Common use of I Am Not Married Clause in Contracts

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ deposits I am making and I state that I do qualify to make the deposit I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 ADOP BN 7/2018 Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. March 2002) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.   I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A ▇▇▇ 5305‐RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇▇ ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full complete responsibility for •  Determining that I am eligible for an ▇▇▇ each year I make a contribution •  Ensuring that all contributions I make are within the limits set forth by the tax laws, and •  The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 10 ADOP BN 7/2018 RH 5/2016 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. COR FORM (Rev. March 2002June2016) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  🞏 I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ SIMPLE IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A SIMPLE IRA 5305‐SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ SIMPLE IRA are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ SIMPLE IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 ADOP BN 7/2018 SIMPLE 6/2016 Form 5305-A SA under section 408(a408(p) of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ IRA deposits I am making and I state that I do qualify to make the deposit I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ IRA are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇, ▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 10 ADOP BN 7/2018 10/2021 Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  🞏 I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ deposits I am making and I state that I do qualify to make the deposit I have reviewed and understand the 5305-A 5305‐A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 7 ADOP BN 7/2018 5/2016 Form 5305-A under section 408(a) of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the ▇▇▇ 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇▇ ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full complete responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN 7/2018 RH 6/2020 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account (▇▇▇▇ ▇▇▇) under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  🞏 I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited SIMPLE ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A SIMPLE ▇▇▇ 5305‐SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited SIMPLE ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited SIMPLE ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 ADOP BN 7/2018 SIMPLE 6/2016 Form 5305-A SA under section 408(a408(p) of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE ▇▇▇) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.   I Am Married – I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse should must sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result result. Signature of Spouse  Print Name Date  SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • for:  Determining that I am eligible for an ▇▇▇ each year I make a contribution •  Ensuring that all contributions I make are within the limits set forth by the tax laws, and •  The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy)  Signature of Custodian  Print Name Date (mm/dd/yyyy)  ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 11 ADOP BN 7/2018 5/2016 Form 5305-A under section 408(a) of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ SIMPLE IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the SIMPLE IRA 5305-A SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ SIMPLE IRA are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ SIMPLE IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇, ▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN 7/2018 SIMP 10/2021 Form 5305-A SA under section 408(a408(p) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ deposits ▇▇▇ contribution I am making making, and I state that I do qualify to make the deposit contribution. I have reviewed and understand received a copy of the Inherited ▇▇▇▇ ▇▇▇ Application, the 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to meStatement. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for to establish an inherited ▇▇▇▇ each year I make a contribution ▇▇▇, • Ensuring that all rollover or transfer contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any rollover or transfer contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇▇ ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 16 ADOP BN 7/2018 RB 06/2020 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account (▇▇▇▇ ▇▇▇) under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date  SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the ▇▇▇ 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇▇ ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full complete responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy)  Signature of Custodian  Print Name Date (mm/dd/yyyy)  ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN RH 7/2018 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ SIMPLE IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the SIMPLE IRA 5305-A SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ SIMPLE IRA are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ SIMPLE IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ -1916 Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN 7/2018 SIMP 6/2020 Form 5305-A SA under section 408(a408(p) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ deposits ▇▇▇ contribution I am making making, and I state that I do qualify to make the deposit contribution. I have reviewed and understand received a copy of the Inherited ▇▇▇▇ ▇▇▇ Application, the 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to meStatement. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for to establish an inherited ▇▇▇▇ each year I make a contribution ▇▇▇, • Ensuring that all rollover or transfer contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any rollover or transfer contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇▇ ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 10 ADOP BN 7/2018 RB 07/2018 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ ▇▇▇ deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the ▇▇▇ 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this ▇▇▇▇ ▇▇▇ and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full complete responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇, ▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN 7/2018 RH 10/2021 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account (▇▇▇▇ ▇▇▇) under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse should must sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result result. Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ IRA are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for for: • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇, ▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Axos Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 ϭϰ ADOP BN 7/2018 10/2021 Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.   I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ deposits I am making and I state that I do qualify to make the deposit I have reviewed and understand the 5305-A 5305‐A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for •  Determining that I am eligible for an ▇▇▇ each year I make a contribution •  Ensuring that all contributions I make are within the limits set forth by the tax laws, and •  The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 7 ADOP BN 7/2018 5/2016 Form 5305-A under section 408(a) of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.   I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ ▇▇▇ deposits I am making and I state that I do qualify to make the deposit deposit. I have reviewed and understand the 5305-A 5305‐RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for •  Determining that I am eligible for an ▇▇▇ each year I make a contribution •  Ensuring that all contributions I make are within the limits set forth by the tax laws, and •  The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ ‐1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 8 ADOP BN 7/2018 RB 5/2016 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. COR FORM (Rev. March 2002June 2016) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ SIMPLE IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the SIMPLE IRA 5305-A SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ SIMPLE IRA are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ SIMPLE IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ -1916 Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 12 ADOP BN 7/2018 SIMP 6/2020 Form 5305-A SA under section 408(a408(p) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ IRA owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇IRA, I have been advised to see a tax professional. I hereby give the ▇▇▇ IRA owner my interest in the assets or property deposited in this ▇▇▇ IRA and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ SIMPLE IRA deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the SIMPLE IRA 5305-A SA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ SIMPLE IRA are contained in this COR Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this IRA and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ SIMPLE IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ IRA each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ IRA Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ -1916 Clearing, custody or other brokerage services provided by COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 9 11 ADOP BN SIMPLE 7/2018 Form 5305-A 5305‑SA under section 408(a408(p) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor participant named on the application is establishing a Traditional savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under section sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor participant the disclosure statement required by Regulations section 1.408-61.408‑6. The depositor has assigned the custodial account the sum indicated on the application. The depositor participant and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  ⭘ I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇▇ deposits ▇▇▇ contribution I am making making, and I state that I do qualify to make the deposit contribution. I have reviewed and understand received a copy of the Inherited ▇▇▇▇ ▇▇▇ Application, the 5305-A RA Custodial Account Adoption Agreement and Disclosure Statement provided to meStatement. I understand that the terms and conditions which apply to this Inherited ▇▇▇▇ ▇▇▇ are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited inherited ▇▇▇▇ ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for to establish an inherited ▇▇▇▇ each year I make a contribution ▇▇▇, • Ensuring that all rollover or transfer contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any rollover or transfer contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇▇ ▇▇▇ Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) ▇▇▇▇▇ ▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇, ▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 1Ϭ ADOP BN 7/2018 RB 10/2021 Form 5305-A RA under section 408(a) 408A of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional ▇▇▇▇ individual retirement account (▇▇▇▇ ▇▇▇) under section 408(a) 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:

I Am Not Married. I understand that if I become married in the future, I should review the requirements for spousal consent.  I Am Married – I understand that if I choose to designate primary beneficiary other than or in addition to my spouse, my spouse should sign below. I am the spouse of the above‐named ▇▇▇ owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this ▇▇▇, I have been advised to see a tax professional. I hereby give the ▇▇▇ owner my interest in the assets or property deposited in this ▇▇▇ and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited ▇▇▇ deposits I am making and I state that I do qualify to make the deposit I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited ▇▇▇ are contained in this COR Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this Inherited ▇▇▇ I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or COR Axos Clearing Custodian. I assume full responsibility for • Determining that I am eligible for an ▇▇▇ each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of Inherited ▇▇▇ Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) ▇▇▇▇ ▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇, ▇▇▇ ▇▇▇ ▇▇▇▇▇, ▇▇ ▇▇▇▇▇-▇▇▇▇ Clearing, custody or other brokerage services provided by COR Clearing, Axos Clearing LLC, member Member FINRA and SIPC. Axos Clearing LLC is a subsidiary of Axos Financial, Inc. Trademark(s) belong to their respective owners. Page 1 of 9 10 ADOP BN 7/2018 6/2020 Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. March 2002April 2017) The depositor named on the application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement: