1D Ameritrade Mail or Fax to: PO Box 2760 • Omaha, NE 68103-2760 Fax: 886-468-8268 Account Transfer Form Receiving Firm DTC Clearing Number PM Please use the Direct Registration System (DRS) Transfer Form TDA 100557 for transfer from a transfer agent. Instructions: Attach a complete copy of your most recent statement, of the account you are requesting the transfer from, (dated within 90 days) In order for the transfer to be processed. Please submit the completed form to 1D Ameritrade Attn: TD Ameritrade, PO Box 2760, Omaha, NE 68103-2760 or fax to 866468.6268. To submit the completed and signed form(s). electronically through our secure Message Center, scan it, along with any other material you're sending. Then log in to your account and go to Client Services > Message Center to write us, and attach the scanned document(s) to your message. "If you are requesting to transfer from your Qualified Retirement Plan, please contact your plan administrator; this form may not be required. If you are transferring between two TO Ameritrade accounts, please use the Internal transfer form. Please note you cannot use this form to transfer from a standard checking account and /or savings account from a bankfaedit union. For IRAs, and Beneficiary IRAs where the original owner was 70M years or older at death, please attach a copy of your end of year statement to enable us fo calculate the required minimum distribution for the account. 1. ACCOUNT INFORMATION Your TO Amoritrade Account (The registration of the account being transferred should match your TO Amerittade account and the Tax ID for both the TO Ameritrade account and account being transferred.) Account Number (Required): one perform) 867-730320 Account Resestradorifhtle: SOUTHERN FINANCIAL LLC Social Security/Tax ID Number Serial Securtty/Tax ID Number: (Secondary If applicable) Account Type (select one) — (Non IRA) hint Trust Trust 0CorprBusIness ❑UGMANTMA ❑Estate 0 Traditional or Rollov