Schwab & Co., Inc.