Common use of Am Married Clause in Contracts

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX 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 XXX deposits I make and I state that I 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 XXX are contained in this 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 XXX 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 XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u ADOP 6/2020

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX 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 XXX deposits I make and I state that I 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 XXX are contained in this Axos 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 XXX 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 XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos COR Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX Owner  Print Name Date (mm/dd/yyyy)  Signature of Custodian  Print Name Date (mm/dd/yyyy)  0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u 13 ADOP 6/20207/2018 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 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:

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX 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 Important please read before signing I understand the eligibility requirement for the type of XXX deposits I make and I state that I 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 XXX are contained in this Axos 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 XXX 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 XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos COR Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX Owner  Print Name Date (mm/dd/yyyy) 🗶 Signature of Custodian  Print Name Date (mm/dd/yyyy) 🗶 0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u 11 ADOP 6/20205/2016 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. COR FORM (Rev. June 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:

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXXIRA, I have been advised to see a tax professional. I hereby give the XXX IRA owner my interest in the assets or property deposited in this XXX 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 Important please read before signing I understand the eligibility requirement for the type of XXX IRA deposits I make and I state that I 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 XXX IRA are contained in this Axos 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 XXX 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 XXX IRA I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos COR Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX IRA Owner  Print Name Date (mm/dd/yyyy) 🗶 Signature of Custodian  Print Name Date (mm/dd/yyyy) 🗶 0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos COR Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u 11 ADOP 6/20205/2016 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. COR FORM (Rev. June 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:

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX 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 XXX deposits I make and I state that I 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 XXX are contained in this 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 XXX 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 XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx00000 Xxxx Xxxxx Xxxx, Xxx Xxxxx 000 Xxxxx, XX 00000-0000 00000 Clearing, custody or other brokerage services provided by Axos Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u ADOP 6/202010/2021 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 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:

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX 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 XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX 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 XXX deposits I make and I state that I 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 XXX are contained in this 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 XXX 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 XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX 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 XXX Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u ADOP 6/20206/2020 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 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: