FUNDING INSTRUCTIONS

ALL OTHER BENEFICIARIES

VIA WIRE

Bank: Citibank NA
Address: 111 Wall Street, New York, NY 10005
ABA/Routing Number: 021000089
FBO: Charles Schwab & Co., Inc.
Account Number: 4055-3953
For further credit to: CPT Institute as TTEE FBO [Trust Beneficiary Legal Name]

VIA CHECK

Make checks payable to:

Payee: CPT Institute as TTEE FBO [Insert Client Name Here]
Send to: CPT Institute
Address:
310 S. Twin Oaks Valley Road #107-315
San Marcos, CA 92078-4387

Via Automated Clearing House (ACH) Direct Deposit:

Available upon request.
Please contact your assigned Trust Officer for further instructions.