Regions Bank / INGALG Fidelity Puritan Fund / VTENX Vanguard Target Retirement Income Fund / VTWNX Vanguard Target Retirement 2015 Fund / Allianz / VTTHX Vanguard Target Retirement 2030 Fund / VFORX Vanguard Target Retirement 2035 Fund / VTXVX Vanguard Target Retirement 2010 Fund / Vanguard Target Retirement 2050 Fund / VTIVX Vanguard Target Retirement 2040 Fund / Morgan Stanley / Participant Acknowledgements Advised Assets Group LLC / VTTVX Vanguard Target Retirement 2020 Fund / Advised Assets Group LLC / US Bank / VFIFX Vanguard Target Retirement 2045 Fund / ORCHARD TRUST COMPANY LLC / VTHRX Vanguard Target Retirement 2025 Fund / FD-PUR Calvert Income Fund / /
Event
Product Recall / Product Issues / / /
MarketIndex
S&P 500 / OTC Vanguard Total Bond Market / /
Organization
office of Foreign Assets Control / Managed Accounts Service / FD-CNT Fidelity Magellan Fund / FD-RGV Fidelity International Discovery Fund / Department of the Treasury / / /
Position
Plan Administrator / forward to Service / notification forward / Bi-Weekly Allotment/Campus Code Transfer/Direct Rollover Information Current Plan Administrator / /
Incoming Transfer/Direct Rollover Governmental 457(b) Plan Do not complete the Investment Option Information portion of this form if you elected to have your account professionally managed by Advised Assets Group, LLC ("