Common use of Privacy Act Notice Clause in Contracts

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-11

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA CALIFORNIA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-1111 14. FILE LOCATION 12 15. GENERAL - COMPLIANCE 12 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual(“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXXIRA, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine Xxxxxxx uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL Authorization For Direct Deposit of PaymentB (please complete form in its entirety) Select Company ResetB BUSINESS INFORMATIONB Agency/Agent Name:B Tax ID Number/SSN last four digits (whichever applies) YESB NO Receive e-mailB statement?B Phone Number:B TO RECEIVE E-MAILED STATEMENTS, via secure e-mail, (E-mail can only be sent to ONE address) ENTER E-MAIL ADDRESS BELOW:B BANK OR FINANCIAL INSTITUTION INFORMATION PLEASE ATTACH A DEPOSIT SLIP OR "VOIDED CHECK"B Select One: New AccountB Account ChangeB Cancel DepositB Financial Institution Name (as it appears on savings/checking account) Routing Number (9 digits): Type of Account:B Savings Account No.B Checking Account No.B AUTHORIZATION STATEMENTB By signing below, I request and authorize the Company stated above to deposit automatically to the checking or savings account stated in this authorization. I agree that each deposit the Company makes to this account will be a payment to me, without regard to the person or persons that may withdraw or receive funds from that account. Adjusting entries to correct errors are also authorized. This authority will remain in effect until I have canceled it in writing.B Signature:B Date : Please return this Authorization for FLORIDA LICENSEES Park and Refer Inc. Updated Table Direct Deposit of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2Payment along with a Deposit Slip or "VOIDED" check to the following e-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3mail address or fax number:B xxxxxxxxxxx@xxxxxxxxxxxxx.xxx Fax: (517) 000-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-110000X

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA INDIANA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, RENEWALS AND TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 2 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 4 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 8-9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00MEASURES 9 13. HANDLING OF CONFIDENTIAL INFORMATION 109-1111 14. FILE LOCATION 11 15. GENERAL - COMPLIANCE 11 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual (“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXXIRA, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine Xxxxxxx uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA CALIFORNIA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING AND DISCRIMINATION 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00MEASURES 10 13. HANDLING OF CONFIDENTIAL INFORMATION 10-1111 14. FILE LOCATION 12 15. GENERAL - COMPLIANCE 12 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual (“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA COLORADO LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-1111 14. FILE LOCATION 12 15. GENERAL - COMPLIANCE 12 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual (“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXXIRA, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine Xxxxxxx uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL INSURANCE AUTHORIZATION AND VERIFICATION Date: June 1, 2022 Property Schedule No. 1 To: Graton Community Services District (the “Lessee”) From: U.S. Bancorp Government Leasing and Finance, Inc. (the “Lessor”) 0000 Xxxxxx Xxxxxx Marshall, MN 56258 TO THE LESSEE: In connection with the above-referenced Property Schedule, Lessor requires proof in the form of this document, executed by both Lessee* and Xxxxxx’s agent, that Xxxxxx's insurable interest in the financed property (the “Property”) meets Xxxxxx’s requirements as follows, with coverage including, but not limited to, fire, extended coverage, vandalism, and theft: Lessor, AND ITS SUCCESSORS AND ASSIGNS, shall be covered as both ADDITIONAL INSURED and XXXXXX'S LOSS PAYEE with regard to all equipment financed or leased by policy holder through or from Lessor. All such insurance shall contain a provision to the effect that such insurance shall not be canceled or modified without first giving written notice thereof to Lessor and Lessee at least thirty (30) days in advance of such cancellation or modification. Lessee must carry GENERAL LIABILITY (and/or, for FLORIDA LICENSEES Park vehicles, Automobile Liability) in the amount of no less than $1,000,000.00 (one million dollars). Lessee must carry PROPERTY Insurance (or, for vehicles, Physical Damage Insurance) in an amount no less than the 'Insurable Value' $461,100.00, with deductibles no more than $25,000.00. *Lessee: Please execute this form and Refer Inc. Updated Table return with your document package. Please fax this form to your insurance agency for endorsement. In lieu of Contents agent endorsement, Xxxxxx’s agency may submit insurance certificates demonstrating compliance with all requirements. By signing, Xxxxxx authorizes the Agent named below: 1) to complete and return this form as indicated; and 2) to endorse the policy and subsequent renewals to reflect the required coverage as outlined above. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-11Agency/Agent: Address: Phone/Fax: Email: Lessee: Graton Community Services District By: Name: Title:

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA GEORGIA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-1111 14. FILE LOCATION 12 15. GENERAL - COMPLIANCE 12 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual(“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA COLORADO LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-1111 14. FILE LOCATION 12 15. GENERAL - COMPLIANCE 12 Office Policy Manual 1 for Park and Refer Inc. Brokerage Firm General. Below is the text of the Office Policy Manual(“Manual”) for Park and Refer Inc. (“Brokerage Firm”) addressing the policies of Brokerage Firm and the Employing Broker and the independent contractors/licensees (each a “Licensee”) working under them. Unless the context requires otherwise, whenever used in this Manual, the term “Broker” shall refer to the Employing Broker and a Managing Broker, if Brokerage Firm or the Employing Broker has designated such a Managing Broker.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA COLORADO LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-11

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXXIRA, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine Xxxxxxx uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL LIVING EXPENSES / SUPPORT MONTHLY Income Total Houehold Income (Mon.) Alimony Stocks/Bond/Real Estate Child Support Contributions Other Sources of Income TOTALS 0 TOTALS Home Expense Mortgage/Rent Home Insurance Home maintenance Property Tax HOA 0 Utilities Water/Sewer Gas Electricity Trash 0 Automobile Payment/Lease Maintenance Fuel Registration Insurance Repairs Other: 0 Insurance/Taxes Health Ins Life Personal Tax Prep Fees Disability Insurance 0 Other: Food Medical (out of pocket) Pets Subscriptions Internet/Cable Cell/Home Phone other 0 0 Monthly Total: 0 Beneficiary Signature Date _____________________________________________________________________ TRUST SERVICE AGREEMENT Independent Trust Company of Rapid City, South Dakota (hereinafter “Trust Company”) will serve as trustee of the Trust (“Trust”). Trust Company is chartered by the State of South Dakota and client acknowledges that the Trust will be administered under the laws and regulations of that jurisdiction. The annual Trust administration fee will be calculated based on the market value of the assets as follows: The first $3,000,000 0.75% Above $3,000,001 0.50% Minimum Annual Fee $5,000.00 Unique Assets 1.00% Trustee will charge a one-time document review and set up fee of $1995.00 in addition to the annual administration fee. As undersigned party(ies) of this Trust, I (we) herewith acknowledge and recognize that: (hereinafter “Advisor”) has accepted Trust Company’s delegation and agreed to act as an agent for FLORIDA LICENSEES Park and Refer Inc. Updated Table the day to day investment management of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL the assets held in the Trust pursuant to Uniform Trust Code Section 5-7 10108, Uniform Prudent Investor Act Section 9 and applicable state law, including South Dakota Codified Laws Section 55- 5-16. ANTI MONEY LAUNDERING 7Additional third-8 11party professionals may act as agents from time to time. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12Trust Company and Advisor are two separate entities working for the benefit of the Trust and are each being paid a fee for work performed in accordance with the delegation documents of Trust Company. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00Due to rounding and other minor pricing variables and fees, there may be differences between the custodial statement and the Trustee statement of account. HANDLING OF CONFIDENTIAL INFORMATION 10-11Fees for investment management are charged independently from trust administration fees. These fees will be shown as Investment Management Fees on the ITC account statement. The annual Investment Management Fee will be of the market value of the invested assets.

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA TEXAS LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-11

Privacy Act Notice. Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an XXX, Xxxxxx MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. OFFICE POLICY MANUAL for FLORIDA GEORGIA LICENSEES Park and Refer Inc. Updated Table of Contents 1. REFERRAL ONLY REAL ESTATE TRANSACTIONS 1 2. BROKERAGE RELATIONSHIPS 2 3. LICENSEE'S PURCHASE AND SALE OF PROPERTY 2 4. LICENSE RENEWALS, TRANSFERS AND RESPONSIBILITY FOR CONTINUING EDUCATION 2-3 5. DELEGATION OF AUTHORITY AND SUPERVISION 3-4 6. PROPERTY MANAGEMENT - BUSINESS SALES 4 7. TRAINING 5 8. FAIR HOUSING 5 9. DO NOT CALL 5-7 10. ANTI MONEY LAUNDERING 7-8 11. SEXUAL AND OTHER UNLAWFUL HARASSMENT 9 12. SAFETY AND PREMISES SECURITY XXXXXXXX 00 00. HANDLING OF CONFIDENTIAL INFORMATION 10-11