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1 B u D o nl Wh ntou Th L P o nt m I ou pu h np En ( n ud nllc LP V n w p o ou n onw h n wobu n ndcco p n m n ) Non d drei TI n m n d on do um n on d n oodo d D R E P op Con b No Un u dno nds u dno Do um n ocomp ndsubm Subm onop on On n: V n I RA om P En Comp d nd n dsub p ona m n ;o Op n / P n h pa m n n ud n h du om mb nd n h oun m mb h p n M : V n R m np n LLC 20860N T um B d #240 Pho n x AZ85050 Fx: D RE P op Comp d nd n dp m nau ho z onl ( oop n ow) S n d on C o ndo um n R d ndapp o d ba oun Own Em : I n m n I RA om Un u dp om o No nddbn u P om o No w hm u d n ud n bo ow nd nd n u Con b No P om o No nd qu n um nw h m u d n ud nbo ow nd nd n u CopoSub p ona m n( pp b ) Su dno -RE C o ndo um n R d ndapp o d ba oun Own R o d dd d H p u T p B o ubm n ou n on p n u : YouV n oun b h d You ounh b und om k h n m n To n u m pod po d d nd nd n p n u p m d pp op Fo m n oun : V n FBO CLI ENTNAME( T d Ro h SEP SI MPLE)I RA Fo u od oun : V n n ocli ENTNAME T n onmu no n o d qu dp n d ni n n R nucod Som n onm n Un dbu n I n om T x( UBI T) V n n ou ounho d o on u w h h pon o / m n o xp o on o d u hpo n oubi T N dh p?c ndn I n m nt n onsp w ou

2 Bu Don L D Smp (O u on) R 8/15/18 Th b PDF om To omp h om k n n nd p Aoun Own Inomon (A pp on ou oun ppon) L Nm: Vn Aoun #: F Mdd L I HEREBY AUTHORIZE AND DIRECT ADMINISTRATOR TO BUY THE BELOW ASSET FOR MY ACCOUNT: An Inmn Inomon P En Inmn: Lmd Lb Compn (LLC) Lmd Pnhp (LP) P Sok C-Copoon Non-Tdd R E Inmn Tu (Non-Tdd REIT) En Nm: To Puh P: $ To Numb o Sh / Un To B Puhd: Oh: Sh C: Pn o Ownhp To B Puhd: Puh P P Sh / Un: $ % Annu F Mk Vuon Podd B: A Spono/Mn oun Own Oh: Inn n IRA n "p houh" n m u Und Bun Inom Tx (UBIT) Fo mo nomon onu ou x poon o w IRS pubon 598 D R E Pop Inmn: D R E Pop Pop Add: C: R E Pop To Puh P: $ S: Zp: Pn o Ownhp To B Puhd: % En Mon: $ (A d on h Puh Con Do no und ow om pon und h m b dqun n) Db On Inmn: I h Pop To B Mod? Y (I Y omp Pmn Auhozon L o d und om ou Vn Aoun o mk mo pmn) No Conb No Sud No* Unud No Sud No-S C Bk Dbnu Oh: (Comp ddon nomon o ud no on n ddon o nomon bow) Boow Nm: Boow Tx ID Numb: I h No Nw o Exn? Nw Exn F Vu o No: $ To Puh P: $ Mu D: Pn o Ownhp To B Puhd: In R: % % Fqun o Pmn: Monh Annu Oh: Amozon Shdu: (I p h op) Y No P 1 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx:

3 Sud No On: R E - Pop Add: C: S: Zp: Vh/Mob Hom - VIN # Oh - Dpon: Inmn Con Inomon (I mup on p nud nomon whn h Sp Inuon bow) Tp o Con: Con Nm: Em: A Spono/ /T/Aon() Lon S Boow Compn: Phon: Add: C: S: Zp: Tnon F (A du m o non I no ndon md w b ddud om ou un-nd h bn b I h bn ndqu h non w no b pod) How Woud You Lk To P Th Tnon F? Vn Aoun Chk (Md pb o Vn) V MC Do AMEX Nm On Cd: Cd Numb: Bn Add: Exp: CVC: C: S: Zp: D Inuon (P n ou Vn hdu o ppb non ) CHECK (Chk o P/S) Pb To: W Pk Up Onh (Cnno b dd o PO Box) Ru M M To Add: C: S: Zp: WIRE Aoun Nm: ACH Bnk Nm: Roun Numb: Aoun Numb: W Rpn' Add: C: S: Zp: Sp Inuon N Tum Bd S 240 Phonx AZ VnIRAom P 2 o 5 Phon: Phon: Fx: Fx:

4 Po o undn non doumn mu b nod "d nd ppod" wh ou nu nd d (Exmp: Subpon doumn no pomo no) Vn Rmn Pn LLC ( Admno ) pom odkpn nd dmnon du n onnon wh Aoun Own -dd oun (h Aoun ) on bh o h Cuodn ( Cuodn ) oh n Aoun Own oun ppon (h Aoun Appon ) Th m nd ondon o h doumn nopod no h Aoun Appon nd h m nd ondon o h Aoun Appon nopod hn I h undnd Aoun Own undnd h m Aoun -dd nd h Admno nd Cuodn w no ondu n non o du dn o w h m m ppopn u nd/o ub o n nmn I knowd h I h no qud h Admno o Cuodn pod nd Admno nd Cuodn h no podd n d wh p o h nmn d oh n h Bu Don L I undnd h m ponb o ondu du dn nd oh non h onb pudn no woud undk po o mkn n nmn nudn bu no md o nd n h I undnd h nh Admno no Cuodn dmn whh n nmn pb und h Empo Rmn Inom Su A ( ERISA ) h Inn Rnu Cod ( IRC ) o n ppb d o o w nudn u w I undnd h m ponb o w n nmn o nmn k nd o nu ompn wh h qumn I undnd nd h nh Admno no Cuodn du o m no o m Aoun nd/o m nmn uh m dnd n h IRC ERISA nd/o n ppb d o o w I o ndmn dnd nd hod Admno nd Cuodn hm om n m nudn bu no md o on b o pn n nd/o m b oh n ou o h Bu Don L nd/o h nmn nudn bu no md o m h n nmn no pudn pop dd pop ud o ohw n ompn wh h IRC ERISA nd/o n oh ppb d o o w o n m d o nomp o no nomon podd n h Bu Don L In h n o m b n p d o m oun nd/o nmn whn Admno o Cuodn nmd p Admno nd Cuodn h h u nd unquo h h o don o h own on o pn hm nd o ddu om m Aoun moun un o p o n o nd xpn nud b Admno o Cuodn n onnon wh uh m nd/o on nudn bu no md o on nd o nd nn o (o Lon Co ) I h nun und n m Aoun o u mbu Admno nd Cuodn o Lon Co nud b Admno nd/o Cuodn upon dmnd b Admno nd/o Cuodn I w pomp mbu Admno nd Cuodn h oundn bn o h Lon Co I I o pomp mbu h Lon Co Admno nd Cuodn h h u nd unquo h o z m qud m nd/o n on o obn u mbumn o h Lon Co I o undnd nd h Admno nd Cuodn no qud o k n on houd h b n du wh d o n nmn I m dn Admno o und h non pd bo I onm h h don o bu h n odn wh h u o m Aoun nd I o hod hm nd whou b Admno nd Cuodn o nmn k und h oon hod hm poon I undnd h no pon d wh Admno o Cuodn h n uho o o nhn dn hn oh hn I n poon o h Bu Don L ound o b nd od o unnob uh poon d nd uh o nd do no h mnn poon whh mn n u o nd Fo pupo o h Bu Don L h m Admno nd Cuodn nud h n n jon nu n nh nd/o bun pn I d h I h xmnd h doumn nudn ompnn nomon nd o h b o m knowd nd b u o nd omp I hb uhoz h Cuodn o m -dd IRA o xu h puh o om m o m houh h pd bok oun upon m nuon o h nuon o m pn nd uh uhoz h Cuodn o ow uh bok o hod poon o uh un uh nud I undnd h m nd ondon oh n h Aoun Appon hd dm nd oh doumn om Admno mn n u o nd ppb Tnon wh nun und w no b pod un un und d I bn ddud om ou oun h u moun o h non pu mu b b bo ou non n b pod Aoun Own Snu: D: (I h d h dou bo h nu n bo nn nd dn nd wh onn) P 3 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx:

5 P En nd Unud No Dm nd Indmn Amn Th Dm nd Indmn Amn ( h Amn ) onm h muu undndn nd mn bwn Admno nd h Aoun Own ( ou ) dn h popod nmn b ou Aoun n h bo-nmd En/Boow You oun d o n h doumn h Aoun d o whh uod oun o mn oun und Inn Rnu Cod (h IRC ) o 408A Cod Eduon Sn Aoun und IRC 530 o Hh Sn Aoun und IRC 223 You mu n h mn nd un o h Admno po o mkn h nmn n h En/Boow 1) You undnd nd h nh Cuodn no Admno ppo nmn o on ou k o d Cuodn o Admno o k on bh o ou Aoun Cuodn nd Admno md n h ponb und ou Aoun oh n ou Aoun Appon nd h ponb do no nud nmn o x d o nmn on o n knd 2) You undnd nd h nh Cuodn no Admno w no ppo n ubpon mn opn mn b-w md o n pnhp mn nnu mn o n oh m mn dn h puh o opon o h En/Boow nd h no obon o ou n h d 3) You pn h ou h ompd qud du dn on h En/Boow You undnd nd h nh Cuodn no Admno mk n mp o u h En/Boow Fo xmp h mk no mp o: hk h nn nh o h En/ Boow hk wh h S o S o h En/Boow n ood ndn o hk wh h Su nd Exhn Common h B Bun Buu o n oh onmn o non-onmn n dn n ompn d n h En/Boow You h own o h Aoun 100% ponb o un h En/Boow opon nd h nmn pon o h En/Boow nudn kn h p dbd n h pdn nn Rmn Aoun On: 4) You undnd nd h ou o ponb o mkn u h h En/Boow w no omd nd w no op n w h do o m d o Pohbd Tnon h m dnd n IRC ) You undnd nd h ou ponb o onmn h non o h dqud pon wh p o ou Aoun od n n w wh h En/Boow You undnd nd h h En/Boow bom dqud pon ( h m dnd n IRC 4975) upon undn (h m ou o xmp ou Aoun nd oh dqud pon nudn ou pon own mo hn 50% o h En) hn n uu mndo p m b ondd Pohbd Tnon A wh n Pohbd Tnon h ou ou Aoun m b dmd o b dbud o ou o Jnu 1 o h n whh ou Aoun onbu h ddon p nd pn m pp Tho b nn h mn ou ndmn nd hod hm Admno o do hhod nd mpo n n b od wh undn p whh o m b Pohbd Tnon 6) You undnd nd h nh Cuodn no Admno h n ou n x d dn h pob h ou Aoun m b ubj o Und Bun Inom Tx ( UBIT ) u o nmn n h En/Boow I ou Aoun ow UBIT on po om h En/Boow ou o pp o u o b ppd nd d IRS Fom 990T nd n m n qud und ppb w o h wh p o whh n uh om qud nd o u ou Aoun o p n UBIT h pod n uh om You undnd nd h n UBIT owd mu om om und bonn o h Aoun You mn o ndmn nd hod hm bo nud b o h p nmd hn wh p o UBIT nd h ppon nd n o IRS Fom 990T nd m x n 7) You nd undnd h Admno qud o po h mk u o h Aoun o h Inn Rnu S h You o obn mk u o h Aoun nmn n h En/Boow o Dmb 31 h nd po h nomon o Admno on om ppod b Admno no hn Jnu 15 o h oown You undnd nd h Admno nd o on h uon podd b ou o pon pupo nd b no ponb o h u o h nomon podd You undnd nd h un dn uon pod o Admno h u o h nmn n h En/Boow w b pod bd on h Aoun o nmn n h En/ Boow Th uon nomon o pod o h IRS on Fom 5498 You undnd nd h ou o pod mk u o Admno qud Admno m whdw Admno o ou Aoun nd dbu n o ou o o uo Cuodn 8) You pn h ou undnd h wh om p o Aoun h u o qud mnmum dbuon om h Aoun I ou now ubj o h qud mnmum dbuon u o ou Aoun o ou w bom ubj o ho u dun h m o h nmn ou pn h ou h d h h h En pod dbuon h w b un o o h qud mnmum dbuon o h h oh n ou Aoun o n oh oun h ou m o h pupo h un qud (nudn h) om whh ou w b b o whdw ou qud mnmum dbuon h bom qud 9) You undnd nd h h Pn A Ruon ud b h US Dpmn o Lbo (29 CFR ) pp h En ddd o pupo o h Pohbd Tnon u o IRC 4975 In h h undn o h En ondd o b h n whh ou Aoun nn nd h o h mn bo dn h En mu b u wh d o h o h h h En n n You pn h ou h undnd h Pn A Ruon nd Inp Bun 75-2 o h ou h ouh ompn oun dn h Pn A Ruon nd Inp Bun 75-2 (29 CFR ) nd h pon ppon o h En po o mkn ou nmn don P 4 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx:

6 P En nd Unud No Inuon L Admno h d nuon om h bo nd Aoun Own onnn n nmn n h bo nmd n (h En ) houh h o h Aoun Th oun o b nd d o n h doumn h Aoun d o whh mn oun und Inn Rnu Cod (h IRC ) o 408A Cod Eduon Sn Aoun und IRC 530 o Hh Sn Aoun und IRC 223 Th oown nuon mu b oowd o nu ompn wh boh IRS qumn nd Admno po 1) Con nomon nd h o mn dd o h nmn houd b d oow n ou od: An: Vn Rmn Pn LLC Add: N Tum Bd S 240 C S Zp: Phonx AZ Phon: Fx: A no onnn h nmn n h En houd b n o Admno h bo dd wh op o h Aoun Own An quon pnn o h Aoun houd b d o Admno 2) Bu o d p w Admno no b o nw hd p nqu bou h Aoun un h Aoun Own h d wh Admno n on Ind P Dnon o Pow o Aon n h pon mkn h nqu uho o obn nomon on h Aoun 3) Th Aoun Own m no pon un on bh o h Aoun n ndbdn o h En o hd p no m h Aoun Own un n ndbdn o h Aoun o h En 4) I h nmn o dd no on h Aoun Own n h o h p h bn o h Aoun mu n n qud dd no on Rmn Aoun On: 5) A n o d: Vn FBO [F nd L Nm] [Vn Aoun Numb] 6) Admno qu h mpo dnon numb (h EIN) o h En P pod u h nomon o ou od po o ou undn h nmn Do no u h Aoun Own pon o u numb wh p o h nmn o n pupo I h Aoun n no o whh K-1 o m x doumn w b ud p u h oown EIN: I h Aoun 100% own o h En h En mu pp o own EIN I no pmd und h Admno po o u h EIN d bo o n pupo oh hn h un o K-1 o m x doumn o h Aoun 7) On ok mmbhp o oh poo o ownhp hown h pop n mu b n o nd hd b Admno on bh o h Cuodn nd h Aoun 8) A pmn nom dbuon o po o h nmn mu b n o Admno o h bn o h Aoun Und h Inn Rnu Cod n pb o nd und d o h Aoun Own (o h Aoun Own nomn o dn) 9) A h own o h nmn on bh o h Aoun Admno (who n on bh o Cuodn n h p) mu b nod pomp o n hn n dd phon numb o ompn u (uh bnkup n uo n non o on) 10) I h Aoun Own d qu dbuon o h on h IRA o Roh IRA obn do n whh h Aoun wdd o h Aoun Own om pou o hn h Cuodn o Admno o h Aoun m b n o hn h ownhp nd dd d h no n h En In n o h n Admno h Aoun Own o h uo o dd Aoun Own n h o dh w pod wn no o n uh hn You w b qud o hn ou od o h nw nomon h m 11) In h n h uu p onbuon o h En qud o dd (nd podd h Aoun Own dmn h h p no pohbd non und Inn Rnu Cod 4975 nd h un und n h Aoun) und mu om om h Aoun Th Aoun Own m no dn und on bh o h Aoun P 5 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx:

7 Pmn Auhozon L D Smp (O u on R 11/16/18 MASTER Th b PDF om To omp h om k n n nd p Aoun Own Inomon (A pp on ou oun ppon) L Nm: Vn Aoun #: F Mdd L Expn Inomon A Dpon/Pop Add: Pn o Ownhp: Tp o Expn: Cp C LLC Fomon En Mon Mo Homown Aoon Inun Pop Tx U Mnnn/Rp Oh (P p): Pmn Inomon On-Tm Pmn - I hb uhoz nd d Admno o mk on-m pmn o xd moun o h oown: Pb o: Amoun: $ A Inod - I hb uhoz nd d Admno o mk un pmn upon no wh moun ubj o hn Pb o: D o Expon: Run Pmn - I hb uhoz nd d Admno o mk un pmn o xd moun o h oown: Pb o: Amoun: $ Pmn Fqun: Monh Qu Sm-Annu Annu Pon D: 1 5h 15h 20h D Pmn o Commn: D Pmn o End: D Inuon PLEASE ALLOW TWO BUSINESS DAYS FOR PROCESSING Chk Mmo o Rn Inomon: CHECK CASHIER S CHECK * *I qun pmn Ch' Chk p ow on ddon bun d o pon W Pk Up Onh (Cnno b dd o PO Box) Ru M M To Add: C: S: Zp: WIRE ACH Bnk Nm: Roun Numb: Aoun Hod' Nm: Aoun Tp (Chkn/Sn): Aoun Numb: Aoun Hod' Add - C: S: P 1 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx:

8 Tnon F (P n ou Vn hdu o ppb non ) Vn Aoun Chk (Md pb o Vn) V MC Do AMEX Nm On Cd: Cd Numb: Bn Add: Exp: CVC: C: S: Zp: Snu Vn Rmn Pn LLC ( Admno ) pom odkpn nd dmnon du n onnon wh Aoun Own -dd oun (h Aoun ) on bh o h uodn ( Cuodn ) oh n Aoun Own oun ppon (h Aoun Appon ) Th m nd ondon o h doumn nopod no h Aoun Appon nd h m nd ondon o h Aoun Appon nopod hn I undnd m Aoun -dd oun nd h Admno nd Cuodn w no w h m ppopn u nd/o ub o n nmn n onnon wh m Aoun I knowd h Admno nd Cuodn do no ndo ppo o ommnd n ompn podu o nmn I knowd I h no qud h Admno o Cuodn pod nd nh Admno no Cuodn h podd n d wh p o h nmn d oh n h Pmn Auhozon L I undnd h Admno nd Cuodn do no dmn whh h nmn pb und h Empo Rmn Inom Su A (ERISA) h Inn Rnu Cod (IRC) Su Lw o n ppb d o o w nudn bu no md o whh m nmn u qun on und n Bu Sk Lw o ppb Su Lw I undnd m o ponb o w n nmn o nu ompn wh h qumn I undnd h o Admno o Cuodn w mkd ud o ohw ommndd b n pon o n uh nn pn o nmn pomo uh pon o n no n n w n mpo pn pn onun o ubd o Admno o Cuodn I knowd h nh Admno no Cuodn ponb o o bound b n mn pnon wn o mn md b n uh pon o n I undnd no pon d wh Admno nd Cuodn n o n no o nh h uho o o nhn dn hn oh hn I undnd h nh Admno no Cuodn du o m oun uh m dnd n h IRC ERISA Su Lw o n ppb d o o w I o ndmn dnd nd hod Admno nd Cuodn hm om n m n ou o m Aoun nudn bu no md o m h n nmn no pudn pop dd pop ud o ohw n ompn wh ERISA h IRC Su Lw o n oh ppb d o o w I o undnd nd h Admno no qud o k n on houd h b n du n onnon wh m oun I onm h don o mk h pmn oh hn n odn wh h u o m Aoun I onm h don o mk h pmn oh hn n odn wh h u o m Aoun I undnd Vn do no dmn m pmn qud und IRA o HSA udn nd I o hod Admno hm nd whou b I um ponb n nun h Admno o Cuodn podd wh u pmn nuon nudn bu no md o pmn moun du d dd o p nd oun numb Th Pmn Auhozon L h b d nd n u o nd un okd n wn o Admno I d I h xmnd h doumn nudn ompnn nomon nd o h b o m knowd nd b u o nd omp P x o m h om o ou Admno' o PAYMENT WILL NOT BE PROCESSED WITHOUT AN INVOICE NOTE: P ow Vn wo (2) bun d o omp ou qu Doumn d 2pm w b ondd d h nx bun d Pmn Auhozon Snu: D: (I h d h dou bo h nu n bo nn nd dn nd wh onn) P 2 o N Tum Bd S 240 Phonx AZ VnIRAom Phon: Fx: