Common use of Priority List Clause in Contracts

Priority List. The Program Banks appear on the Priority List in the order in which the deposit accounts will be opened for you and in which your funds will be deposited. You should review the Priority List carefully. Other clients may be assigned different Priority Lists. You can identify the Priority List applicable to you by state. Please refer to the state which you legally identify as your primary state of residence and which is included in your new account application. You may not change the order of the Program Banks on the Priority List. However, you may at any time designate a Program Bank as ineligible to receive your funds. This will result in your funds being deposited into deposit accounts at the next Program Bank on the Priority List. In addition, you may at any time instruct us to remove your funds from a Program Bank, close your deposit account with the Program Bank and designate the Program Bank as ineligible to receive future deposits. You may not designate all of the Excess Banks as ineligible to receive your funds. If you wish to designate a Program Bank as ineligible to receive your funds, please contact your Financial Advisor. The Priority List will include one or more Excess Banks that will accept your funds without limit and without regard to the Maximum Applicable Deposit Insurance Amount if all Program Banks on the Priority List have received funds up to the Applicable Deposit Limit. If all of your funds are withdrawn from an Excess Bank, the next time your funds are available for deposit into an Excess Bank, your funds may be deposited into a different Excess Bank. The Priority List of available Program Banks into which your funds may be deposited will also be available on Woodbury Financial’s website: xxx.xxxxxxxxxxxx.xxx – refer to “Disclosures,” then to the FDIC Insured Deposit Program. You may also contact your Financial Advisor to obtain this information.

Priority List. The Program Banks appear on the Priority List in the order in which the deposit accounts will be opened for you and in which your funds will be deposited. You should review the Priority List carefully. Other clients may be assigned different Priority Lists. You can identify the Priority List applicable to you by state. Please refer to the state which you legally identify as your primary state of residence and which is included in your new account application. You may not change the order of the Program Banks on the Priority List. However, you may at any time designate a Program Bank as ineligible to receive your funds. This will result in your funds being deposited into deposit accounts at the next Program Bank on the Priority List. In addition, you may at any time instruct us to remove your funds from a Program Bank, close your deposit account with the Program Bank and designate the Program Bank as ineligible to receive future deposits. You may not designate all of the Excess Banks as ineligible to receive your funds. If you wish to designate a Program Bank as ineligible to receive your funds, please contact your Financial AdvisorProfessional. The Priority List will include one or more Excess Banks that will accept your funds without limit and without regard to the Maximum Applicable Deposit Insurance Amount if all Program Banks on the Priority List have received funds up to the Applicable Deposit Limit. If all of your funds are withdrawn from an Excess Bank, the next time your funds are available for deposit into an Excess Bank, your funds may be deposited into a different Excess Bank. The Priority List of available Program Banks into which your funds may be deposited will also be available on Woodbury Financial’s Royal Alliance website: xxx.xxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx – refer to “Disclosures,” then to the FDIC Insured Deposit Program. You may also contact your Financial Advisor Professional to obtain this information.

Priority List. The Program Banks appear on the Priority List in the order in which the deposit accounts will be opened for you and in which your funds will be deposited. You should review the Priority List carefully. Other clients may be assigned different Priority Lists. You can identify the Priority List applicable to you by state. Please refer to the state which you legally identify as your primary state of residence and which is included in your new account application. You may not change the order of the Program Banks on the Priority List. However, you may at any time designate a Program Bank as ineligible to receive your funds. This will result in your funds being deposited into deposit accounts at the next Program Bank on the Priority List. In addition, you may at any time instruct us to remove your funds from a Program Bank, close your deposit account with the Program Bank and designate the Program Bank as ineligible to receive future deposits. You may not designate all of the Excess Banks as ineligible to receive your funds. If you wish to designate a Program Bank as ineligible to receive your funds, please contact your Financial Advisor. The Priority List will include one or more Excess Banks that will accept your funds without limit and without regard to the Maximum Applicable Deposit Insurance Amount if all Program Banks on the Priority List have received funds up to the Applicable Deposit Limit. If all of your funds are withdrawn from an Excess Bank, the next time your funds are available for deposit into an Excess Bank, your funds may be deposited into a different Excess Bank. The Priority List of available Program Banks into which your funds may be deposited will also be available on Woodbury FinancialRoyal Alliance’s website: xxx.xxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx – refer to “Disclosures,” then to the FDIC Insured Deposit Program. You may also contact your Financial Advisor to obtain this information.

Priority List. The Program Banks appear on the Priority List in the order in which the deposit accounts will be opened for you and in which your funds will be deposited. You should review the Priority List carefully. Other clients may be assigned different Priority Lists. You can identify the Priority List applicable to you by state. Please refer to the state which you legally identify as your primary state of residence and which is included in your new account application. You may not change the order of the Program Banks on the Priority List. However, you may at any time designate a Program Bank as ineligible to receive your funds. This will result in your funds being deposited into deposit accounts at the next Program Bank on the Priority List. In addition, you may at any time instruct us to remove your funds from a Program Bank, close your deposit account with the Program Bank and designate the Program Bank as ineligible to receive future deposits. You may not designate all of the Excess Banks as ineligible to receive your funds. If you wish to designate a Program Bank as ineligible to receive your funds, please contact your Financial Advisor. The Priority List will include one or more Excess Banks that will accept your funds without limit and without regard to the Maximum Applicable Deposit Insurance Amount if all Program Banks on the Priority List have received funds up to the Applicable Deposit Limit. If all of your funds are withdrawn from an Excess Bank, the next time your funds are available for deposit into an Excess Bank, your funds may be deposited into a different Excess Bank. The Priority List of available Program Banks into which your funds may be deposited will also be available on Woodbury Financial’s Royal Alliance website: xxx.xxxxxxxxxxxx.xxx xxx.xxxxxxxxxxxxx.xxx – refer to “Disclosures,” then to the FDIC Insured Deposit Program. You may also contact your Financial Advisor to obtain this information.