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  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

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  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  Conversion Recharacterization

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  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  Conversion Recharacterization