This page contains the engagement documents prepared for you by Legacy Systems LLC. Please review and download each applicable document before electronically signing.

If you have questions or believe any information is incorrect, do not submit this form. Contact us at [[CLIENT SUPPORT EMAIL]].

## Your Engagement

Client: [[CLIENT LEGAL NAME]]

Engagement ID: [[ENGAGEMENT ID]]

Service: [[SERVICE NAME]]

Service Order: [[SERVICE ORDER NUMBER]]

Anticipated start date: [[START DATE]]

Fee: [[FEE]]

Billing schedule: [[ONE-TIME / MONTHLY / OTHER]]

Initial term: [[INITIAL TERM]]

Renewal: [[DOES NOT RENEW / RENEWAL TERMS]]

Cancellation method: [[CANCELLATION LINK OR EMAIL]]

The engagement will include only the services and deliverables identified in the applicable Service Order. The documents below contain the complete terms governing the engagement.

## Your Agreement Documents

Please open and retain a copy of each applicable document:

1. Legacy Systems Master Client Agreement v2.0

[[VIEW MASTER AGREEMENT]] | [[DOWNLOAD MASTER AGREEMENT]]

2. [[SERVICE NAME]] Service Order — [[SERVICE ORDER NUMBER]]

[[VIEW SERVICE ORDER]] | [[DOWNLOAD SERVICE ORDER]]

3. Financial Data Authorization — [[AUTHORIZATION NUMBER]]

[[VIEW DATA AUTHORIZATION]] | [[DOWNLOAD DATA AUTHORIZATION]]

‍ ‍Include only when financial-data access is part of this engagement.

Only the documents specifically identified above are presented for acceptance through this page. Unused service orders, internal procedures, blank forms, and documents for other engagements are not part of this agreement.

## Electronic Records and Signatures

By agreeing to conduct this transaction electronically:

* You consent to receive, review, sign, and retain the engagement documents electronically.

* You confirm that you can open, read, download, and retain PDF documents.

* You consent to receive engagement-related records and notices at the email address entered below.

* You may request a paper copy by contacting [[RECORDS EMAIL]]. [[NO FEE WILL BE CHARGED / APPLICABLE FEE DISCLOSURE]].

* You may withdraw your consent to receive future records electronically by contacting [[RECORDS EMAIL]]. Withdrawal will not invalidate records or signatures completed before withdrawal.

* You are responsible for keeping your email address current by notifying [[RECORDS EMAIL]].

* Electronic access requires an internet-connected device, a current web browser, an active email address, and software capable of displaying and saving PDF files.

Required consent

☐ I consent to conduct this transaction electronically and to use electronic records and electronic signatures. I confirm that I was able to access the agreement documents identified above.

## Agreement Acceptance

Please do not accept the agreement unless the engagement summary is accurate and you have had an opportunity to review and retain the documents.

Required acceptance

☐ I acknowledge that the documents identified above were made available for my review and download. I agree to be legally bound by the Legacy Systems Master Client Agreement v2.0 and [[SERVICE NAME]] Service Order [[SERVICE ORDER NUMBER]]. I intend this selection, my typed name, and my submission of this form to constitute my electronic signature.

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## Recurring Service and Payment Authorization

REMOVE THIS ENTIRE SECTION FOR ONE-TIME, NONRENEWING ENGAGEMENTS.

Your recurring service terms are:

Recurring charge: [[AMOUNT]]

Charge frequency: [[MONTHLY / OTHER]]

First scheduled charge: [[DATE]]

Subsequent charge date: [[DAY OR SCHEDULE]]

Initial service term: [[TERM]]

Automatic renewal: [[EXACT RENEWAL TERM]]

Price after initial term: [[PRICE OR METHOD OF CALCULATION]]

Payment method: Payment method securely maintained by the payment processor

Unless canceled, the engagement will renew according to the schedule above, and the payment method on file will be charged for each renewal period.

To stop future renewals and recurring charges:

[[CANCEL RECURRING SERVICE]]

Alternatively, use this ready-to-send cancellation email:

[[OPEN CANCELLATION EMAIL]]

Cancellation stops future renewals and recurring charges in accordance with the Master Client Agreement and Service Order. It does not automatically reverse charges already incurred or amounts owed for services already performed, except where required by law or the agreement.

Separate recurring-payment authorization

☐ I understand that this engagement renews automatically under the terms shown above. I expressly authorize Legacy Systems LLC and its payment processor to charge my payment method on file [[AMOUNT]] every [[PERIOD]], beginning [[DATE]], until I cancel. I understand the available cancellation methods and consent to the recurring charges.

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## Financial Data Authorization

REMOVE THIS ENTIRE SECTION WHEN FINANCIAL-DATA ACCESS IS NOT YET AUTHORIZED OR REQUIRED.

The following summarizes the requested authorization. The complete terms appear in Financial Data Authorization [[AUTHORIZATION NUMBER]].

Authorized institutions or sources: [[INSTITUTIONS OR SOURCES]]

Authorized accounts: [[ACCOUNT TYPES AND LAST FOUR DIGITS ONLY]]

Authorized data categories: [[DATA CATEGORIES]]

Access method: [[PLAID / CLIENT UPLOAD / OTHER]]

Permitted purpose: [[PURPOSE]]

Authorization begins: [[DATE]]

Authorization ends or review date: [[DATE OR TERMINATION EVENT]]

Revocation method: [[REVOCATION LINK OR EMAIL]]

This authorization does not permit Legacy Systems LLC to initiate transactions, move funds, change account settings, or access accounts beyond the scope identified in the Financial Data Authorization.

Separate financial-data authorization

☐ I authorize Legacy Systems LLC to access, receive, use, and process only the accounts, data categories, purposes, methods, and authorization period identified in Financial Data Authorization [[AUTHORIZATION NUMBER]]. I understand how to revoke this authorization.

## Electronic Signature

Full legal name

[[REQUIRED TEXT FIELD]]

Email address

[[REQUIRED EMAIL FIELD]]

Client or organization name

[[REQUIRED TEXT FIELD]]

Signer’s title, if signing for an organization

[[TEXT FIELD]]

Authority and capacity

☐ I confirm that I am legally capable of entering this agreement. If I am signing for an organization, I represent that I have authority to bind that organization.

Type your full legal name as your electronic signature

[[REQUIRED TEXT FIELD]]

## Submission and Activation

By selecting the required acknowledgments, typing your name, and clicking Electronically Sign and Submit, you are electronically signing the identified agreement documents.

Your submission constitutes your signature but does not, by itself, activate the engagement. The engagement becomes effective only after Legacy Systems LLC countersigns the applicable Service Order or sends you written activation confirmation.

Do not transmit financial records or connect financial accounts until you receive the applicable activation and data-submission instructions.

[[ELECTRONICALLY SIGN AND SUBMIT]]

## Need Assistance?

For questions about the agreement, accessibility assistance, or a paper copy, contact:

Legacy Systems LLC

[[BUSINESS EMAIL]]

[[BUSINESS PHONE, IF APPLICABLE]]

[[BUSINESS MAILING ADDRESS]]