Common use of TRADITIONAL IRA ELECTION Clause in Contracts

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Parnassus Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for the initial investment minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Xxxxxxxx Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Westwood Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to TRADITIONAL IRA 1. Annual Contributions Check enclosed in the Fund’s prospectus amount of $ representing current contribution for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Funds)tax year 20 .

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Xxxxxx Xxxxxx & Xxxxxx Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer Refer to the Fund’s Fund prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsInitial Investment Share Class Minimums).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Sphere Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Fort Pitt Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus Prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsShare Class Initial Investment Minimums).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsThe Xxxxxx Fund).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Xxxxx Advantage Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Fulcrum Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Texas Capital Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsXxxxxxx Growth Fund). 1. Annual Contributions

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer (Refer to the Fund’s Fund prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsInitial Investment Share Class Minimums).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsThe Covered Bridge Fund).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Xxxx Family of Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual Zacks Funds).

TRADITIONAL IRA ELECTION. If you wish to open a Traditional IRA, provide all applicable information below. The requirements for a valid rollover are complex. See the Traditional IRA Disclosure Statement for additional information and consult your tax advisor for help if needed. Direct Rollovers are described in the Traditional IRA Disclosure Statement. A. Traditional IRA (Please refer to the Fund’s prospectus for minimum investment amounts and subsequent investment requirements. Make checks payable to the Sierra Mutual FundsXxxxx Alpha Funds Trust).