Manage Account

Expense Payment Request

Additional Investment/Capital Request

Investment Income Deposit

Authorization to Take Action/Sale of Asset

Payoff Request — Promissory Note, Deed of Trust, Mortgage Note

Update Account Information

Limited Power of Attorney

Roth IRA Conversion

Property Management Agreement

Distribution Request – Asset(s) and Cash

Distribution Request – Cash Only

HSA Reimbursement

Coverdell Reimbursement/Expense Payment Request

Interested Party Authorization

Beneficiary Designation Update

Spousal Consent Form (Beneficiary)

Valuation Update

Annual Fair Market Valuation Update — Self Certification

Annual Fair Market Valuation Update — IRA/LLC or 401(k)/LLC Self-Certification

Fair Market Valuation for Taxable Event (RMD, Roth Conversion, In-Kind Distribuation)