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Beneficiary for Payable on Death (P.O.D.) 01/2018 The Credit Union reserves the right to refuse the form if verbiage has been altered. Federally insured by NCUA American Airlines Federal Credit Union Member Application l Account Modification P.O.D. ACCOUNT AGREEMENT: I/We agree with the Credit Union that the person(s) named below is/are designated (a) P.O.D. payee(s). Upon my death (the death of the last survivor of us), all such funds shall be owned and payments shall be made at the request of any surviving P.O.D. payee(s). Additional P.O.D. payee(s) can be designated and attached to the document. By not designating a specific account for the names listed below, the names will be used for all your Credit Union accounts except for IRAs and Trust Accounts. If the total percentage does not equal 100%, the percentage will be adjusted pro-rata to 100%. If no percentage is selected and more than one P.O.D. payee is indicated, beneficiaries will share equally. This form is incorporated as a part of your Account Agreement with American Airlines Federal Credit Union. Your P.O.D. may not be an owner of the account. Share ID: P.O.D. Payee's Full Name: Date of Birth: / / SS #/ITIN: Physical Street Address: (No P.O. Boxes) City: State: ZIP: Country: Relationship to Primary Owner: Percentage: Add Modify Remove Primary Share Additional Share Checking All PRIMARY Owner Signature: Date: JOINT Owner For joint account(s), ensure joint information is completed. PRIMARY AND JOINT OWNERS MUST SIGN. MISSING INFORMATION MAY DELAY PROCESSING. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding. TIN Certification and Backup Withholding Information Under penalties of perjury, I certify that: (1) The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and (2) I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and (3) I am a U.S. citizen or other U.S. person (as defined in IRS form W-9 instructions); and (4) I am exempt from FATCA reporting. Certification instructions: You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. If you are not a U.S. person, cross out item 3 and contact the Credit Union for instructions (a W-8 BEN form will need to be completed). Signature: Date: Signature By our signatures below as account owner and joint account owner (if applicable), we agree that all funds deposited into the account opened, including any earnings thereon, shall be owned by us jointly with right of survivorship. On the death of one party to the joint account, all sums in the account on the date of the death vest in and belong to the surviving party or parties as his or her separate property and estate. By my signature below, I acknowledge receipt of your Membership and Account Agreement booklet and have read all appropriate Disclosure Statements and Agreements. I agree to be bound by the terms and conditions set forth in your Account Agreement: I agree to conform to the Credit Union's Rules, Regulations, Bylaws and Policies now in effect and as amended or adopted hereafter; and I agree to pay any charges or fees which may be required or assessed under such Rules, Regulations, Bylaws and Policies. By applying for membership in American Airlines Federal Credit Union, I authorize the Credit Union to obtain and use credit reports and verify my employment history in connection with this account application and for the purpose of considering me for additional financial products and services both now and in the future. I also agree to subscribe for at least one share. Share ID: P.O.D. Payee's Full Name: Date of Birth: / / SS #/ITIN: Physical Street Address: (No P.O. Boxes) City: State: ZIP: Country: Relationship to Primary Owner: Percentage: Add Modify Remove Primary Share Additional Share Checking All Individual Non-Individual Individual Non-Individual Attach additional sheet if adding more than two P.O.D. beneficiaries.