Common use of Anti-Money Laundering Clause in Contracts

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Catalyst Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxx.xxx or contact the Sierra Mutual Catalyst Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 0000, www. sierramutualfunds. com , or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Catalyst Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxx.xxx or contact the Sierra Mutual Catalyst Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may may2 not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Fund Privacy Policy Statement, please contact the Fund at (000) 0001-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 844-828-3212or xxx.xxxxxxxxxxx.xxx or contact the Sierra Mutual Xxxxxx Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual AlphaCentric Funds Privacy Policy StatementStatement(s), please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxXxxxxxxXxxxx.xxx or contact the Sierra Mutual AlphaCentric Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ number/Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Fund Privacy Policy Statement, please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Centerstone Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Leader Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or xxx.xxxxxxxxxxxxx.xxx contact the Sierra Mutual Leader Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Absolute Capital Funds Privacy Policy Statement, please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Absolute Capital Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Eventide Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx or contact the Sierra Mutual Eventide Funds at PO Box 541150, Omaha, Nebraska, Nebraska 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documentswill compare your information against government- provided lists of suspected terrorists. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Parnassus Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxx.xxx or contact the Sierra Mutual Parnassus Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx First National Bank of Omaha Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual CMG Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxx.xxx, or contact the Sierra Mutual CMG Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Parnassus Funds Privacy Policy Statement, please contact the Fund at (000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxx.xxx/xxxxxxxxx-xxxxxx-xxxxx or contact the Sierra Mutual Funds us at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Privacy Policy Statement, please contact the Fund Sierra Mutual Funds at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxx.xxx, or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 0000, xxx.xxxxxxxxxxxxxxxxx.xxx, or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxxxxx Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxxxxXxxxx.xxx or contact the Sierra Mutual Xxxxxxxx Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxxxxx Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxxxxXxxxx.xxx or contact the Sierra Mutual Xxxxxxxx Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Westwood Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 000.000.0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxxxxxxxxxxxx.xxx or contact the Sierra Mutual Westwood Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may may2 not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Fund Privacy Policy Statement, please contact the Fund at (000) 0001-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 877-594-1249or xxx.xxxxxxxxxxx.xxx or contact the Sierra Mutual Absolute Capital Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxx Alpha Funds Trust Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxx.xxx/xxxxx or contact the Sierra Mutual Xxxxx Alpha Funds Trust at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx First National Bank of Omaha Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documentswill compare your information against government-provided lists of suspected terrorists. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Parnassus Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxx.xxx or contact the Sierra Mutual Parnassus Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may may2 not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Fund Privacy Policy Statement, please contact the Fund at (000) 0001-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 888-868-9501or xxx.xxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds Deer Park Total Return Credit Fund at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Pinnacle Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Pinnacle Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxx Alpha Funds Trust Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxx.xxx/xxxxx or contact the Sierra Mutual Xxxxx Alpha Funds Trust at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx First National Bank of Omaha Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Fulcrum Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Fulcrum Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Total Income+ Real Estate Fund Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds Total Income+ Real Estate Fund at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Navigator Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx or contact the Sierra Mutual Red Cedar Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds The Covered Bridge Fund Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds us at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds PCS Commodity Strategy Fund Privacy Policy Statement, please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds PCS Commodity Strategy Fund at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual BTS Funds Privacy Policy Statement, please contact the Fund at (000877) 000-0000 BTS-9820 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxx.xxx or contact the Sierra Mutual BTS Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Recurrent Investment Advisors Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds Recurrent Investment Advisors at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual The North Country Funds Privacy Policy StatementStatement(s), please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company Glens Falls National Bank as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Glens Falls National Bank Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Quantified Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxxx://xxx.xxxxxxxxxxxxxxx.xxx/ or contact the Sierra Mutual Quantified Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Custodian”).‌ Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Nile Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxx.xxx or contact the Sierra Mutual Nile Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Pinnacle Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Pinnacle Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxx Alpha Funds Trust Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxx.xxx/xxxxx or contact the Sierra Mutual Xxxxx Alpha Funds Trust at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Pinnacle Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Pinnacle Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Xxxxxxxx Xxxxxxxx Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Xxxxxxxx Xxxxxxxx Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds 13D Activist Fund Privacy Policy StatementStatement(s), please contact the Fund at (000) 0-000-0000 000-0000, xxx.00XXxxxxxxxXxxx.xxx, or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Channing Intrinsic Value Small-Cap Fund Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxx.xxx/xxxxxx-xxxx or contact the Sierra Mutual Funds Channing Intrinsic Value Small-Cap Fund at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx First National Bank of Omaha Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Xxxxxxx Growth Fund Privacy Policy Statement, please contact the Fund at (000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxx.xxx/xxxxxxxxxxxxx or contact the Sierra Mutual Funds us at PO Box 54115046707, OmahaCincinnati, Nebraska, 68154OH 45246. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company First National Bank of Omaha as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company First National Bank of Omaha Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual The North Country Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 0-000-0000 or 000-0000, xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company Glens Falls National Bank as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Glens Falls National Bank Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual HCM Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx or contact the Sierra Mutual HCM Funds at PO Box 541150XX Xxx 000000, OmahaXxxxx, Nebraska, 68154XX 00000. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRAXXX), which is either a Traditional IRA XXX or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA XXX operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by XxxxxxxxxCustodian.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Pinnacle Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Pinnacle Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Swan Funds Privacy Policy StatementStatement(s), please contact the Fund at (000877) 000-0000 896- 2590 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Swan Funds at PO Box 541150, Omaha, NebraskaNE, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Grant Park Managed Futures Strategy Fund Privacy Policy StatementStatement(s), please contact the Fund at (0-000) -000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Navigator Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Navigator Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Moerus Worldwide Value Fund Privacy Policy Statement, please contact the Fund at (000) 0001-0000 844-MOERUS1 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxx.xxx, or contact the Sierra Mutual Funds Moerus Worldwide Value Fund at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual DSS AmericaFirst Funds Privacy Policy Statement, please contact the Fund at (000) 0-000-000-0000, xxx.xxxxxxxxxxxxxxxxx.xxx , or at 0000 or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150Xxxx Xxxxxx Xxxxx, OmahaXxxxx 000, NebraskaXxxxxxxxx Xxxxxxx, 68154XX 00000. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company Fifth Third Bank as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company TraditionalFifth Third BankTraditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual BTS Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxx.xxx or contact the Sierra Mutual BTS Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Red Cedar Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx or contact the Sierra Mutual Red Cedar Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Altegris Mutual Funds Privacy Policy Statement, please contact the Fund at (000) 0-000-0000 000-0000, xxx.xxxxxxxx.xxx, or xxx.xxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds USA Mutuals Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxx.xxx or contact the Sierra Mutual Funds USA Mutuals at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds The Covered Bridge Fund Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxxxxxxxxx.xxx or contact the Sierra Mutual Funds The Covered Bridge Fund at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Custodian”).‌ Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual AlphaCentric Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxXxxxxxxXxxxx.xxx or contact the Sierra Mutual AlphaCentric Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds PRINCETON PREMIUM FUND Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 0000, xxx.XxxxxxxxxXxxxxxxXxxx.xxx , or contact the Sierra Mutual Funds PRINCETON PREMIUM FUND at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual AlphaCentric Funds Privacy Policy StatementStatement(s), please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxXxxxxxxXxxxx.xxx or contact the Sierra Mutual AlphaCentric Funds at PO Box 541150, Omaha, Nebraska, NE 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Funds Issachar Fund Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx xxx.XxxxxxxxXxxx.xxx or contact the Sierra Mutual Funds Issachar Fund at PO P.O. Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXX, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.

Anti-Money Laundering. To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, social security number/ Tax ID number and other information that will allow us to identify you. We may also ask to see other identifying documents. Until you provide the information or documents we need, we may not be able to open an account or effect any additional transactions for you. When opening an account for a foreign business, enterprise or a non-U.S. person that does not have an identification number, we require alternative government-issued documentation certifying the existence of the person, business or enterprise. For questions about these policies, or for additional copies of the Sierra Mutual Eventide Funds Privacy Policy Statement, please contact the Fund at (000) 000-0000 or xxx.xxxxxxxxxxxxxxxxx.xxx 0000, xxx.xxxxxxxxxxxxx.xxx , or contact the Sierra Mutual Eventide Funds at PO Box 541150, Omaha, Nebraska, 68154. I, the person signing this Adoption Agreement (hereinafter called the “Owner”), establish an established a Individual Retirement Account (IRA), which is either a Traditional IRA or a Xxxx XXXSIMPLE IRA, as indicated below, (the “Account”) with Constellation Trust Company as Custodian (“Custodian”). A Traditional SIMPLE IRA operates under Internal Revenue Code Section 408(a). A Xxxx XXX operates under Internal Revenue Code Section 408A. I agree to the terms of my Account, which are contained in the applicable provisions of the document entitled Constellation Trust Company Traditional/Xxxx Individual Retirement Account Custodial Agreement and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Xxxxxxxxx.