BankSwitcher beta for Mint.

com users

Congratulations on opening your new checking account. We hope our service will make the process of
switching as easy and stress-free as possible. Follow the steps in this SwitchKit. Make note of when each task
was completed on our website and also indicate when you confirm that each item was switched to your new
checking account. When you're finished, use the attached Close Account Form to close your old checking
account.

Step 1: Record Old and New Bank Routing Numbers and Checking Account Numbers

In order to switch Direct Deposits and Automatic Payments, you'll need to inform each biller or depositor
of your new Bank Routing Number and Checking Account Number. Write this information down here for
convenient reference:

Old Routing Number: ____________________

Old Checking Account Number: ________________________________________

New Routing Number: ____________________

New Checking Account Number: ________________________________________

Step 2: Switch Your Direct Deposits

Direct Deposit Switching Instructions

Payroll Direct Deposit Complete the attached Direct Deposit Form and deliver
it to your company's personnel department.

SwitchList Form © 2010 Facilitas, Inc. Revised 7-20-10.

BankSwitcher beta for Mint.com users

Step 3: Confirm your Direct Deposits have switched

After you've informed depositors of your new routing and checking account numbers, make sure your funds
are being deposited into your new checking account.

Step 4: Switch Your Automatic Payments

Automatic Payments Switching Instructions

1. Upromise Complete the attached form and mail it to:
Upromise College Fund
PO BOX 55578
Boston, MA 02205-5578
-- OR --
Go to https://lty.s.upromise.com/secure/8300.do and
log in. You can update your billing information by
going to the area where you can change your account
information.
2. American Express Call customer service at 1-800-528-4800 and explain
1-800-528-4800 that you have changed bank accounts and need to
update your billing information. They will be able to
change your billing information over the phone.
-- OR --
Go to www.americanexpress.com and log in. You can
update your billing information by going to the area
where you can change your account information.
3. Citicards Call customer service at 1-800-950-5114 and explain
1-800-950-5114 that you have changed bank accounts and need to
update your billing information. The customer service
representative will mail you a form that you will need to
complete and return.
4. Ameriprise Financial Complete the attached form and mail or fax it to:
Ameriprise Bank, FSB
834 Ameriprise Financial Center
Minneapolis, MN 55474
Fax:304 843 5527
5. Empyrean Insurance Call customer service at 1.800.934.1430 and explain
Services that you have changed bank accounts and need to
1.800.934.1430 update your billing information. The customer service
representative will mail you a form that you will need to
complete and return.

SwitchList Form © 2010 Facilitas, Inc. Revised 7-20-10.

BankSwitcher beta for Mint.com users

Step 5: Switch Your Debit Card Account Number

Biller With Debit Card Switching Instructions

Information
1. godaddy.com Call customer service at (480) 505-8855 and explain
(480) 505-8855 that you have changed bank accounts and need to
update your billing information. They will be able to
change your billing information over the phone.
-- OR --
Go to http://www.godaddy.com and log in. You can
update your billing information by going to the area
where you can change your account information.

Step 6: Close your old checking account account

Fill out the attached Close Bank Account form at the end of this document and mail or hand-deliver it to your
old bank.

SwitchList Form © 2010 Facilitas, Inc. Revised 7-20-10.

 4Switch Direct Deposit

To whom it may concern:

I/we have changed bank accounts. Please update your records with the following information. If this form is not
sufficient to complete this request or if you have any questions, please contact me at the phone number below.
Full Name(s) on Account

Address

City, State, Zip

Daytime Telephone ( )

Depositor Name

Address 1

Address 2

City, State, Zip

Employee ID or Account #

These instructions should take effect: Immediately Beginning

Please deposit to:

(attach a voided check}

Bank Name

Bank Routing # (9 digits)

Bank Account #

I authorize the Employer/Depositor indicated above to change payments instructions as indicated. These
instructions shall remain in effect until I provide new written notice.

Signature Date

Signature of joint Date

account holder

Switch Direct Deposit Form © 2007 BankSwitcher.com Revised 1-15-07

 Upromise College Fund
Automatic Investment Plan (AIP)/Electronic Funds Transfer (EFT) Form
Fill out this form to establish an AIP or EFT or to change an existing AIP on your Upromise College Fund account. If you have
questions, call a Upromise College Fund representative at 1-800-587-7305 or visit upromisecollegefund.com. Please return the
completed form to Upromise College Fund, P.O. Box 55578, Boston, MA 02205-5578.

1. Account Information
_______________________________________________________ ___ ___ ___-- ___ ___ -- ___ ___ ___ ___
Name of Account Owner (First, Middle Initial, Last) Account Owner SSN or Taxpayer ID Number

(________)_____________________________________________ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___
Daytime Phone Number Upromise College Fund Account Number (11 digits)

Choose one: Establish an Automatic Investment Plan (AIP) or

______________________________________________________
Name of Beneficiary (First, Middle Initial, Last) One-Time Electronic Funds Transfer (EFT)
Change an existing Automatic Investment Plan (AIP)

2. Banking Information
Enclose a voided bank check or a bank account deposit slip with this form:
J. A.S ample DATE_ ___ ___ ___ ___ _
1 23 Street

LE
An yt o wn , US A123 45

P
P AY TOTHE

VOID
M E
ORDER OF ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ __ _ ___ ___ ___ ___ ___ ___ $

SA LOS
_ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ _ ___ ___ ___ ___ ___ ___ ___ ___ __ DOLLARS

C
M emo ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ _

1 234 567 89 123 456 789

EN _ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___ __

0 000

3. AIP/EFT Instructions
Complete this section in order to establish AIP or EFT or to change instructions on an existing AIP. Allow up to two weeks for your funds to be transferred.

Step 1. Type of account: Checking Savings

Step 2. Type of electronic transfer:

One-Time Electronic Funds Transfer (EFT) for a contribution of $___________________ ($50 minimum)

Automatic Investment Plan (AIP) for monthly or quarterly contributions

A. Frequency of investments: Monthly ($50 minimum) Quarterly ($150 minimum)

B. Amount to be invested each period: $______________

C. Begin date of investments (mm/dd/yy): __ __ / __ __ /__ __ __ __ Must be at least two weeks from the date of submission.
If no date is indicated, investments will be made on the 20th of the month. Quarterly investments
will be made on the day indicated every three months, not on a calendar quarter.

4. Signature
I certify that I have received and read a copy of the Upromise College Fund Program Description. I agree to be bound to the terms and conditions set forth
in the Program Description, as it may be amended from time to time. The instructions made herein, and any future changes to those instructions, will be
effective only when accepted by Upromise in accordance with the terms of the service. When accepted by Upromise, the instructions in this form will
replace any earlier instructions I have made. I understand that telephone calls to Upromise may be recorded and I consent to such recordings.
By signing this “AIP/EFT Form,” I hereby authorize Upromise to debit the account indicated in the dollar amount and frequency indicated and to contribute
such funds to the Upromise College Fund account designated. I authorize the financial institution holding the account to be debited to accept Automated
Clearing House debits to my account without responsibility for the correctness thereof. I further agree that Upromise will not be liable for any loss, liability,
cost or expense for acting upon my written instructions, except to the extent required by applicable law. I understand that this authorization will remain in
full force and effect until Upromise has received notification from me of its termination. I understand that either I or Upromise may terminate this
authorization at any time. Any termination will become effective as soon as Upromise has had a reasonable amount of time to act upon it. I understand that
if I notify Upromise verbally, Upromise may require that I also send written notification.

_____________________________________________ ______________________________
SIGNATURE OF ACCOUNT OWNER DATE

The Upromise College Fund is administered by the Board of Trustees of the College Savings Plans of Nevada, which is chaired by Nevada State Treasurer Brian K. Krolicki.
Program management services are provided by Upromise Investments, Inc. Member, NASD, Securities Investor Protection Corporation (SIPC).

Upromise College Fund AIP/EFT Form

UCF-AIP/EFT-0902
0 0 - 4 4 4 2 1 - 0 0 1
AUTHORIZATION AGREEMENT
FOR PREAUTHORIZED PAYMENTS

To initiate Electronic Transfer(s) please confirm the following information with your signature below.
Section A: Account You Would Like To Transfer Funds From (Account that provides the funds)
Financial Institution Name: _________________________________________________________________________________
Account Type: o Checking o Savings
Account Number: ___________________________________ Transit/ABA Number: ____________________________________

Section B: Account You Would Like To Transfer Funds To (Account that receives the funds)
Financial Institution Name: _________________________________________________________________________________
Account Type: o Checking oSavings o Installment Loan o Line of Credit o ODP Account
Account Number: __________ _________________________ Transit/ABA Number:____________________________________

Section C: Transfer Information

Initial Transfer Date*: __________________________ o One Time Transfer o Recurring Transfer
Month/Day/Year
Transfer Amount: $ ________________________________ Recurring Monthly Transfer Date: __________________________
if applicable)
o I do not wish to initiate a transfer at this time. Please retain ACH information for future use.
* Please allow up to two business days for submitted request to be processed. For accounts open 30 days or less,
funds transferred from another Financial Institution are subject to a five business day hold. For accounts open more
than 30 days, funds transferred from another Financial Institution are subject to a two business day hold.

Section D: Voided Check or Deposit Slip

TO COMPLETE REQUEST PLEASE ATTACH ONE OF THE FOLLOWING:
A voided check from the checking account
or
deposit slip from the savings account.

Section E: Signatures
Printed Name: _____________________________________ Social Security Number: _________________________________
Signature: ________________________________________ Date: __________________________________________________
By signing above: I (we) hereby authorize Ameriprise Bank, FSB (hereinafter called COMPANY) to initiate credit entries
to my (our) Checking Account/Savings Account with the COMPANY by debiting the account indicated on the attached
voided check at the depository financial institution identified in the voided check, hereinafter called DEPOSITORY. I (we)
acknowledge that the origination of ACH transactions to my (our) account must comply with the provisions of U.S. law.
This authorization is to remain in full force and effect until COMPANY has received written notification from me (or either
one of us) of its termination in such time and in such manner as to afford COMPANY and DEPOSITORY reasonable
opportunity to act on it.
Submit request via fax or mail to the following:
Fax: (304) 843-5527
Mail: Ameriprise Bank, FSB, 834 Ameriprise Financial Center, Minneapolis, MN 55474
Ameriprise Bank, FSB, Member FDIC, is an Equal Housing Lender.
Ameriprise Financial Services, Inc. and Ameriprise Bank, FSB are subsidiaries of Ameriprise Financial, Inc.
404062 A (8/06)
 4
4Close Deposit Account

To whom it may concern:

I/we have changed banks and request that you close my/our deposit account(s). Please send a
check for the balance in my account to the address you have on record. If you have any questions, please
contact me at the number listed below.

Please close my: Checking Savings Money Market Other

(check all that apply)

Full Name(s) on Account

Address

City, State, Zip

Daytime Telephone ( )

Bank Name

Bank Contact Name (if applicable)

Address 1

Address 2

City, State, Zip

Checking Account #

Savings Account #

Money Market Account #

Other Account #

Signature Date

Signature of joint Date

account holder

Close Deposit Account Form © 2007 BankSwitcher.com Revised 1-15-07