Common use of Phone Email Clause in Contracts

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS FEES Account Establishment: $50 (Paid upon initial application) Returned Items: $25 Overnight Mail: $30 Fair Market Value stale dated asset: $75 (Charged annually) Paper Statement: $10 (Annually) Termination Fee: .005 of account value with a maximum of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Only charge my credit card when there are no cash funds in my IRA

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) ACH transfer, Trust checks: Free ($5 non-portal requests) Fair Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required plus transaction & re-registration charges for certain complex transactions: $150/hour each asset sale PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 PPortfolio Value: (000) 000-0000 | FAnnual Asset Fee: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 $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 7 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) Fair ACH transfer, Trust checks: Free ($5 non-portal requests) Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 plus transaction & re-registration charges for each asset sale Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350350.00/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 PPortfolio Value: (000) 000-0000 | FAnnual Asset Fee: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 $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 7 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) Fair ACH transfer, Trust checks: Free ($5 non-portal requests) Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 plus transaction & re-registration charges for each asset sale Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350350.00/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby herby acknowledge and consent to the above Designation of beneficiary other than or in addition to to, myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 PPortfolio Value: (000) 000-0000 | FAnnual Asset Fee: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 $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 7 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter value For accounts valued over $15,000 (choose Option One or Two below) Option One: Fee Based on Number of Assets: $295 Per Asset Holding and/or Liability Option Two: Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950Based on Total Account Value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) ACH transfer, Trust checks: Free ($5 non-portal requests) Fair Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required plus transaction & re-registration charges for certain complex transactions: $150/hour each asset sale PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) Fair ACH transfer, Trust checks: Free ($5 non-portal requests) Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 plus transaction & re-registration charges for each asset sale Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350350.00/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 PPortfolio Value: (000) 000-0000 | FAnnual Asset Fee: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx 1 $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 7 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon 99 annually up to $15,000 account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950value ALL ACCOUNTS INCLUDE AT NO ADDITIONAL CHARGE Online Account Access Annual Tax Reporting Required minimum distributions by check Access to regular Educational/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS Networking Events MISCELANEOUS FEES Account Establishmentestablishment: $50 (Paid upon initial application) Returned ItemsPurchase, Sale, Exchange or re-Registration of any Asset: $25 50 Wire transfer & Overnight Mailmail: $30 Paper Quarterly Statements: $10 Cashiers or other official bank check: $10 Check Deposit Research: Free ($5 without deposit code) ACH transfer, Trust checks: Free ($5 non-portal requests) Fair Market Value stale dated asset: $75 (Charged annually) Paper StatementReturned Items or Stop Payment Request: $10 (Annually) 30 Partial or Full Account Termination Fee- Includes transfer of assets from your account and lump-sum distributions: .005 of account value with a the termination value: maximum fee of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required plus transaction & re-registration charges for certain complex transactions: $150/hour each asset sale PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Deduct fees from my undirected cash account Only charge my credit card when there if no funds are no cash funds available in my IRAretirement account

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No Health Savings Account Application 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. ., Suite 200 Longwood, FL 32750 P: (000) 000-0000 888)-2Nuview | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx xxxxxxxxx@xxxxxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS FEES Account Establishment: $50 (Paid upon initial application) Returned Items: $25 Overnight Mail: $30 Fair Market Value stale dated asset: $75 (Charged annually) Paper Statement: $10 (Annually) Termination Fee: .005 of account value with a maximum of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Only charge my credit card when there are no cash funds in my IRA

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx XxxXxxxxxxx@XxxxxxXxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950/annually Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually MISCELLANEOUS FEES Account Establishment: $50 (Paid upon initial application) Returned Items: $25 Overnight Mail: $30 Fair Market Value stale dated asset: $75 (Charged annually) Paper Statement: $10 (Annually) Termination Fee: .005 of account value with a maximum of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Only charge my credit card when there are no cash funds in my IRA

Phone Email. Would you like the named interested party to be provided a login to view your account online? Yes No Health Savings Account Application 000 X. Xxxxxx Xxxxxx Blvd. Longwood, FL 32750 P: (000) 000-0000 | F: (000) 000-0000 E: xxxxxxxxx@xxxxxxxxx.xxx 6 BENEFICIARIES Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Select Beneficiary Type: Primary Contingent Name Social Security Number Relationship Date of Birth Share % Address City State Zip Account Owner Signature In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If the Primary or Contingent Beneficiary box is not checked for a beneficiary, the beneficiary will be deemed to be a Primary Beneficiary. If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If I named a beneficiary which is a Trust, I understand I must provide certain information concerning such Trust to the Custodian. If an account owner does not designate an account beneficiary, the assets of the account will be transferred to the estate upon the account owner's death. I understand that I may change or add beneficiaries at any time by completing and delivering the proper form to the Administrator. Signature of Participant: Date: Spousal Consent (only required if your spouse is not the primary beneficiary - see note below). The consent of spouse must be signed only if all of the following conditions are present: a. Your spouse is living; b. Your spouse is not the sole primary beneficiary name and; c. You and your spouse are residents of a community property state (such as AZ, CA, ID, NV, NM, TX, WA, LA or WI). I am the spouse of the account holder listed above. I hereby certify that I have reviewed the Designation of Beneficiary form and I understand that I have a property interest in the account. I hereby acknowledge and consent to the above Designation of beneficiary other than or in addition to myself as primary beneficiary. I further acknowledge that I am waiving part or all of my rights to receive benefits under this plan when my spouse dies. I, hereby consent to the above Beneficiary designation. Spouse Signature: Date: Fee Schedule (effective January 1, 2022) 000 X. Xxxxxx Xxxxxx Blvd. ., Suite 200 Longwood, FL 32750 P: (000) 000-0000 888)-2Nuview | F: (000) 000-0000 E: XXXXxxxxxxxxx@XxxxxxXxxxx.xxx xxxxxxxxx@xxxxxxxx.xxx 1 FEE SCHEDULE ANNUAL ACCOUNT FEES $125 Charged upon account opening and annually thereafter Asset Holding Fee for account values >$15k – $325 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $1,950/annually thereafter Asset Holding Fee for account values <$15k – $75 for each asset upon purchase and annually thereafter, with a maximum asset holding fee of $450/annually thereafter MISCELLANEOUS FEES Account Establishment: $50 (Paid upon initial application) Returned Items: $25 Overnight Mail: $30 Fair Market Value stale dated asset: $75 (Charged annually) Paper Statement: $10 (Annually) Termination Fee: .005 of account value with a maximum of $250 Wire Fee Domestic: $30 Any outside Legal Research and/or Attorney Services and/or Fees will be billed directly to the client (as a pass through cost) at the current billing rate of $350/hour. Special services, such as research of closed accounts, legal research, expedited investment review or additional processing required for certain complex transactions: $150/hour PAY FEES BY: VISA MC AMEX DISCOVER Deduct fees from my undirected cash account CARD NUMBER: EXP DATE: NAME ON CARD: BILLING ZIP CODE: Preferred Billing Method: Always charge my credit card Only charge my credit card when there are no cash funds in my IRA