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SECTION 2 - TRANSFERS BETWEEN PLAN INVESTMENT OPTIONS <br />2.1 TRANSFERS. Subject to the terms of the Plan, Participants may direct Transfers <br />between Plan investment vehicles, including any investment vehicle described in an <br />Investment Addendum under this Agreement. We will apply any limitations described in <br />the Base Agreement or in the applicable Investment Addendum under this Agreement to <br />these Transfers. Participants must independently choose to make Transfers between Plan <br />investment options, free from corporate or trustee suggestion or persuasion. <br />2.2 ALLOCATION DATE FOR TRANSFERS. We will allocate Transfers between <br />investment vehicles as of the valuation date coinciding with or next following the later of <br />(A) the date We receive instructions from You or a Participant regarding <br />the Transfer, or <br />(B) the effective date of the Transfer. <br />The applicable Investment Addendum specifies the valuation date. You and We will <br />mutually agree on a method for submitting Transfer instructions. <br />GA -2020 -IA -0805 <br />25D-44 <br />....r �:elarenoe <br />City of Santa Ana - Investment Agreement (specimen).doc <br />