plan sponsor connect - ivy investmentsplan sponsor connect . banking information form. number of...

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2 COMPANY INFORMATION BANKING INFORMATION (Required) 3 Plan ID Number (If known) Company Name Select One: Signature (Authorized Signer) I (We) hereby represent that all persons necessary to authorize transactions in the bank account have signed below. I (We) hereby authorize WI Services Company to initiate debit entries from above-referenced bank account via Automated Clearing. House (ACH) for purchases requested by the Plan Sponsor using the Plan Sponsor Connect website and to indemnify and hold harmless WI Services Company and its affiliated companies for any loss, liability, or expense incurred as a result of acting on such instructions. This authorization may be terminated by the Company at any time by written notification to WI Services Company, with reasonable time to process such termination. Your banking information will be available via Plan Sponsor Connect (PSC) approximately 10 business days after the date WI Services Company receives your request. Bank Account Number Bank Account Registration (All names listed on the bank account) ABA Routing Number (Nine digits) Bank Name Select One: Printed Name Title Title Printed Name Signature (Authorized Signer) Savings Account Checking Account PLAN SPONSOR CONNECT Banking Information Form Date: Number of Pages Faxed: (Including this page) To: Ivy Funds (Fax) 1.800.532.2749 From: Contact Name Contact Phone Number Update Existing Bank Account Information New Bank Account Information WR01CS0047 (11/19) Version 1.3 FAX COVER 1

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Page 1: PLAN SPONSOR CONNECT - Ivy InvestmentsPLAN SPONSOR CONNECT . Banking Information Form. Number of Pages Faxed: (Including this page) Date: To: Ivy Funds (Fax) 1.800.532.2749 . From:

2 COMPANY INFORMATION

BANKING INFORMATION (Required)3

Plan ID Number (If known)

Company Name

Select One:

Signature (Authorized Signer)

• I (We) hereby represent that all persons necessary to authorize transactions in the bank account have signed below. • I (We) hereby authorize WI Services Company to initiate debit entries from above-referenced bank account via Automated Clearing. House (ACH) for purchases requested by the Plan Sponsor using the Plan Sponsor Connect website and to indemnify and hold harmless WI Services Company and its affiliated companies for any loss, liability, or expense incurred as a result of acting on such instructions. This authorization may be terminated by the Company at any time by written notification to WI Services Company, with reasonable time to process such termination. Your banking information will be available via Plan Sponsor Connect (PSC) approximately 10 business days after the date WI Services Company receives your request.

Bank Account Number Bank Account Registration (All names listed on the bank account)

ABA Routing Number (Nine digits) Bank Name

Select One:

Printed Name Title

TitlePrinted NameSignature (Authorized Signer)

Savings AccountChecking Account

PLAN SPONSOR CONNECT Banking Information Form

Date:Number of Pages Faxed: (Including this page)To: Ivy Funds (Fax) 1.800.532.2749

From:Contact Name Contact Phone Number

Update Existing Bank Account InformationNew Bank Account Information

WR01CS0047 (11/19) Version 1.3

FAX COVER1