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ACCOUNT TRANSFER FORM CLIENT INSTRUCTIONS

Investment products and services are available through Bancorp Investments, Inc., member FINRA and SIPC,an investment adviser and a brokerage subsidiary of Bancorp and affiliate of a Deposit Not FDIC InsuredNot Guaranteed by the BankNot Insured by Any Federal Government AgencyMay Lose Value30444D (08/12)1. Sec. 1 Enter the title of the Bancorp Investments ACCOUNT exactly as it appears on the ACCOUNT statement. Enter the Social Security number or tax identification number and the Bancorp Investments ACCOUNT number. If there is a joint owner on the ACCOUNT : Enter that person s name and Social Security number. Check the type of brokerage ACCOUNT that applies.

Money Funds: Liquidate and send check or wire following instructions in "Fed-wired Monies." Clearing Number 0280 40 ACCOUNT TRANSFER FORM JOINT OWNER, IF ANY SOCIAL SECURITY NUMBER TITLE/REGISTRATION OF ACCOUNT ... • Do not use to request a rollover for an annuity transfer.

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