Hand CEBT Account Application

Registration / Plan Name

Plan’s EIN Address

Network Level 0 or 3 Account Number (Provided By HB&TCo) BIN Number

Broker Dealer Name

Rep Name & Rep Number

Branch Number

Branch Address & Phone Number

TPA Name

TPA Address & Phone Number NSCC Settling Member Name (Trading Platform) NSCC Settling &/or TPA Member Number

NSCC Alpha Code See attached listing Fund(s)

Primary Contact Telephone Fax Email

Secondary Contact Telephone Fax Email

Please complete and e-mail the Account Application to:

Daily Operations Contact: [email protected] (713)744-3839 or (713)939-4059

NSCC #4866 Alpha Code 9Q

The executed Participation Agreement has been forwarded to Hand Benefits &Trust Company: _____ Yes _____No (By fax to 713-830-1948 or emailed to [email protected]) Version 9-1-2009 Page 1 HB&T AITC Funds Listing

First Trust Target VIQ R1 – SMART Funds® 2010 R-INST – 41023R230 / 41023R669 / FTA01 TDA10 First Trust Target VIQ R2 – SMART Funds ® 2010 R1 – 41023R735 / 41023R651 / FTB01 SCC01 First Trust Target VIQ R3 – SMART Funds ® 2010 R2 – 41023R727 / 41023R644 / FTC01 LCF01 SMART Funds® 2050 R-INST – SMART Funds ® 2010 R3 – 41023R719 / 41023R271 / TDA50 SCB01 SMART Funds® 2050 R1 – 41023R792 / HB&T Mid Cap Blend Index Fund R1 – SAC01 41023R800 / MIC01 SMART Funds® 2050 R2 – 41023R784 / HB&T Mid Cap Blend Index Fund R2 – LAF01 41023R883 / MIA01 SMART Funds® 2050 R3 – 41023R776 / HB&T Mid Cap Blend Index Fund R3 – SAB01 41023R875 / MIB01 SMART Funds® 2040 R-INST – HB&T Large Cap Blend Index Fund R1 – 41023R263 / TDA40 41023R867 / LRC01 SMART Funds® 2040 R1 – 41023R396 / HB&T Large Cap Blend Index Fund R2 – STA01 41023R859 / LRA01 SMART Funds® 2040 R2 – 41023R388 / HB&T Large Cap Blend Index Fund R3 – STB01 41023R842 / LRB01 SMART Funds ® 2040 R3 – 41023R370 / HB&T Large Cap 500 Index Fund R1 – STC01 41023R693 / EIF01 SMART Funds® 2030 R-INST – HB&T Large Cap 500 Index Fund R2 – 41023R255 / TDA30 41023R685 / LFA01 SMART Funds ® 2030 R1 – 41023R768 / HB&T Large Cap 500 Index Fund R3 – SMC01 41023R677 / LFB01 SMART Funds® 2030 R2 – 41023R750 / HB&T Foreign Blend Index Fund R1 – LMF01 41023R834 / SEC01 SMART Funds® 2030 R3 – 41023R743 / HB&T Foreign Blend Index Fund R2 – SMB01 41023R826 / INF01 SMART Funds® 2020 R-INST – HB&T Foreign Blend Index Fund R3 – 41023R248 / TDA20 41023R818 / SEB01 SMART Funds ® 2020 R1 – 41023R438 / HB&T Small Cap Blend Index Fund R1 – SRA01 41023R503 / SLC01 SMART Funds ® 2020 R2 – 41023R420 / HB&T Small Cap Blend Index Fund R2 – SRB02 41023R602 / SLA01 SMART Funds ® 2020 R3 – 41023R412 / HB&T Small Cap Blend Index Fund R3 – SRC03 41023R701 / SLB01 HBT Short Term Income Fund – 41023R578 Strategic Equity Blend Portfolio R1 – / STI01 41023R560 / EA01 HBT Equity Growth Fund – 41023R594 / Strategic Equity Blend Portfolio R2 – GWF01 41023R552 / EBB01 HBT Balanced Fund – 41023R610 / BFA01 Strategic Equity Blend Portfolio R3 – 41023R545 / EBC01 HBT Equity Value Fund – 41023R628 / WESPAC Aggressive Growth Portfolio R1 – EQA01 41023Q109 / WA101 Tanglewood All Equity Fund R1 – WESPAC Aggressive Growth Portfolio R2 – 41023R164 / TQ101 41023Q208 / WA201 Tanglewood All Equity Fund R2 – WESPAC Growth Portfolio R1 – 41023Q307 / 41023R156 / TQ201 WG101 Tanglewood Growth Fund R1 – 41023R149 / WESPAC Growth Portfolio R2 – 41023Q406 / TG101 WG201 Version 9-1-2009 Page 2 Tanglewood Growth Fund R2 -41023R131 / WESPAC Balanced Portfolio R1 – 41023Q505 TG201 / WB101 Tanglewood Moderate Fund R1 – WESPAC Balanced Portfolio R2 – 41023Q604 41023R123 / TM101 / WB201 Tanglewood Moderate Fund R2 – WESPAC Moderate Portfolio R1 – 41023R115 / TM201 41023Q703 / WM101 Tanglewood Conservative Fund R1 – WESPAC Moderate Portfolio R2 – 410235105 / TC101 41023Q802 / WM201 Tanglewood Conservative Fund R2 – WESPAC Conservative Portfolio R1 – 410235204 / TC201 41023Q885 / WC101 Advice Portfolio – High Growth Fund R3 – WESPAC Conservative Portfolio R2 – 41023R222 / PH301 41023Q877 / WC201 Advice Portfolio – Growth Fund R3 – HB&T MetLife Stable Value Fund R1 – 41023R214 / PG301 41023Q794 / SV101 Advice Portfolio – Moderate Growth Fund R3 HB&T MetLife Stable Value Fund R2 – – 41023R198 / PMG31 41023q786 / SV201 Advice Portfolio – Moderate Fund R3 – Davis New York Venture Institutional Trust 41023R180 / TM301 Fund R1 – 410235303 / DN101 Advice Portfolio – Moderate Conservative First Trust Target Date Fund 2040 R2 – Fund R3 – 41023R172 / PMC31 41023Q661 / FT402 First Trust Target Date Fund 2010 R1 – First Trust Target Date Fund 2010 R3 – 41023Q778 / FT101 41023Q752 / FT103 First Trust Target Date Fund 2020 R1 – First Trust Target Date Fund 2020 R3 – 41023Q745 / FT201 41023Q729 / FT203 First Trust Target Date Fund 2030 R1 – First Trust Target Date Fund 2030 R3 – 41023Q711 / FT301 41023Q687 / FT303 First Trust Target Date Fund 2040 R1 – First Trust Target Date Fund 2040 R3 – 41023Q679 / FT401 41023Q653 / FT403 First Trust Target Date Fund 2010 R2 – MIZAN All Equity Moderate Allocation Fund 41023Q760 / FT102 R1 – 41023Q836 – MZM10 First Trust Target Date Fund 2020 R2 – MIZAN All Equity Moderate Allocation Fund 41023Q737 / FT202 R2 – 41023Q828 – MZM20 First Trust Target Date Fund 2030 R2 – MIZAN All Equity Moderate Allocation Fund 41023Q695 / FT302 R3 – 41023Q810 – MZM30

Version 9-1-2009 Page 3