Common use of Original IRA Owner Clause in Contracts

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 Mail Stop: Benefit Street Partners Kansas City, MO 64121-9943 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Resource REIT, Inc. Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 219169 Mail Stop: Benefit Street Partners Resource Kansas City, MO 64121-9943 9169 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners W. P. Xxxxx Non-Traded Programs Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 219145 Mail Stop: Benefit Street Partners W. P. Xxxxx Kansas City, MO 64121-9943 9145 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY   Payments Over 10 Years  Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments  Close account by the end of 10th year Life Expectancy Payments  Life Expectancy Payments Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner.  Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Watermark Lodging Trust, Inc. Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 219939 Mail Stop: Benefit Street Partners Watermark Kansas City, MO 64121-9943 9939 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE ADDITIONAL INVESTMENT INSTRUCTIONS FORM Benefit Street Partners Invesco INREIT Please Print or Type Forward To: First Trust Retirement, c/o SS&C This form should be used for investments made subsequent to the initial IRA opening. Each alternative investment has specific rules around additional investments; please review the terms and conditions outlined within the specific product prospectus for details. Regular Mail Overnight Delivery PO Box 219943 Mail Stop: Benefit Street Partners 219164 Kansas City, MO 64121-9943 9164 855-387-3847 Overnight Delivery Mail Stop: Invesco INREIT 000 Xxxx 0xx Xxxxxx 855Kansas City, MO 64105-387-0000 Xxxxxx Xxxx, XX 00000-00001407

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL Life Expectancy Payments  Life Expectancy Payments Life Expectancy Payments  Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY   Payments Over 10 Years  Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments  Close account by the end of 10th year Life Expectancy Payments  Life Expectancy Payments Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner.  Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 219476 Mail Stop: Benefit Street Partners CION Investments Kansas City, MO 64121-9943 9476 000 Xxxx 0xx Xxxxxx 855000-387000-0000 Xxxxxx Xxxx, XX 00000-0000

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE ADDITIONAL INVESTMENT INSTRUCTIONS FORM Benefit Street Partners RREEF Property Trust, Inc. Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 Mail Stop: Benefit Street Partners Kansas City, MO 64121-9943 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000This form should be used for investments made subsequent to the initial IRA opening. Each alternative investment has specific rules around additional investments; please review the terms and conditions outlined within the specific product prospectus for details.

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE ADDITIONAL INVESTMENT INSTRUCTIONS FORM Benefit Street Partners Greenbacker Renewable Energy Company, LLC Please Print or Type Forward To: First Trust Retirement, c/o SS&C This form should be used for investments made subsequent to the initial IRA opening. Each alternative investment has specific rules around additional investments; please review the terms and conditions outlined within the specific product prospectus for details. Regular Mail Overnight Delivery PO Box 219943 Mail Stop: Benefit Street Partners 219255 Kansas City, MO 64121-9943 9255 855-387-3847 Overnight Delivery Mail Stop: Greenbacker 000 Xxxx 0xx Xxxxxx 855Kansas City, MO 64105-387-0000 Xxxxxx Xxxx, XX 00000-00001407

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years  Close account by the end of 10th year Life Expectancy Payments    Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years  Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Pacific Office Properties Trust, Inc. Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 219554 Mail Stop: Benefit Street Partners Pacific Office Properties Kansas City, MO 64121-9943 9554 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000