FUNDING INSTRUCTIONS

CALIFORNIA PSNT BENEFICIARIES

VIA WIRE

Bank: First National Bank
Address: 4140 East State Street, Hermitage, PA 16148 ABA/routing # 043318092
FBO: California Charities Pooled Trust
Account number: 95799788
For further credit to: [Trust Beneficiary Legal Name]

VIA CHECK

Make checks payable to: CA CPT FBO [Trust Beneficiary Legal Name] Send check to: CPT Institute
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.

Important Note: Funds take 3-10 days to clear the account. All appropriate parties involved in the case will be notified once the funds are available for use.