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DTC8862ACAT0671Account transfer-in formPlease use this form to transfer assets from anexternal (sending) account to your Merrill Edge (receiving) account.DOCUMENT COMPLETION CHECKLISTFor best results, please complete the information requestedin Sections 1 to 3 using ALL CAPITAL letters and BLACK ink.Use one form for each account that you are transferring.Things to know before you begin:1. Print this form and fill in completely with all requiredsignatures. Remember to update any automatic deposits or withdrawalsyou’ve set up on the account you’re transferring to Merrill Edge. 2. P rint all pages of your most recent (dated within last sixmonths) statement and submit with this form. If you are rolling over assets from a 401(k) or otheremployer-sponsored plan, consider all your choices.3. Complete and attach additional forms if required. Some transfers — including annuities — may result in taxconsequences, penalties or financial risk. Consult your taxand financial professionals before requesting this transfer.4. S end all documents to the appropriate mail address orfax number at left.How to avoid errors: This form cannot be used to move assets betweenMerrill Edge accounts.Use one form for each account that you are transferring.Please complete this form and return to your Merrill Edge FinancialSolutions Advisor (if applicable).Section 1 Complete all required fields for your Merrill Edgeand the external account.Advisor nameSection 2Advisor phone number Complete ONLY ONE section – A, B or C.   Select Full Asset Transfer or designatePartial Assets to be transferred. Ensure assets are transferable to Merrill Edge.Or return via:Section 3Overnight and Regular Mail: Sign and date this form.Merrill Edge3315 Central AvenueHot Springs, AR 71913Mailstop 29076Additional Guidance is provided starting on page 6.Fax866.827.8879Any questions?If you have any questions regarding this form,please call us 24/7 at 877.653.4732.15661566EDGE-0520171

1. Please enter your Merrill Edge (receiving) account informationALL fields arerequired.Merrill Edge Account NumberSelect ONEreceiving accounttype.Non-Retirement AccountList all namesEXACTLY as theyappear on theaccount.For additionalaccount owners,complete anothercopy of this page.Retirement AccountIndividualJointTraditional IRARollover IRAOther (please specify)TrustBusinessSIMPLE IRAInherited IRAEstatePartnershipRoth IRAInherited Roth IRAUGMA/UTMACorporateSEP IRAAccount Owner(s)First Name (Primary Account Owner) M.I. Last NameSocial Security NumberFirst Name (ADD’L Account Owner, if applicable) M.I. Last NameSocial Security NumberTrust or Entity Name (if applicable)Tax ID Number (if applicable)Tell us about the external (sending) account you are transferringALL fields arerequired.External Account NumberSelect ONEsending accounttype.Non-Retirement AccountList all namesEXACTLY as theyappear on theaccount.Retirement AccountIndividualJointTraditional IRARollover IRATrustBusinessSIMPLE IRAInherited IRAEstatePartnershipRoth IRAInherited Roth IRAUGMA/UTMACorporateSEP IRAOther (please specify)Account Owner(s)First Name (Primary Account Owner) M.I. Last NamePhone NumberFor additionalaccount owners,complete anothercopy of this page.Name of Financial InstitutionSocial Security NumberEmail AddressFirst Name (ADD’L Account Owner, if applicable) M.I. Last NameSocial Security NumberTrust or Entity Name (if applicable)Tax ID Number (if applicable)Need help? Call 877.653.4732 to speak with a Merrill Edge specialist.15661566EDGE-0520172

2. List assets to transfer over (Complete only ONE section – A, B or C)Transfer an account from a broker-dealer or bank trustA.Select ONEtransfer option.FULL TRANSFERPARTIAL TRANSFER(Do not close the account.) ULL LIQUIDATION:FLiquidate my entire account and transfer in cash. ULL TRANSFER AFTER PARTIAL LIQUIDATION:FTransfer ALL assets in kind after liquidating the assetslisted below. (Complete the table below.)ORP ARTIAL TRANSFER:Transfer only the assets listed below.(Complete the table below.) ULL TRANSFER IN KIND:FTransfer ALL assets in kind.See AdditionalGuidance forlow-priced stocks.SecuritySymbolSecurity NameQuantity(# of shares or “ALL”)Transferin KindLiquidate andTransfer CashComplete onlyONE section. If notindicated, Merrill Edgewill transfer sharesin kind.If additional space is required, print a copy of this page and attach to this request.CASH: For PARTIAL TRANSFER IN KIND or PARTIAL LIQUIDATION only, enter the value forcash that you are transferring (if applicable).B.Select ONEtransfer option. Transfer an account from a mutual fund companyFor information on which mutual funds can be transferred to Merrill Edge, please contact yourMerrill Edge Financial Solutions Advisor, visit merrilledge.com or call 888.637.3343 for assistance. ULL TRANSFER:FTransfer all assets in my account(s) andclose the account.OR(Complete the table below.)FundSymbolFund NameP ARTIAL TRANSFER:Transfer only the assets listed below.Do not close the account.(Complete the table below.)Quantity (# ofshares or “ALL”)Account #Transferin KindLiquidate andTransfer CashComplete onlyONE section.If additional space is required, print a copy of this page and attach to this request.C.Select ONEtransfer option.Certificates of deposit/money market accounts at a bankPlease contact your Merrill Edge Financial Solutions Advisor, visit merrilledge.com or call 888.637.3343 for assistance.I mmediately liquidate CDs andtransfer in cash. (Full transfer only). You may be charged a penaltyORfor early withdrawal.Complete onlyONE section.I mmediately liquidate moneymarket and transfer in cash.Full transfer ait to liquidate CDs and transfer in cashWwhen CDs mature on/ /(MM/DD/YYYY).For this option, submit your request at least 7 days, but no more than14 days, before maturity to ensure that we can process this request.Partial transfer(Branch/Credit Union Name) (Street Address)(City, State)Need help? Call 877.653.4732 to speak with a Merrill Edge specialist.15661566EDGE-0520173(Zip Code)

3. Sign and datePlease contact your Merrill Edge Financial Solutions Advisor, visit merrilledge.com or call 888.637.3343 for assistance.You direct the delivering firm to: Transfer your account to Merrill Edge as you have instructed on this form, even though the Merrill Edge account may havea different account title or different taxpayer identification number from the delivering account. Liquidate proprietary money market funds, if any exist, and transfer in cash to Merrill Edge unless you instruct otherwise.Proprietary mutual funds or money market funds may not be transferable to Merrill Edge. You should consult your tax andfinancial professionals regarding any fees or tax consequences that may result from liquidations of proprietary funds. Deduct any outstanding fees from the credit balance in your account. If a credit balance does not exist or does not coverthe balance due, liquidate assets in the account to the extent necessary to satisfy the balance due. Transfer any certificates or other instruments held in the firm’s physical possession in good deliverable form. Affix anynecessary tax waivers so Merrill Edge can transfer them in its name when directed to sell them. Freeze your account when this transfer is validated, which includes canceling all open orders and not acceptingnew orders on the transferring account (except for transactions closing option positions that expire within seven days). Release any requested historical information to Merrill Edge about the account you’re transferring.You acknowledge that: Certain assets may not be readily transferable, with or without penalty, within the time frame required by FINRA Rule 11870or another designated authority. Certain assets may not be transferable to Merrill Edge, such as penny stocks, proprietary mutual funds or money market funds,and your request may be rejected. You should consult your tax and financial professionals regarding any fees or tax consequencesthat may result from liquidations of proprietary funds. You cannot resubmit your request until you remove non-transferable assets.For other types of non-transferable assets, you will be contacted in writing by Merrill Edge or the delivering firm to determinehow you want to dispose of such assets. Credit cards, debit cards or unused checks issued to you for the transferring account have been destroyed or returned tothe delivering firm. If transferring assets in a retirement account, none of the amount transferred includes the required minimum distributionthat you are required to take this year. If transferring a retirement plan account and the delivering firm is trustee or custodian, you represent that you haveappropriately amended the plan and named Merrill Lynch as successor custodian or trustee.All account holders or authorized signers of accounts listed in Section 1 of this form must sign below. If an account holder’sname appears differently on either account, the owner must sign the form using all name variations (e.g., maiden name and married name).The Medallion Signature Guarantee is only required if you are transferring from one account ownership type to another (e.g., individualaccount to joint account) or the ownership names on the accounts you are transferring do not exactly match your Merrill Edge account(e.g., maiden name and married name or nickname and legal name).Print Primary Account Owner’s NamePrimary Account Owner’s SignatureMedallion Signature GuaranteeDate (MM / DD / YYYY)Print Co-Account Owner’s NameCo-Account Owner’s SignatureDate (MM / DD / YYYY)Print Additional Account Owner’s NameAdditional Account Owner’s SignatureDate (MM / DD / YYYY)If additional space is required, print a copy of this page and attach to this request.15661566EDGE-0520174

Merrill Edge office use onlyFor retirement accounts only. To the prior custodian or trustee of the retirement account designated on thisform for transfer: Merrill Lynch accepts the appointment as successor custodian.SUCCESSOR CUSTODIAN SIGNATURE (Merrill Lynch Authorized Signer)DateXInstructions for delivering firmInstructions fordelivering firmASSET TYPEDELIVERY INSTRUCTIONSChecks and Re-registration Papersfor cash and margin accountsMake checks payable to:Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodianFAO/FBO Client NameMerrill Edge Account NumberCash Transfers between retirementaccountsMail to:Merrill LynchAttn: Cash Management ServicesMail Code: FL9-801-01-024802 Deer Lake Drive EastJacksonville, FL 32246-6484Do not send physical certificates to this address.All DTC-Eligible SecuritiesDeliver to DTC Clearing0671 vs. Payment8862 vs. Receipt-freePhysical Delivery of SecuritiesDTCC NYW Broker 671 MLPFS570 Washington BoulevardJersey City, NJ 07310Attn: Central Delivery, 5th floorFederal SettlementsAll Custody U.S. Treasuries(Bonds, Bills, Notes, Agencies)BK OF NYC/MLPFSABA Number: 021000018Further credit to client name and Merrill Lynchaccount numberFederal Book-Entry MortgageAll MBS products (FHLMC, FNMA,GNMA, MO, etc.)Federal Wire FundsBank of America, N.A.100 West 33rd StreetNew York, NY 10001ABA Number: 026009593SWIFT Address for International Banks: BOFAUS3NAccount Number: 6550113516Name: Merrill Lynch Pierce Fenner and Smith, New York, NYReference: Merrill Lynch 8-digit account number and account titleLimited PartnershipsMerrill LynchSSS/Limited Partnership Operations4800 Deer Lake Drive EastMail Code: FL9-805-01-08Jacksonville, FL 32246-648415661566EDGE-0520175

Additional GuidanceDefinitionsAccount titling refers to the name(s) of the owner(s) who is (are) legally responsible for the account.Eligible security means that the security may be held and traded by Merrill Edge. If you have questions, please contact your Merrill EdgeFinancial Solutions Advisor or call us at 877.653.4732.Liquidation means converting assets into cash.Low-priced stock (“penny stock”) means any equity security that is priced below 6 per share for Advised accounts or 1 per sharefor Online accounts; is not purchased or sold on a U.S. exchange; and for which Merrill Lynch does not make a market. Due to the potentialvolatility and risk related to low-priced stocks, Merrill Edge has special restrictions on orders in low-priced stocks.Medallion Signature Guarantee is a special signature guarantee for the transfer of securities. It is a guarantee by the transferringfinancial institution that the signature is genuine and the financial institution accepts liability for any forgery. Signature guarantees protectshareholders by preventing unauthorized transfers and possible investor losses. If you have questions, please refer to the additionalMedallion Signature Guarantee guidance on page 7 or contact a Merrill Edge Specialist at 877.653.4732.Transfer in kind means that eligible security holdings will be transferred as whole shares to the Merrill Edge account.RolloversIf you’re rolling over assets from a 401(k) or other employer-sponsored plan, consider all of your choices. You may be able to roll over toan IRA, roll over an old 401(k) to a 401(k) at a new employer, take a distribution or leave the account where it is, depending on your uniquefinancial needs and retirement goals. Each choice may offer different benefits and limitations including investment options and services,fees and expenses, withdrawal options, required minimum distributions, tax treatment and protection from creditors and legal judgments.Additionally, there are limits to how often and when you can roll over your account.AnnuitiesTransferring annuities may result in tax consequences, penalties or financial risk. If you need to surrender all or part of an annuity, pleasecontact your annuity carrier.Your annuity carrier will require annuity-specific paperwork to complete your transfer request. For annuity transfers, a Merrill EdgeFinancial Solutions Advisor can provide you with an Annuity Transfer form.Additional documentation may be required for the following types of transfer requests:Transfers from this type of account:To these types of accounts:Require the followingadditional documents:Custodial Individual Trust Estate Proof of age (e.g., driver’s license) StatementEstate Individual Joint Trust Guardian Individual Proof of age Termination of guardianship StatementPartnership Trust Corporation Partnership agreement StatementCorporation Trust Partnership Corporate agreement StatementTrust Corporation Partnership Trust agreement StatementDeath certificateAffidavit of domicileLetter of testamentaryStatementFrequently asked questionsHow long will it take for my account totransfer?Many firms transfer assets using an automated transfer process, which typically takes 5 – 7 businessdays to complete. Other firms either do not use the automated process or must process some assetsmanually, which can take 3 – 6 weeks to complete.How do I transfer mutual funds?If you would like all assets to be transferred in kind, please select Full Transfer. If you would likespecific funds or share amounts, please select Partial Transfer and list the assets to be transferred. IfMerrill Edge cannot hold these funds, they must be liquidated by the current custodian prior to transfer.How do I know if Merrill Edgecan hold my mutual funds?Please call a Merrill Edge specialist at 877.653.4732.For transfers between unlike accounttitles, what signatures are required?All parties involved in the transfer are required to sign the application in Section 3. Both signaturesmay require a Medallion Signature Guarantee. If you have questions, please refer to the additionalMedallion Signature Guarantee guidance on page 7 or contact a Merrill Edge Specialist at 877.653.4732.For transfers between unlike account titles,what additional documents are required?If the Account Owner names listed in Section 1 are not EXACTLY the same, but DO refer to the sameperson, please contact your Merrill Edge Financial Solutions Advisor or call us at 877.653.4732.How do I include additional signatures?If you need additional space for signatures, print a copy of the signature page and attach to this request.15661566EDGE-0520176

Medallion Signature GuaranteeWhat is it?What is it used for?Medallion Signature Guarantee is a certification stamp usedto protect shareholder accounts and prevent the unauthorizedtransfer of assets. By stamping documents, the endorsercertifies the signature is genuine and the person signing islegally authorized to do so.Medallion Signature Guarantee is used as a security measureto protect shareholders and investment firms for transactionsinvolving the sale or transfer of stocks, warrants and othersecurities; bonds and savings bonds; mutual funds; unitinvestment trusts.When will it be provided?Merrill Edge will generally provide Medallion Signature Guarantee for incoming asset transfers for the following scenarios: A transfer with matching account registration Driver’s license or other government-issued ID is provided for transfer from an individual account to a joint account withsame account owner (additional security questions are required) Driver’s license or other government-issued ID is provided for liquidation request for retirement account valuing 200,000 or more Driver’s license or other government-issued ID is provided for liquidation request for retail account valuing 100,000 or more Account re-registrationRe-registration requires the following documentation: DRS form, recent external (sending) account statement, deathcertificate, re-registration paperwork from external (sending) firm and affidavit of domicile.Merrill Edge will not provide, but does require, the Medallion Signature Guarantee for incoming transferswith unlike registrations, including: Joint account transferring to an Individual account Name Mismatch formAll transfer request documents can be submitted to us in one of the following ways:Regular mailing addressOvernight mailing addressMERRILL EDGEP.O. BOX 29076HOT SPRINGS, AR 71903MERRILL EDGE3315 CENTRAL AVENUEMAIL STOP 29076HOT SPRINGS, AR 71903General Fax Line: 866.827.8879For further information, please contact Merrill Edge at 877.653.4732 between 8 a.m. and 7 p.m. Eastern.Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.Investment products:Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value 2017 Bank of America Corporation. All rights reserved. SHEET-05-17-0261 ARH3DKMM 05/2017 To learn about Bank of America’s environmental goals and initiatives, go to bankofamerica.com/environment.Leaf icon is a registered trademark of Bank of America Corporation.715661566EDGE-052017

Traditional IRA Rollover IRA Other (please specify) SIMPLE IRA Inherited IRA Roth IRA Inherited Roth IRA SEP IRA List all names EXACTLY as they appear on the account. Account Owner(s) First Name (Primary Account Owner) M.I. Last Name Social Security Number Phone Number Email Address Firs