OUTHERN FINANCIAL LLC SoriN Socutay/Tax ID Number: 66-0799192 Social Security/Tax ID Number (Seceerrafx M applicable) Account Type (select one) ❑Individual — (Non IRA) Rohl Trust 0CorpfBusiness OUGMA/UTMA DEState OTraditional or Rollover IRA K Roth IRA K Beneficiary IRA O Beneficiary Roth IRA O

A/UTMA K Qualified Plan (401k, 403B, PSP, etc.) Contra/Delivering Frm Email: ❑Estate K SIMPLE IRA K SEP IRA Account Type (select one) ❑Other: ❑Individual — (Non IRA) K Traditional or Rollover IRA ❑Joint K Roth IRA ❑Trust K Beneficiary IRA K Corp/Business K Beneficiary Roth IRA ❑UGMNUTMA K Qua