When logged in navigate to Templates on the left side navigation then click on Library


 
Scroll to the bottom of the library where you should now see the Schwab Template Package.

Click on the Schwab box and then click on Install Template Package button.  You can click on the Preview button to the right of any of the templates to preview them.

You'll now see a Custodial Templates subsection in your library.  When you click on this you'll then see all of the available custodial templates.
 

You can also preview any of the templates by clicking on them then clicking on the preview button.
 

Clicking on the configure button to input your information that will pre-populate on the form.
 

Please note that these forms are not customizable.

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