721 UPREIT SPONSOR OR MANAGEMENT CHANGE CONTINUITY WORKSHEET

Use this worksheet with the current documents for the interest you actually own.

1. IDENTITY AND STATUS
- Legal issuer:
- Exact security or class:
- Entity that changed:
- Role of that entity:
- Announcement date:
- Approval date or condition:
- Legal closing date:
- Operational transition date:
- Source confirming each status:

2. CONTROLLING DOCUMENTS
- Operating partnership agreement and version:
- Advisory agreement and version:
- Relevant service agreement or notice:
- Approval or consent provision:
- Successor or assignment provision:
- Notice provision:
- Unresolved legal question and owner:

3. BEFORE-AND-AFTER CONTINUITY
- General partner/controller:
- Investment adviser:
- Property or asset manager:
- Transfer agent/portal:
- Fee payer, rate and base:
- Expense support or waiver:
- Valuation/reporting source:
- Distribution policy source:
- Pending liquidity request/contact:
- Tax records and responsible custodian:
- Tax-protection agreement/successor term:

4. FOLLOW-UP
- Evidence still missing:
- Professional responsible:
- Secure delivery method:
- Date requested:
- Date received:
- Next review date:

Do not include account numbers, Social Security numbers or confidential documents in an ordinary contact form.
Educational only. Current agreements, facts and applicable law control.