Common use of Limited Availability Clause in Contracts

Limited Availability. Only Schwab One accounts with Individual or Joint Tenants with Rights of Survivorship (or Community Property with Rights of Survivorship) registrations are eligible for the Plan. Accounts registered as Community Property without Rights of Survivorship (and IRAs or other retirement accounts) are ineligible. Your primary residence must be in a state in which Schwab offers the Plan. By enrolling in the Plan, you represent to us that your primary residence is in one of these states. You understand that the Plan automatically terminates at any time you no longer have a primary residence in a state that allows for the Plan, in which event all designations cease having any legal effect. It is your responsibility to notify us in writing when your primary residence ceases to be in an eligible state, and we will then cancel your enrollment in the Plan. If you reestablish a primary residence in a state where Schwab offers the Plan, you must complete a new Designated Beneficiary Plan Agreement. If you have any questions as to whether your primary residence is in a state where Schwab offers the Plan, please contact your Investment Advisor.