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 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 Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 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 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 Inherited Xxxx XXX 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 XXX 5305‐RA Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this Inherited Xxxx XXX 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 Xxxx 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 Inherited Xxxx XXX 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 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 Inherited 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 00000‐1916 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 Xxxx 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 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 Inherited Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 XXX each year I make a contribution inherited Xxxx XXX, • 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 Xxxx 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 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 Xxxx individual retirement account (Xxxx XXX) 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 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 Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 00000‐1916 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 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 Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 00000‐1916 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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 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 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 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 result. Signature of Spouse  Print Name Date  SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 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 Inherited XXX 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 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 Inherited 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 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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 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 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 Inherited SIMPLE XXX 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 XXX 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 XXX 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 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 Inherited SIMPLE XXX 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 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 Inherited 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 00000‐1916 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 XXX) 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 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 Inherited Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 XXX each year I make a contribution inherited Xxxx XXX, • 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 Xxxx 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 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 Xxxx 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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 00000‐1916 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 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 Inherited Xxxx XXX deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the XXX 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 Xxxx XXX 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 Xxxx 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 Inherited Xxxx XXX 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 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 Inherited XXX Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx00000 Xxxx Xxxxx Xxxx, Xxx 000 XxxxxXxxxx 000Xxxxx, XX 00000-0000 00000 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 Xxxx individual retirement account (Xxxx XXX) 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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited XXX IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx00000 Xxxx Xxxxx Xxxx, Xxx 000 XxxxxXxxxx 000Xxxxx, XX 00000-0000 00000 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 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 Inherited Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 XXX each year I make a contribution inherited Xxxx XXX, • 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 Xxxx XXX Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx00000 Xxxx Xxxxx Xxxx, Xxx 000 XxxxxXxxxx 000Xxxxx, XX 00000-0000 00000 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 Xxxx individual retirement account (Xxxx XXX) 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 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 Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 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:

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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited XXX IRA Owner  🗶 Print Name Date (mm/dd/yyyy) Signature of Custodian  🗶 Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx00000 Xxxx Xxxxx Xxxx, Xxx 000 XxxxxXxxxx 000Xxxxx, XX 00000-0000 00000 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 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 Inherited Xxxx XXX 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 Xxxx XXX 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 Xxxx XXX 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 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 Inherited 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 00000‐1916 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 Xxxx 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 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 I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited 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 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 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 Inherited Xxxx XXX deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the XXX 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 Xxxx XXX 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 Xxxx 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 Inherited Xxxx XXX 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 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 Inherited 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 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 Xxxx 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 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 result. Signature of Spouse  🗶 Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of Inherited XXX 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 XXX 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 XXX 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 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 Inherited XXX IRA 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 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 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 Inherited Xxxx XXX deposits I am making make and I state that I do qualify to make the deposit deposit. I have reviewed and understand the XXX 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 Xxxx XXX 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 Xxxx 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 Inherited Xxxx XXX 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 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 Inherited 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 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 Xxxx individual retirement account (Xxxx XXX) 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: