Common use of Late Payment of Fees Clause in Contracts

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accounts. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to time. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accounts. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to time. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 8 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accounts. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to time. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 PPortfolio Value: (000) 000-0000 | FAnnual Asset Fee: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 $0 $14,999.99 $99 $15,000 $29,999.99 $260 $30,000 $44,999.99 $325 $45,000 $59,999.99 $390 $60,000 $89,999.99 $500 $90,000 $124,999.99 $700 $125,000 $249,999.99 $950 $250,000 $499,999.99 $1,250 $500,000 $749,999.99 $1,650 $750,000 and up $1,850 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accounts. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to time. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accountsaccounts or follow form 5305-A while under review. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide or follow form 5305-A while under review without any further approval or direction by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to timeyou. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 8 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accountsFDIC or other United States government insured financial institutions, United States government securities, or securities that are insured or guaranteed by the United States government. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide any FDIC insured financial institution or in United States government securities or in securities that are insured or guaranteed by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement United States government without any further approval or direction by their terms as currently in effect or as they may be amended from time to timeyou. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA XXX OFFICE. Printed Name: Signature: Date: NuView Trust xxx.xxxxxxxxxxx.xxx More Choices. More Control. page 2 of 3 Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. LongwoodXxxxxxxx, FL 32750 XX 00000 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 SIGNATURE AND ACKNOWLEDGEMENTACKNOWLEDGEMENT Custodian and Administrator: The Custodian for my account will be NuView Trust Company and the Administrator for my account will be NuView XXX, Inc. I understand that the Custodian and the Administrator may resign by giving me written notice at least 30 days prior to the effective date of such resignation. I understand that if I fail to notify the Administrator of the appointment of a successor trustee or custodian within such 30 day period, then the assets held by the Custodian in my account (whether in cash or personal or real property, wherever located, and regardless of value) will be distributed to me, outright and free of trust, and I will be wholly responsible for the tax consequences of such distribution.

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accountsaccounts or follow form 5305-A while under review. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide or follow form 5305-A while under review without any further approval or direction by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement by their terms as currently in effect or as they may be amended from time to timeyou. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 SIGNATURE AND ACKNOWLEDGEMENT

Late Payment of Fees. The lesser of 1.5% per month (18% per annum) or the maximum allowable under applicable state law may be charged and collected. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. If a signed Fee Disclosure is not received with your Application, fees will be based on “Option 2 --Account Value”. Custodian's Fees: The Custodian shall be entitled to receive, from the assets held in your account, a fee equal in amount to all income that is generated from any Undirected Cash (defined as any cash in your account not invested pursuant to a specific investment direction by you) which has been deposited by the Custodian into demand deposit accounts and time deposit accountsFDIC or other United States government insured financial institutions, United States government securities, or securities that are insured or guaranteed by the United States government. The Custodian retains the right, but does not have the obligation, to reduce this fee by rebating a portion of the fee into your account. You agree that this fee may be retained by the Custodian as compensation for the services provided by the Custodian in relation to your account. The Custodian may pay all or an agreed portion of this fee to the Administrator as agreed between the Custodian and the Administrator. The Custodian reserves the right to change all or part of the Custodial Fee Schedule at its discretion with 30 days advance notice. You acknowledge and agree that the Custodian may transfer any Undirected Cash in your account into demand deposit accounts and time deposit accounts and agree to abide any FDIC insured financial institution or in United States government securities or in securities that are insured or guaranteed by the Internal Revenue Service (IRS) 5305 forms for IRS Articles applicable to this account as stated in the NuView IRA, Inc. Account Agreement United States government without any further approval or direction by their terms as currently in effect or as they may be amended from time to timeyou. PLEASE PRINT, SIGN AND MAIL THIS FORM TO YOUR NUVIEW IRA XXX OFFICE. Printed Name: Signature: Date: Xxxxxxxxx Educational Savings Account Adoption Agreement 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 8 SIGNATURE AND ACKNOWLEDGEMENTACKNOWLEDGEMENT Custodian and Administrator: The Custodian for my account will be NuView Trust Company and the Administrator for my account will be NuView XXX, Inc. I understand that the Custodian and the Administrator may resign by giving me written notice at least 30 days prior to the effective date of such resignation. I understand that if I fail to notify the Administrator of the appointment of a successor trustee or custodian within such 30 day period, then the assets held by the Custodian in my account (whether in cash or personal or real property, wherever located, and regardless of value) will be distributed to me, outright and free of trust, and I will be wholly responsible for the tax consequences of such distribution.