I’ve completely lost touch with my beneficiary. What happens if I can find her in order to sign the new account documents in time?
We will restrict the account to prevent new purchases, transfers, or withdrawals from the account. For a period of time, you will be able to place selling orders and continue to view the account on schwab.com. However, if we haven’t heard from the beneficiary within 90 days from the date custodianship ends, we will reregister the account in the beneficiary’s name and restrict the account until instructions are received. At that time, your access to the account will end.
