Transfer Agreement Instructions
TO SELL YOUR SHARES, PLEASE COMPLETE THE TRANSFER AGREEMENT:
1.Print the Name and Address information as it appears on theNotification of Offer to Purchase that you received, PLUS your Email Address and Phone Number.
2.(a)Check the box to sell ALL your Shares,OR fill in the number you wish to sell.
(b)Check the ‘ALL OR NONE’ box if you do not want to sell unless Purchaser will be able to buy all of your Shares. In other words, if the Offer is oversubscribed and purchases will be prorated, check the box if you do not want to sell only a prorated portion of your Shares.
3.Sign the Agreement, print your name and the date. Provide your social security number or the tax number of the entity that you are signing for. Each Joint Owner must sign.
4.PLEASE INCLUDE THE DOCUMENTS LISTED BELOW AS APPROPRIATE FOR YOUR SITUATION:
Shares held in anIRA or other custodial account: put the name of the custodian, FBO name, and account number in Section 1 of the Transfer Agreement, on the Name lines.
Shares held inTrust: copy of trust agreement pages which identify the trust, trustee(s) & the signature page(s).
Shares held byDeceased/Estate: certified copy of death certificate, plus the will, letters testamentary or court order naming administrator or executor.
Shares held byPartnership: copy of partnership agreement.
Shares held byCorporation: copy of corporate resolution for authority to sell.
Shares held byLimited Liability Company: copy of operating or members agreement.
Shares held inPension/Profit-Sharing Plan: copy of adoption agreement/bylaws identifying name of trust & signature(s) of trustee(s).
Share Certificates: It is our understanding that this company has not issued certificates to shareholders.
Proof of Share Ownership:If you have a confirmation document or account statement that shows the number of Shares you own, please include a copy, but it is not required.
QUESTIONS? Call Everest at (800) 611-4613, or email your questions to CNLLifestyleOffer@everestworld.com.
SEND ORIGINAL TRANSFER AGREEMENT TO:
Everest - 199 S. Los Robles Avenue, Suite 200, Pasadena, CA 91101