721 UPREIT PROS | OP-UNIT INCAPACITY CONTINUITY CHECKLIST

Owner and OP-unit account identifier:
Partnership and issuer legal names:
Checklist date and record owner:
Next known response date:

1. LEGAL AUTHORITY
Current power of attorney, trust or court order located:
Effective date and triggering condition reviewed by counsel:
Agent, trustee, guardian or conservator contact verified:
Scope questions sent to qualified counsel:

2. ISSUER RECOGNITION
Issuer or transfer-agent continuity process requested:
Required certification, identity and signature records listed:
Secure delivery method confirmed through a known contact:
Status: accepted, rejected, incomplete or under review:
Actions the issuer currently permits:

3. ACCOUNT AND COMMUNICATION
Owner and authorized-contact address, phone and email current:
Portal recovery or authorized access status:
Trusted contact listed, if available:
Remember: a trusted contact is not transaction authority.

4. CASH AND BANK INSTRUCTIONS
Current distribution destination verified without emailing account data:
Outstanding distribution or rejected-payment issue:
Issuer process for a bank-instruction change:
Independent verification and fraud-control steps complete:

5. TAX AND RECORD DELIVERY
Schedule K-1 delivery channel and tax-year contact:
Prior K-1 packages and basis records stored securely:
CPA or tax preparer authorized to receive needed records:
IRS representative authorization considered separately, if needed:

6. NOTICES AND DEADLINES
Notice title and full copy preserved:
Sender verified through a known channel:
Sent date, received date and response date:
Person responsible for response:
Issuer receipt or rejection recorded:

7. LATER SUCCESSION
Estate and successor records stored separately for later use:
Do not treat incapacity as death, a transfer or a liquidity event.

This worksheet organizes records. It does not determine incapacity, power-of-attorney validity, fiduciary authority, issuer recognition, account access, transfer rights, redemption, tax reporting or any legal or tax result.