Common use of IRA CONTRIBUTION INFORMATION Clause in Contracts

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required to be completed if Inherited IRA is selected: Name of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account owner: I am transferring inherited/beneficiary assets from another IRA in accordance with applicable tax law requirements, and I am the (check one box): If you are transferring assets from an IRA and do not make a selection the default is a transfer to a Beneficiary Traditional IRA or Beneficiary Xxxx XXX.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to the IRA Prototype Plan Agreement/Disclosure Statement for additional information.

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. type Traditional IRA OR or Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (including a direct rollover from an employer’s plan) (also complete transfer/rollover form) SEP IRA Recharacterization Inherited IRA Date of Death Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form) Rollover (from Xxxx XXX) (also complete transfer/rollover form) Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  RegularInherited XXXX XXX Date of Death Step 3: DESIGNATION F BENEFICIARIES O o m The following individual(s) or entity(ies) shall be my primary and/or contingent beneficiary(ies). If neither primary nor contingent is indicated, the individual/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required entity wi l be deemed to be completed a primary beneficiary. If more than one primary beneficiary is designated and no distribution percentages are indicated, the beneficiaries will be deemed to own equal share percentages. Multiple contingent beneficiaries with no share percentage indicated will also be deemed to share equally. If any primary or contingent beneficiary dies before I do, his/her interest and the interest of his/her heirs shall terminate completely and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata basis. If no primary beneficiary(ies) survive me, the contingent beneficiary(ies) shall acquire the designated share. No. Beneficiary’s Name and Address If Minor, Custodian’s Full Name (non‐XXX xxxxxx) and Relationship to the Minor Information Date f Birth Social Security Number Relationship (i.e., Spouse, Non‐Spouse, Trust, Estate, etc.) Pri ary or Contingent Share %* 1 Primary Contingent 2 Primary Contingent 3 Primary Contingent 4 Primary Contingent 5 Primary Contingent 6 Primary Contingent *Primary and Contingent beneficiary designations must each total 100%. If the total amount does not equal 100% the difference will be added to the beneficiary listed first. IRA APPLICATION Steadfast Income REIT, Inc Step 4: SPOUSAL CONSENT Current Marital Status I Am Not Married – I understand that if Inherited I become married in the future, I must complete a new IRA Designation of Beneficiary form. I Am Married and my Spouse is selected: Name my primary beneficiary I Am Marrie and my Spouse is NOT my primary beneficiary – I understand that if I choose to designate a primary beneficiary other than my spouse, my spouse must sign below. Consent of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account ownerSpouse: I am transferring inherited/beneficiary assets from another 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. Due to the important tax consequences of giving up my interest in accordance with applicable this IRA, I have been advised to see a tax law requirements, and professional. I am hereby give the (check one box): If you are transferring assets from an IRA Owner any interest I have in the funds or property deposited in the IRA and do not make a selection consent to the default is a transfer beneficiary designation(s) indicated above. I assume full responsibility for any adverse consequences that may result. No tax or legal advice was given to a Beneficiary Traditional me by the Custodian. (Signature of Spouse) (Date) Step 5: FEE INFORMATION Annual Account Maintenance Fee: Starting at $25 The Annual Account Maintenance Fee may be paid by you directly; or the Custodian may deduct them from your IRA or Beneficiary Xxxx XXXfrom your monthly distributions.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account Annual fees will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to charged for any calendar year during which the IRA Prototype Plan Agreement/Disclosure Statement is open. This fee is not prorated for additional information.periods of less than one year. Deduct the f e from the initial purchase amount provided If the above box is not checked, I understand the full amount of the purchase will be applied toward my account. N

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required to be completed if Inherited IRA is selected: Name of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account owner: I am transferring inherited/beneficiary assets from another IRA in accordance with applicable tax law requirements, and I am the (check one box): If you are transferring assets from an IRA and do not make a selection the default is a transfer to a Beneficiary Traditional IRA or Beneficiary Xxxx XXX.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to the IRA Prototype Plan Agreement/Disclosure Statement for additional information. IRA APPLICATION FORM Highland Capital Management Step 3: DESIGNATION OF BENEFICIARIES The following individual(s) or entity(ies) shall be my primary and/or secondary beneficiary(ies). If neither primary nor secondary is indicated, the individual/entity will be deemed to be a primary beneficiary. If more than one primary beneficiary is designated and no distribution percentages are indicated, the beneficiaries will be deemed to own equal share percentages. Multiple secondary beneficiaries with no share percentage indicated will also be deemed to share equally. If any primary or secondary beneficiary dies before I do, his/her interest and the interest of his/her heirs shall terminate completely and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata basis. If no primary beneficiary(ies) survive me, the secondary beneficiary(ies) shall acquire the designated share. No. Beneficiary’s Name If a Minor, Custodian’s Full Name (non-XXX xxxxxx) and Relationship to the Minor Information Date of Birth* Social Security Number Relationship (i.e., Spouse, Non-Spouse, Trust, Estate, etc.) Primary or Secondary Share %** 1  Primary  Secondary 2  Primary  Secondary 3  Primary  Secondary 4  Primary  Secondary 5  Primary  Secondary 6  Primary  Secondary *Date of birth is required for a Spousal beneficiary. **Primary and Secondary beneficiary designations must each total 100%.

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. type Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  or Xxxx XXX Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form) Rollover (including a direct rollover from an employer’s plan) (also complete transfer/rollover form) SEP IRA Recharacterization Inherited IRA Date of Death Rollover (from Xxxx XXX) (also complete transfer/rollover form) Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  RegularInherited XXXX XXX Date of Death Step 3: DESIGNATION F BENEFICIARIES O o m The following individual(s) or entity(ies) shall be my primary and/or contingent beneficiary(ies). If neither primary nor contingent is indicated, the individual/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required entity wi l be deemed to be completed a primary beneficiary. If more than one primary beneficiary is designated and no distribution percentages are indicated, the beneficiaries will be deemed to own equal share percentages. Multiple contingent beneficiaries with no share percentage indicated will also be deemed to share equally. If any primary or contingent beneficiary dies before I do, his/her interest and the interest of his/her heirs shall terminate completely and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata basis. If no primary beneficiary(ies) survive me, the contingent beneficiary(ies) shall acquire the designated share. No. Beneficiary’s Name and Address If Minor, Custodian’s Full Name (non‐XXX xxxxxx) and Relationship to the Minor Information Date f Birth Social Security Number Relationship (i.e., Spouse, Non‐Spouse, Trust, Estate, etc.) Pri ary or Contingent Share %* 1 Primary Contingent 2 Primary Contingent 3 Primary Contingent 4 Primary Contingent 5 Primary Contingent 6 Primary Contingent *Primary and Contingent beneficiary designations must each total 100%. IRA APPLICATION FORM Pacific Office roperties T ust, Inc. P r Step 4: SPOUSAL CONSENT Current Marital Status I Am Not Married – I understand that if Inherited I become married in the future, I must complete a new IRA Designation of Beneficiary form. I Am Married and my Spouse is selected: Name my primary beneficiary I Am Marrie and my Spouse is NOT my primary beneficiary – I understand that if I choose to designate a primary beneficiary other than my spouse, my spouse must sign below. Consent of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account ownerSpouse: I am transferring inherited/beneficiary assets from another 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. Due to the important tax consequences of giving up my interest in accordance with applicable this IRA, I have been advised to see a tax law requirements, and professional. I am hereby give the (check one box): If you are transferring assets from an IRA Owner any interest I have in the funds or property deposited in the IRA and do not make a selection consent to the default is a transfer beneficiary designation(s) indicated above. I assume full responsibility for any adverse consequences that may result. No tax or legal advice was given to a Beneficiary Traditional me by the Custodian. (Signature of Spouse) (Date) Step 5: FEE INFORMATION Annual Account Maintenance Fee: Starting at $25 The Annual Account Maintenance Fee may be paid by you directly; or the Custodian may deduct them from your IRA or Beneficiary Xxxx XXXfrom your monthly distributions.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account Annual fees will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to charged for any calendar year during which the IRA Prototype Plan Agreement/Disclosure Statement is open. This fee is not prorated for additional information.periods of less than one year. Deduct the f e from the initial purchase amount provided If the above box is not checked, I understand the full amount of the purchase will be applied toward my account. N

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required to be completed if Inherited IRA is selected: Name of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account owner: I am transferring inherited/beneficiary assets from another IRA in accordance with applicable tax law requirements, and I am the (check one box): If you are transferring assets from an IRA and do not make a selection the default is a transfer to a Beneficiary Traditional IRA or Beneficiary Xxxx XXX.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to the IRA Prototype Plan Agreement/Disclosure Statement for additional information. IRA APPLICATION FORM TERRA INCOME FUND 6, INC. Step 3: DESIGNATION OF BENEFICIARIES The following individual(s) or entity(ies) shall be my primary and/or secondary beneficiary(ies). If neither primary nor secondary is indicated, the individual/entity will be deemed to be a primary beneficiary. If more than one primary beneficiary is designated and no distribution percentages are indicated, the beneficiaries will be deemed to own equal share percentages. Multiple secondary beneficiaries with no share percentage indicated will also be deemed to share equally. If any primary or secondary beneficiary dies before I do, his/her interest and the interest of his/her heirs shall terminate completely and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata basis. If no primary beneficiary(ies) survive me, the secondary beneficiary(ies) shall acquire the designated share. No. Beneficiary’s Name If a Minor, Custodian’s Full Name (non-XXX xxxxxx) and Relationship to the Minor Information Date of Birth* Social Security Number Relationship (i.e., Spouse, Non-Spouse, Trust, Estate, etc.) Primary or Secondary Share %** 1  Primary  Secondary 2  Primary  Secondary 3  Primary  Secondary 4  Primary  Secondary 5  Primary  Secondary 6  Primary  Secondary *Date of birth is required for a Spousal beneficiary. **Primary and Secondary beneficiary designations must each total 100%.

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Rollover initiated by investor (Transfer/Rollover Form not required) Recharacterization  SEP IRA  Employer Contribution _ Year  Employee Contribution Year  Regular/Annual Contribution Year Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Rollover initiated by investor (Transfer/Rollover Form not required) Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required to be completed if Inherited IRA is selected: Name of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account owner: I am transferring inherited/beneficiary assets from another IRA in accordance with applicable tax law requirements, and I am the (check one box): If you are transferring assets from an IRA and do not make a selection the default is a transfer to a Beneficiary Traditional IRA or Beneficiary Xxxx XXX.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal non‐spousal beneficiary (for non-spousal non‐spousal beneficiary, account will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to the IRA Prototype Plan Agreement/Disclosure Statement for additional information.