Common Contracts

DESIGNATION OF TRANSFER ON DEATH (“TOD”) BENEFICIARY AGREEMENT

Wisconsin • June 21st, 2017

• Jurisdiction
  Wisconsin
• Filed
  June 21st, 2017

Please complete this form to establish a Transfer on Death (TOD) Beneficiary on your account. If you have questions about this form, call 1.800.638.3060, or consult your legal adviser. A TOD direction transfers ownership of your shares to your beneficiary effective on your death. Acceptance and execution of TOD directions is a matter of contract between you and FPA Funds and is subject to the Rules for Registration of shares in Beneficiary Form adopted by FPA Funds (the “Rules”), which Rules are incorporated by reference in this Agreement. This Agreement shall be governed by those Rules and construed in accordance with the laws of the state of Wisconsin.