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Regular Account Application Please do not use this form for IRA accounts Mail to: Tortoise Funds/o U.S. Ban corp Fund Services, LL CPO Box 701Milwaukee, WI 532010701Overnight Express Mail To: Tortoise

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1. Start by gathering all the necessary documents and information that you will need to fill out the form.
2. Read through the form carefully to understand what type of information is required in each section.
3. Begin by entering your personal details such as your name, address, and contact information.
4. If the form requires any specific identification numbers, make sure to provide them accurately.
5. Fill out any sections that require your employment or educational information, including dates and details.
6. For any financial information, be prepared to provide your income, expenses, and assets.
7. If there are any additional sections or attachments required, make sure to include those as well.
8. Review your form once it is completed to ensure that all the information provided is accurate and complete.
9. Submit the form through the designated method, whether it is online, by mail, or in person.
10. Keep a copy of the completed form for your records.

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7. Individuals or businesses that you interact with may request information for various purposes such as contracts, agreements, or background checks.
8. Overall, anyone who has a legitimate reason to collect information related to your personal, financial, or professional life may need information from you.

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