Account Transfer Form I. RECEIVING FIRM INFORMATION (Only one per form) RECEIVING FIRM CLEARING NUMBER. 0443 ACCOUNT NUMBE SOCIAL SECURITY NUMBER SECONDARY SOCIAL SECURITY NUMBER- T 1- ACCOUNT TYPE: (Enter the two character code) C O r TAXPAYER IDENTIFICATION NUMBER: or TAXPAYER IDENTIFICATION NUMBER: 1..1J Nonretiremeni: SN—ISinglei —Womb TR —(Trustl CT —Mistrusts.) CO—(Corporate) CU—(Custodian) ES —(Estate) BC — (Bank Custody) AG-Mooney) Retirement: IR — (Traditional IRAI RI—(Roth IRA) DR —(/Direct Rollover) BI—(Beneficiary) BR —(Beneficiary Roth IRA) 4K —(40Ik) El—(Education Savings Account) SI —(SIMPLE IRA) OP —(Qualihed Plan) 4B—(403b) 7B —(457 Plan) HS—(488'1h Savings Account) 5P-(525 Plan) OT—i0ther) Other: II. DELIVERING ACCOUNT INFORMATION CLEARING NUMBER. ACCOUNT NUMBER. FIRM NAME: JP Morgan DELIVERING FIRM CONTACT INFORMATION (MANDATORY WHEN CLEARING NUMBER IS NOT PROVIDED) CONTACT NAME' ACCOUNT TITLE. (As it appears on your statement) FIRM ADDRESS- (No PO Box) — — — CITY' STATE: TELEPHONE NUMBER: NOTE It statement is necessary to process this form. Southern Financial, Ur ZIP: III. TRANSFER TYPE (Choose only o A. ACCOUNT TRANSFER 0 FULL (Check one below) 0 TRANSFER ALL ASSETS IN MND (Skip to Sedan VI) O LIQUIDATE ALL ASSETS LIST ED IN SECTION IV (Liquidations are not lor brokerage acctunts) 0 TRANSFER AU. ASSETS IN KIND EXCEPT FOR THE ASSETS USTED IN SECTION N. WHICH REQUIRE LIQUIDATION 0 PARTIAL (Complete Section M B. DRS/DRIP U FULL (Check one below) 0 SELL FRACTIONS AND CLOSE ACCOUNT O TRANSFER ALL FULL SHARES ONLY O PARTIAL (List assets in Section N) NOTE: For transfer agents. electronically send positions or issue a certificate for whole shares and redeem tractional shares. C. DIRECT MUTUAL FUND TRANSFER MUTUAL FUNDS FROM THE ACCOUNT HELD DIRECTLY AT THE FUND COMPANY ISee Est in Section IV for exact instructions) NOTE: Only one fund family per form. D. BANK RETIREMENT PLAN ACCOUNTS (Selec