Common use of XXXXXX XXXXXXX XXXX Clause in Contracts

XXXXXX XXXXXXX XXXX. XXXXX / XXX Xxxxxxxx this your authorization to redeem my investment and transfer my Traditional XXX, SEP XXX, SIMPLE XXX, Xxxx XXX, or Inherited XXX, or to directly rollover my qualified retirement plan as directed below:*  All Assets OR  $ or % Please process this request:*  Immediately OR  At Maturity (month / day / year) * If no option is selected, please transfer all assets immediately. Instructions for Delivery (indicate how you want your current Trustee/Custodian to deliver the assets to U.S. Bank Global Fund Services)  Wire - Funds available immediately upon receipt, your Custodian/Trustee may charge a fee for this service  Check - Funds may not be available for 12-15 Business days  First Class Mail  Overnight Delivery - Take the fee from my account  Overnight Delivery via Third Party – Charge the fee to my FedEx or UPS account  FedEx  UPS Account/Billing Number Processing Instructions (indicate how you want us to initiate your transfer/rollover)  Standard Processing Service- No Charge, transfer form will be sent via First Class Mail  Overnight Delivery- $15.00 fee, select one of the options below; if no selection is made we will use First Class Mail • We will overnight your transfer form to your previous Custodian/Trustee • Physical address must be provided, cannot overnight to a PO BOX  Use the attached check made payable to U.S. Bank Global Fund Services  Charge the $15.00 fee to my third party billing provided below  FedEx  UPS Account/Billing Number Type of account being transferred/rolled-over:  Pension  Profit Sharing Plan  401(k)  403(b)  Xxxx 401(k)  Xxxx 403(b)  Traditional XXX  SEP XXX  SIMPLE XXX  Xxxx XXX  Inherited XXX Original Xxxx XXX funding year (if applicable): Original SIMPLE XXX funding date (if applicable): Send the check representing the assets payable to “The Xxxxx Small Cap Growth Fund FBO [Shareholder’s Name]” along with a copy of this form to the address at the top of page one.  Other 3 Investment Selection A Xxxxx Small Cap Growth Fund XXX Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the allocation(s) specified on the Application will be used if they are different from those indicated below. NEW EXISTING ACCOUNT # (IF APPLICABLE) AMOUNT %  Xxxxx Small Cap Growth Fund 7005   OR 4 Age 70½ Information Check one of the following:  I am under the age of 70½ and do not turn 70½ at anytime during this calendar year. OR  I am age 70½ or older and understand that no part of my required minimum distribution is eligible for transfer or rollover. I further understand that there may be significant tax penalties if a rollover of my required distribution occurs.

XXXXXX XXXXXXX XXXX. XXXXX / XXX Xxxxxxxx this your authorization to redeem my investment and transfer my Traditional XXX, SEP XXX, SIMPLE XXX, Xxxx XXX, or Inherited XXX, or to directly rollover my qualified retirement plan as directed below:*  ❑ All Assets OR  ❑ $ or % Please process this request:*  ❑ Immediately OR  ❑ At Maturity (month / day / year) * If no option is selected, please transfer all assets immediately. Instructions for Delivery (indicate how you want your current Trustee/Custodian to deliver the assets to U.S. Bank Global US Bancorp Fund ServicesServices LLC)  ❑ Wire - Funds available immediately upon receipt, your Custodian/Trustee may charge a fee for this service  ❑ Check - Funds may not be available for 12-15 Business days  ❑ First Class Mail  ❑ Overnight Delivery - Take the fee from my account  ❑ Overnight Delivery via Third Party – Charge the fee to my FedEx or UPS account  ❑ FedEx  ❑ UPS Account/Billing Number Processing Instructions (indicate how you want us to initiate your transfer/rollover)  ❑ Standard Processing Service- No Charge, transfer form will be sent via First Class Mail  ❑ Overnight Delivery- $15.00 fee, select one of the options below; if no selection is made we will use First Class Mail • We will overnight your transfer form to your previous Custodian/Trustee • Physical address must be provided, cannot overnight to a PO BOX  ❑ Use the attached check made payable to U.S. Bank Global US Bancorp Fund Services  LLC ❑ Charge the $15.00 fee to my third party billing provided below  ❑ FedEx  ❑ UPS Account/Billing Number Type of account being transferred/rolled-over:  ❑ Pension  ❑ Profit Sharing Plan  ❑ 401(k)  ❑ 403(b)  ❑ Xxxx 401(k)  ❑ Xxxx 403(b)  ❑ Traditional XXX  ❑ SEP XXX  ❑ SIMPLE XXX  ❑ Xxxx XXX  ❑ Inherited XXX Original Xxxx XXX funding year (if applicable): Original SIMPLE XXX funding date (if applicable): Send the check representing the assets payable to “The Xxxxx Small Cap Growth Fund FBO [Shareholder’s Name]” along with a copy of this form to the address at the top of page one.  ❑ Other 3 Investment Selection A Xxxxx Small Cap Growth Fund XXX Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the allocation(s) specified on the Application will be used if they are different from those indicated below. NEW EXISTING ACCOUNT # (IF APPLICABLE) AMOUNT %  ❑ Xxxxx Small Cap Growth Fund Inv. Class 7006 ❑ ❑ OR ❑ Xxxxx Small Cap Growth Fund Inst. Class 7005   ❑ ❑ OR 4 Age 70½ Information Check one of the following:  ❑ I am under the age of 70½ and do not turn 70½ at anytime during this calendar year. OR  ❑ I am age 70½ or older and understand that no part of my required minimum distribution is eligible for transfer or rollover. I further understand that there may be significant tax penalties if a rollover of my required distribution occurs.

XXXXXX XXXXXXX XXXX. XXXXX / XXX Xxxxxxxx this your authorization to redeem my investment and transfer my Traditional XXX, SEP XXX, SIMPLE XXX, Xxxx XXX, or Inherited XXX, or to directly rollover my qualified retirement plan as directed below:*  All Assets OR  $ or % Please process this request:*  Immediately OR  At Maturity (month / day / year) * If no option is selected, please transfer all assets immediately. Instructions for Delivery (indicate how you want your current Trustee/Custodian to deliver the assets to U.S. Bank Global US Bancorp Fund ServicesServices LLC)  Wire - Funds available immediately upon receipt, your Custodian/Trustee may charge a fee for this service  Check - Funds may not be available for 12-15 Business days  First Class Mail  Overnight Delivery - Take the fee from my account  Overnight Delivery via Third Party – Charge the fee to my FedEx or UPS account  FedEx  UPS Account/Billing Number Processing Instructions (indicate how you want us to initiate your transfer/rollover)  Standard Processing Service- No Charge, transfer form will be sent via First Class Mail  Overnight Delivery- $15.00 fee, select one of the options below; if no selection is made we will use First Class Mail • We will overnight your transfer form to your previous Custodian/Trustee • Physical address must be provided, cannot overnight to a PO BOX  Use the attached check made payable to U.S. Bank Global US Bancorp Fund Services LLC  Charge the $15.00 fee to my third party billing provided below  FedEx  UPS Account/Billing Number Type of account being transferred/rolled-over:  Pension  Profit Sharing Plan  401(k)  403(b)  Xxxx 401(k)  Xxxx 403(b)  Traditional XXX  SEP XXX  SIMPLE XXX  Xxxx XXX  Inherited XXX Original Xxxx XXX funding year (if applicable): Original SIMPLE XXX funding date (if applicable): Send the check representing the assets payable to “The Xxxxx Small Cap Growth Fund FBO [Shareholder’s Name]” along with a copy of this form to the address at the top of page one.  Other 3 Investment Selection A Xxxxx Small Cap Growth Fund XXX Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the allocation(s) specified on the Application will be used if they are different from those indicated below. NEW EXISTING ACCOUNT # (IF APPLICABLE) AMOUNT %  Xxxxx Small Cap Growth Fund 7005   OR 4 Age 70½ Information Check one of the following:  I am under the age of 70½ and do not turn 70½ at anytime during this calendar year. OR  I am age 70½ or older and understand that no part of my required minimum distribution is eligible for transfer or rollover. I further understand that there may be significant tax penalties if a rollover of my required distribution occurs.

XXXXXX XXXXXXX XXXX. XXXXX / XXX Xxxxxxxx this your authorization to redeem my investment and transfer my Traditional XXX, SEP XXX, SIMPLE XXX, Xxxx XXX, or Inherited XXX, or to directly rollover my qualified retirement plan as directed below:*  ❑ All Assets OR  ❑ $ or % Please process this request:*  ❑ Immediately OR  ❑ At Maturity (month / day / year) * If no option is selected, please transfer all assets immediately. Instructions for Delivery (indicate how you want your current Trustee/Custodian to deliver the assets to U.S. Bank Global Fund Services)  ❑ Wire - Funds available immediately upon receipt, your Custodian/Trustee may charge a fee for this service  ❑ Check - Funds may not be available for 12-15 Business days  ❑ First Class Mail  ❑ Overnight Delivery - Take the fee from my account  ❑ Overnight Delivery via Third Party – Charge the fee to my FedEx or UPS account  ❑ FedEx  ❑ UPS Account/Billing Number Processing Instructions (indicate how you want us to initiate your transfer/rollover)  ❑ Standard Processing Service- No Charge, transfer form will be sent via First Class Mail  ❑ Overnight Delivery- $15.00 fee, select one of the options below; if no selection is made we will use First Class Mail • We will overnight your transfer form to your previous Custodian/Trustee • Physical address must be provided, cannot overnight to a PO BOX  ❑ Use the attached check made payable to U.S. Bank Global Fund Services  ❑ Charge the $15.00 fee to my third party billing provided below  ❑ FedEx  ❑ UPS Account/Billing Number Type of account being transferred/rolled-over:  ❑ Pension  ❑ Profit Sharing Plan  ❑ 401(k)  ❑ 403(b)  ❑ Xxxx 401(k)  ❑ Xxxx 403(b)  ❑ Traditional XXX  ❑ SEP XXX  ❑ SIMPLE XXX  ❑ Xxxx XXX  ❑ Inherited XXX Original Xxxx XXX funding year (if applicable): Original SIMPLE XXX funding date (if applicable): Send the check representing the assets payable to “The Xxxxx Small Cap Growth Fund FBO [Shareholder’s Name]” along with a copy of this form to the address at the top of page one.  ❑ Other 3 Investment Selection A Xxxxx Small Cap Growth Fund XXX Account Application must be completed to process this transfer if a new account is being established. The Fund(s) and the allocation(s) specified on the Application will be used if they are different from those indicated below. NEW EXISTING ACCOUNT # (IF APPLICABLE) AMOUNT %  ❑ Xxxxx Small Cap Growth Fund 7005   ❑ ❑ OR 4 Age 70½ Information Check one of the following:  ❑ I am under the age of 70½ and do not turn 70½ at anytime during this calendar year. OR  ❑ I am age 70½ or older and understand that no part of my required minimum distribution is eligible for transfer or rollover. I further understand that there may be significant tax penalties if a rollover of my required distribution occurs.