First Allegiance Independent Subcontractor Guidelines

and Agreement
 Occupancy check: Within 24 hours of receipt of work order
 Personals: Within 24 hours of receipt of work order (Must be reported immediately)
 Rekey: Within 24 hours of receipt of work order
 Winterization (including checklist): Within 24 hours of receipt of work order
 Board Up: Within 24 hours of receipt of work order
 Snow Removal: Within 24 hours of receipt of work order or within 24 hours of end of snow fall
 Debris Removal: Within 48 hours of receipt of work order
 Lawn care: Within 48 hours of receipt of work order

*All invoices and required documentation (date stamped photos, winterization checklist, etc) must be submitted within 24 hours of
work completion. *

Photos:- Date stamped before AND after photos must be provided to support all services reported as completed, and invoiced.
Invoices will not be processed for payment without photos. Photo documentation (before and after) must be provided for every
service performed. See individual service descriptions below for specified photos. Before and after photos should be taken at the
same angle so that any area shown in the before photos can also be seen in the after photos. Photos should be taken with ample
lighting to prevent dark photos. No later than 24 hours after completion of services the Contractor shall upload the photos for each
service, onto the First Allegiance website. First Allegiance does not pay for photos.

Updates:- You will be required to provide us with updates on the status of each service on a work order (before, during and after
completion). Updates must be submitted on the First Allegiance website as completed. For Emergency services, occupancy checks,
rekeys and personals, you may call in your update and submit them online when access to a computer is available.

Work Orders:- You will receive a work order for every job with a unique job number. This job number must be used on all
communications including bids, invoices, photos and updates.

Secure:- Prior to leaving premises ensure that all windows and doors are locked.

Safety Issues:- Report all safety issues immediately. Place wire caps on all exposed wires.

First Allegiance Representative:- Every work order will have the First Allegiance representative that is handling that specific job.
Please direct all communications regarding the work order to this representative. If calling our office, please ask for the specific
representative by name.

Utilities:- Utilities may be off. You must have a generator to perform services requiring power.

Supplies and Labor:- Contractor will provide all supplies, equipment, and labor, necessary to perform work in a professional
manner within the required time frame, including but not limited to, the following:

 Computer with Windows XP or later operating system

 Internet Access and E-mail Capability
 Smart Phone, Tablet or Digital Camera
 Contractor will ensure that their trained staff will inspect, protect, and preserve the property, by providing clear and
concise reports with recommendations to remedy problems.

Proper Attire and Conduct:- All contractors must be appropriately dressed and conduct themselves in a professional manner
during field service work. Below are basic guidelines:

 Clean, field professional attire and neat appearance is required at all times.
 Professionally groomed - Field reps should be professionally groomed.
 Collared shirts or T-Shirts with company logos should be worn by all field reps during all field dispatches.
 No cutoff jeans, muscle shirts, cut off shirts or shirtlessness.
 Unusual piercings such as the following should not be worn during the field dispatch:
o Large ear gauges
o Nose piercings
o Face piercing and rods
 o Lip piercings and rods
 Tattoos that portray “hatred or inappropriate content” shall not be visible during field dispatches.

No smoking in or around premises All vehicles arriving onsite must be clearly marked with the contractors name with visible phone
number (this can be achieved with side door magnet stickers or posted signs).

Bids:- All bids must include labor, materials, tools, equipment, machinery, appliances, taxes, license fees, permit fees and
inspection fees needed to complete the job. Additional charges may NOT be added on to an approved bid amount, after the fact.

W-9:- The contractor will complete a W-9 form on the First Allegiance website in the Contractor Registration section.

Licensing:- The contractor represents and warrants to First Allegiance, that Contractor is experienced and knowledgeable in the
applicable field of service, and has the required local and state licenses for its specific service. All work must be performed in
accordance with all applicable laws, including, but not limited to: state, county and municipal laws, codes and regulations, including
all applicable building codes and orders of any public authority, or HOA bearing on the performance of the work. For information
on licensing requirements in your state, please visit http://www.contractors-license.org/

Insurance:- Contractor must maintain in effect, at all times, the following minimum types of insurance and provide a Certificate of
Insurance listing First Allegiance as an "Additional Insured":

 General Liability: $1,000,000/ Each Occurrence, $2,000,000/ General Aggregate, $2,000,000/ General Products
Aggregate
 Automobile Liability Insurance: Bodily Injury and Property Damage: $1,000,000.00 (Proof of insurance is required to be
carried in all Contractor vehicles.)
 Applicable state Workers Compensation insurance, including Employers Liability of $1,000,000 each accident,
$1,000,000 disease – each employee, and $1,000,000 disease – each policy period.
 Errors and Ommissions Insurance: $1,000,000.00
 Contractor must sign and submit a Hold Harmless Agreement. The Contractor must, and hereby does, waive all rights of
subrogation against First Allegiance.

Photo ID:- Proper photo identification is required at all times, for anyone on the Contractor’s staff who will operate their company
automobile to the property assigned by First Allegiance, and on any persons performing work on these properties.

Fee structure:- Our contractor allowable fee structure is available on our website in the Information section. All invoiced amounts
must be in accordance with this fee structure or approved bids. First Allegiance allowable pricing includes all applicable taxes. Tax
cannot be charged in addition to the allowable pricing. When given approval to complete a service for an amount outside of our fee
structure, please be sure to indicate the name of the person that approved the charge on your invoice. Invoices charging for services
outside of our fee structure, and without an approved bid, will be adjusted unless approval is given by an First Allegiance employee.

Invoices:- Contractor will submit (1) invoice per job # within 24 hours of the completion of the work. Contractor will
submit/upload invoices to First Allegiance via our website (http://firstallegiance.com). Invoices should include:

 Contractor/Business Name, Address, Telephone Number

 Invoice Number and Date
 First Allegiance Job Number
 Description, quantity and price of each service completed. Price is to be listed per service item.

Payment terms:- Payment is issued 30 - 45 days after completion of work and receipt of an invoice and all required documentation
(i.e. Date stamped photos, winterization checklist, etc). Failure to submit the required documentation and/or photos may result in the
issuance of a 3rd party inspection order to verify the completion of work. The inspection fee will be deducted from your invoice
along with the cost of any services found to be incomplete. In the event that you are paid for a service which is later found to be
done incorrectly by the agent or 3 rd party inspector, you may be given an opportunity to return to the property to complete quality
control of that service; otherwise, a chargeback will be entered into the system, deducting the cost of completion from your next
payment.

For Invoice/payment inquiries please email: contractorpayment@firstallegiance.com

Service Specifications:
Verify Occupancy:- Verify occupancy within 24 hours of work order. We do not know whether or not the property is vacant or
occupied unless otherwise noted. If a property appears, or is confirmed to be occupied, attempt to identify the occupant. Obtain as
much information as possible about the property/people occupying the premises. (names, descriptions etc). Provide update on the
First Allegiance website immediately, along with an address verification photo. (Photo showing property address)

Personals:- When providing updates, we MUST be updated on any personal property on the premises. If personals exist, we MUST
be updated that they exist, and a list and description of personals must be submitted on the First Allegiance website, along with
supporting photos. If personal property is not present, it must be reported as such.

*Note that you are not to determine personals based on any minimum value.*

Pools:- When providing updates, the pool section must be updated for every property. You must update us as to whether or not there
is a pool present on the property. Additionally, we must be advised of the type of pool, if it is secured, and the condition of the pool
and water. Automatically secure pools with locks on all gates. Bids must be provided for any additional pool securing and/or
services that are necessary.

Above Ground Pool

 automatically secure with locks on all gates.

 Check fence lines for fallen or damaged fence panels. IMMEDIATELY notify us of partial or absent fences.
 Provide date stamped photos to confirm the pool, water, and fence conditions. Our client will make a determination
regarding the removal of an above ground pool, based on the photos provided.
 Provide bids for the following items:
1. Drain/Clean/Refill: Includes draining into a storm drain to prevent damage to neighboring properties. Bid
should include a breakdown for the cost of each individual service (Amount to just drain, amount to just drain
and clean, and amount to do all)
2. Removal and disposal: Includes all equipment and electrical lines.
3. Removal of wood decks (if applicable): Includes complete removal of support columns. (Cutting at ground
level is not sufficient)
4. Fence Repair/Installation (if applicable): Only provide a bid to install if a fence is not present.

In Ground Pool

 automatically secure with locks on all gates.

 Check fence lines for fallen or damaged fence panels. IMMEDIATELY notify us if partial or no fence is present.
 Provide date stamped photos to confirm the pool, water, and fence conditions.
 Provide bids for the following items:
1. Installation of pool cover (cage): Includes 2 x 6’s with wire fence mesh (no chicken wire). Pool cover must
support 75 lbs anywhere on the cover.
2. Drain/Clean/Refill: Includes draining the pool below the lowest plumbing line or pool return jets. Pools can
pop out of the ground if completely drained due to hydrostatic pressure. If pools are drained to remove
stagnant water or debris, the pool must be refilled to prevent damage. Bid should include a breakdown for the
cost of each individual service (Amount to just drain, amount to just drain and clean, and amount to do all)
3. Shock (If applicable)
4. Fence Repair/Installation (if applicable): Only provide a bid to install if a fence is not present.

Lock Change/Lockbox:- Every work order with a re-key instruction will have a specific key code and two lock box combination
options. Pay close attention to the work order instructions, and be sure to utilize the correct key code and lock box combo specified
for each job. You cannot substitute key or lockbox codes.

 Read work order carefully for instructions on which doors should be re-keyed. Some of our programs require that only
the front door be rekeyed (all locks on the front door), and some of require that all doors are re-keyed.
 Place 2 keys in the lock box.
 If the front door lock is a Schlage or Custom lock, it must be re-keyed to the key code requested. DO NOT CHANGE
THE LOCK. A locksmith may be required for this service which would require an additional fee. Please attempt to notify
us in advance if a locksmith will be required.
 If the front door has a specialty lock or a "fancy" door handle, please do not remove it. Re-key the existing door lock. We
understand that the fee for this lock change will be higher than the normal lock change. Please attempt to notify us in
advance.
 Pad lock all gates, especially when there is a pool. Place a padlock key in the lockbox.
 Padlock any garage or “car entrance door” that has a sliding hasp as a locking device. Place a padlock key in the lockbox.
  If there is a passage door between the garage and house, make sure the car entrance door is locked from the inside, but do
NOT rekey.
 If the garage does NOT have an access door from the house, re-key the garage as needed to provide access, and place a
key in the lockbox. Garages must be secured.
 If the front door is boarded, and a hasp and padlock are the only means of entry, place a lockbox with a key on the
premises and advise us of the lockbox location.
 If there is a deadbolt on the door as well as a knob lock, do NOT disable or remove the deadbolt which will leave an open
hole. Re-key the dead bolt as well.
 Ensure that access is available for all parts of the property including garage, barn, shed, etc., and that they are all secured.
 Re-key Warning Sign (available on our website) must be posted after completion of re-key.
 Provide date stamped BEFORE photos of any door(s) where locks were replaced, along with date stamped AFTER
photos of the replacement locks with the key in it.
 Provide photo of the lockbox on front door with the keys inside, and of the extra key on the meter.

* Completion of re-key and lock box combo used, should be called into our office from the job site, and updated on our website
when computer access is available. *

Board-Up:- Board to FHA/HUD specifications, which require bolted 2” x 4” braces (1/2 inch board on windows and 3/4 inch board
on doors).

 Read each work order for instructions regarding Board Ups. Some of our maintenance programs include boarding (no bid
required) and the work order will indicate that you are authorized to board broken and missing windows/doors as needed
without providing a bid. Other work orders will indicate that you should call our office immediately if boarding is
required.
 Unless otherwise instructed, do not board-up front door; install security door including hinges, hasp and padlock as
interior of property must be accessible.
 Submit an update for the completion of the board up on the First Allegiance website as soon as it is completed.
 Provide before and after photos of every boarded opening.
 If property is in a very good neighborhood and has broken or missing window(s), provide bidt to replace glass instead of
boarding.
 If property is in a terrible neighborhood, provide estimate to board all windows necessary to secure property. Call the
property coordinator from the property and provide the quantity, size, and location of windows and doors that need
boarding to secure property.

Initial Lawn Service:- Initial yard service should go beyond cutting the grass, to include the following:

 Mowing- Cut to the edge of each property line to a maximum height of 2 inches with a conventional lawn mowing
machines. Do not use heavy equipment, which might damage the yard, house, grade or fences. Do not leave any grass
clippings on top of lawn. Do not remove fences.
 Edging- Edge all paved walkways, curbs and driveways ½” to 2 ½” deep with bladed edging equipment. The use of string
trimmers is not acceptable. Use of chemical grass/weed killers for edging is prohibited.
 Trimming- Use a string trimmer to trim around foundations of all buildings, sheds, bushes, trees, planting beds,
sidewalks/driveway, expansion joints, flush with fences and other construction that would normally require trimming. Do
not leave cut weeds or tall grass clippings. The house should be visible from the street, and there should be proper access
to the house, free of obstructions to the entrance or side yards. Trim all tree branches away from the rooftop a minimum
of 18”. No tree limbs are to touch the roof or the house. Trim up all low hanging branches to a minimum of 8 feet above
ground level.
 Minor shrub and tree pruning- remove and or cut down weeds in planters and flower beds, weeds in cracks in and along
the concrete and or asphalt areas, and anything growing in and along fence lines.
 Clipping Hedges and Shrubbery- Clip to give a neat, even appearance and promote healthy growth. Perform this service
in accordance with accepted horticultural practices for the types of plants involved.
 Sweeping/ Removal of leaves/straw,etc.- Sweep paved sidewalks, driveways, curbs, patios and porches. Ensure all
clippings are bagged. If blown, do not blow into adjoining properties, street or storm/ sewer drains. Remove all bags from
property- transporting them to the dump on the same day. Remove leaves, pine needles from lawn, sidewalks, driveways,
curbs, carports, patios and porches. Dispose of debris in a manner legally permitted in the community where the work is
performed and at Contractor’s sole expense. It should not be left for city removal.
 If water is available: It is appropriate to wash down the driveway, sidewalks and entryway to leave a cleaner appearance.
The property must be left in a neat and presentable condition.
 Winter service initial lawn care- Remove leaves, pine needles and small branches from the lawn, shrubs, flower beds,
sidewalks, driveways, curbs, carports, patios and porches. Do not rake or blow leaves into adjoining property, street,
vacant lot or alley. Mowing over leaves is not acceptable unless raked afterwards or grass catcher completely removes
them. Resulting area should be clean with no evidence of leaves, pine needles or small branches.
 Compliance with Codes: The Contractor shall comply with all City, County and State Codes, Laws and Ordinances
applicable to this work and obtain, at its own expense, necessary permits, certificates and licenses.
  Submit an update and Photos: Upon completion, provide date stamped before, during (action), and after photos for the
completion of the initial lawn care, on the First Allegiance website. Please be sure to provide after photos that match the
before photos, and that include every side of the property.

Debris Removal/Trashout:- Every work order with a debris removal instruction will have an allowable trashout amount. Please
read each work order carefully to determine the authorized amount for the specific job.

*If Personal Property is present, DO NOT REMOVE ANYTHING FROM THE PROPERTY. We do not use a minimum value for
determining Personal Property. If there is any personal property, regardless of the condition or the value, DO NOT TRASHOUT the
property. Take photos of all of the personal property and create an itemized inventory of all personal property. Upload the photos
and inventory immediately on our website. Our client will determine how the personals will be handled.*

If Personal Property is NOT present:-

 Remove all interior AND exterior debris (includes shed, garage etc.) including hazards if within the allowable stated on
the work order instructions. You are authorized to remove up to the limit of debris that is stated in the work order without
prior authorization.
 Appliances: Every work order that includes a trashout will have instructions regarding appliances. Please follow the
appliance guidelines on the work order.
 If the total cost of debris removal for interior and exterior combined (including sheds, outhouses, barns etc.), exceeds the
authorized amount, call the Property Coordinator from the property with your bid. If the bid is slightly over the allowable,
we may be able to approve your bid on the telephone. If we cannot approve your bid on the phone, you must submit a bid
and photos on the First Allegiance website. Your bid should include a breakdown and description of the debris. We will
advise if you can proceed with the trashout.
 If the total cost of the debris removal for interior and exterior debris combined, including hazards, exceeds the allowable
in the work order instructions, do not remove any part of the debris or hazards.
 Property should be broom cleaned only. Janitorial services are not necessary unless a sales clean is specifically requested
on the work order. Please provide clear photos of every room in broom swept condition. Upon completion, every room in
the property/garage/outbuildings should be in broom swept condition. The exterior of the property should be free of
debris.
 Submit an update for the completion of the trashout on the First Allegiance website.
 Photos: Provide date stamped before AND after photos. Before photos must support all of the cubic yards of debris listed
on your invoice, and must include photos of the debris in the property PRIOR to removal. Photos should also include all
truckloads of debris. Before and after photos must be provided for all debris removal jobs completed, regardless of the
number of yards of debris removed. Before Trashout photos must include photos of every single room in the property,
garage, outbuildings and the exterior of the property. After trashout photos must include photos of every single room in
the property, garage and outbuildings in broom swept condition and photos of the exterior of the property free of debris.
Before and after photos should be taken at the same angle so that any area shown in the before photos can also be seen in
the after photos.
 Debris Removal and Disposal: All trash and debris will be removed from the premises to an acceptable trash dumping
facility. Materials of flammable, hazardous or environmentally destructive nature shall be removed and disposed of in
accordance with EPA guidelines and local codes and ordinances. Contractor is responsible for providing safety
equipment to his employees and enforcing the use of such safety equipment.
 Exterior Debris Removal: Remove, and properly dispose of, all debris and trash, rubble, fallen tree branches, and any
other objects, glass, wood or material/debris that would not normally be kept on the lot and exterior of property.
 Nothing is to be left at the curbside for city refuse collection. All trash cans on the property should be emptied.

* Results of Debris Removal/ Trashout *

Property must be in broom swept condition and exterior must be free of debris. Remove all shower curtains and window curtains.
Blinds that are in good condition can be left on the windows. Provide before photos of every single room in the
property/garage/outbuildings and the exterior, and provide after photos of every single room in the property/garage/outbuildings in
broom swept condition. Also provide photos of the exterior of the property free of debris.
Cash for Keys: Debris Removal should not be completed at properties where a Cash for Keys has been completed, unless otherwise
instructed on the work order. Your work order will indicate if a Cash for Keys was completed.

Sales Clean:-(To be completed only if specified on the work order) Sales Clean includes:

 Tubs, shower walls, shower doors, shower heads and faucets, sinks – Clean and scrub
 Toilet- interior and exterior – Clean
 Kitchen Sink – Clean and scrub
 Mirrors – Clean
 Counter tops and back splash - Clean
  Appliances – Clean interior and exterior of all appliances.
 Kitchen cabinets - Wipe down interior and exterior of kitchen cabinets
 Counter tops and back splash - Clean
 Floors – Sweep/Vacuum and mop
 Light fixtures/ Ceiling Fans - Clean
 Vents - Clean
 Shower curtains - Remove
 Carpet - Vacuum
 Baseboards – Wipe down
 Window Sills – Wipe down
 Cob webs - Clean
 Built in bookcases - Dust
 Blinds - Remove broken blinds.Clean blinds in good condition
 Garage and outbuildings – Sweep
 Front door - wipe down inside and outside
 Cables/ Wires - Roll up and tie neatly all loose cables/wires

Photos:- Provide before, action and after photos of every room in the property in sales clean condition. Provide photos of the
interior and exterior of all appliances. Provide photos of all bathroom and kitchen fixtures.

Deep Sales Clean:- (To be completed only if specified on the work order) Deep Sales Clean includes:

 Windows- Clean interior & exterior and remove excess paint from all glass
 Tubs, shower walls, shower doors, shower heads and faucets, sinks – Clean and scrub
 Toilet- interior and exterior – Clean
 Kitchen Sink – Clean and scrub
 Mirrors – Clean
 Counter tops and back splash - Clean
 Appliances – Clean interior and exterior of all appliances.
 Kitchen cabinets - Wipe down interior and exterior of kitchen cabinets
 Floors – Sweep/Vacuum and mop
 Hardwood Floors - Polish
 Light fixtures/ Ceiling Fans – Clean (take down and clean)
 Vents - Clean
 Shower curtains - Remove
 Carpet - Vacuum
 Baseboards – Wipe down
 Heat and Cold Air Return Registers- Wipe down
 Window Sills – Wipe down
 Fire Place/Mantel – Wipe down
 Cob webs – Clean
 Front door – Wipe down inside and outside
 Walls - wipe down
 Built in bookcases – Wipe down
 Blinds - Remove broken blinds.Clean blinds in good condition
 Garage and outbuildings – Sweep
 Cables/ Wires - Roll up and tie neatly all loose cables/wires
 Odor Sources - Eliminate odor sources
 Air Fresheners – Place air fresheners (2 minimum)
 Caulk as needed- Counters, backsplashes, toilet & tub perimeters

Photos: Provide before, during (action, and after photos showing completion of the above.

Winterization:- Each work order containing this service will include the dates during which the property should be winterized.
Winterizations MUST be completed within 24 hours of receipt of work order. Please see in depth Winterization instructions in the
"Download Forms" section of your First Allegiance account on our website.

* LEAVE HEAT ON FOR DRY HEAT SYSTEMS. *

 We do NOT winterize in the following areas: Hawaii, Maricopa County AZ, Clark County NV, Southern Florida. In
California, properties more than 2,000 feet above sea level are winterized during the winterization period.
 Report freeze damage, leaks or other plumbing repair issues immediately on your update form and on the winterization
report.
  If the property has already been winterized, inspect the winterization and verify that it was completed correctly, and that
it is intact. If the winterization is intact, provide a winterization checklist which guarantees the winterization. If the
winterization was not completed correctly, or if you are unable to guarantee the winterization, please re-winterize and
specify your findings that based your determination.
 Place provided Winterization Warning Signs indicating that the premises have been winterized, on the front door and in a
front window; must include First Allegiance’s name, phone number, job# and the date winterized.
 Tape the Removed water meter to water main.
 Place tape across all sinks and tape all toilet seats shut.
 Post “Winterized, Do Not Use” signs on all fixtures.
 Post “Winterized, Do Not Turn On Without Refilling” signs on water heater and water heater breaker, if electric. Attach a
notice on the exterior of dishwasher if water supply line was disconnected.
 Use PINK antifreeze ONLY.
 Winterization checklist: Complete and submit the Winterization checklist on the First Allegiance website within 24 hours
of service. We must have a Winterization Report for every property winterized. Any plumbing issues (ex. system does
not hold pressure, leaks/freezes) MUST be reported immediately on the update submitted on the First Allegiance website,
as well as noted on the winterization report. Please pay special attention to additional winterization photos requested on
the winterization checklist, specifically, a photo of the nylon cable tie installed to tie off meter at valve.
 Submit an update for the winterization on the First Allegiance website.

** Provide photos of the winterization to include: **

1. Front of house with address verification.

2. Water off at the curb (if water is off)
3. Main water shut off valve in the off position and tied using a nylon cable tie. (If meter shut off valve is on the exterior of
the house, provide photo of interior shut off valve in off position and tied as well).
4. Padlock installed on main water shut off valve. If padlock cannot be installed then provide photo of the main water valve
handle removed and taped to the pipe.
5. Meter disconnected and meter taped to the supply line. (or photo #6) or
6. Main water supply line disconnected as close to the main as possible (if meter cannot disconnected).
7. Hose hooked up to water heater and water draining into drain or yard.
8. Hose hooked up to boiler and water draining into drain or yard (if wet system).
9. Water heater and boiler disconnected/ switch in off position (if electric) (or photo #10) or
10. Gas valve at water heater/boiler shut off (if gas)
11. Winterization warning sign on water heater and boiler
12. Compressor connected to the main water line and gauge (show PSI) when blowing out the lines.
13. Compressor and gauge on compressor (showing PSI) during pressure test.
14. Circuit breaker box with breakers off, except to sump pump and furnace) and taped with sign posted.
15. Anti-freeze bottles before, during and after use to show how many bottles were actually used.
16. Toilet tanks and bowls completely drained before pouring anti-freeze. (The water level must be below the drain level on
tank & plunged/siphoned from bowl - less than one inch of water in bowl and tank)
17. Anti-Freeze being poured into toilet tanks and bowls (action photo).
18. Toilet tanks and bowls once anti-freeze has been installed.
19. Toilet bowls taped shut with blue painters tape
20. Winterization sign on every fixture and drain.
21. Winterization sign in front window and on front door.
22. Photos of any visible damages

Evictions/Lock Outs:- Read and follow the Eviction/Lock Out work order instructions carefully. Some of our eviction orders will
include an instruction to provide the locksmith for the eviction, and some work orders will request movers, or moving and storage
only (SPS Evictions). If your work order instructions do not include Locksmith at Eviction and the realtor’s locksmith does not
show up to the eviction, please call us immediately.

 Realtor: There may or may not be a realtor present at the Eviction/Lock Out. If no realtor is present, then the Contractor
will take possession of the property.

Curbside Eviction:
  Move all personal property to curb.
 Submit update on the First Allegiance website upon completion.
 24 – 48 hours following the eviction (depending on sheriff’s policy), all remaining property is to be hauled away from the
curb as debris, and an update must be submitted on the First Allegiance website upon completion.
 Have former occupant sign the Eviction Personal Belongings Release (Curbside) found in the "Download Forms" section
of your account on the First Allegiance website, and upload to the website upon completion.
 Complete and submit the Eviction Information form found in the "Download Forms" section of your account on the First
Allegiance website.

Moving & Storage Eviction:

 Move all personal property to local storage facility.

 Provide all packing materials, movers, equipment and storage as needed.
 Complete and submit a detailed inventory of all items moved to storage. The inventory can be found in the Download
Forms area of the Contractor section of the First Allegiance website.
 Provide storage for 60 days.
 Call our office for approval before disposing of personal property from storage once storage period expires.

Other Lock Outs:

 Provide photos and inventory of all personals remaining at property.

 Photos: Take photos of the sheriff and your crew. Take photos of each room of the property before you start the eviction,
and each room of the property after the eviction is completed. Take photos of the loaded trucks. For curbside evictions,
take photos of all items on the curb. When you return to the property to haul the property left on the curb as debris, take
photos of all items to be hauled and disposed. For storage evictions, take photos of each unit at the storage facility. If
other type of lock out, provide photos of personals remaining at property.
 Eviction Forms: (available in the Download Forms area of the Contractor section of the First Allegiance website):
 Eviction Information Form: You must fill out an eviction information sheet for both curbside and moving and storage
evictions, and submit on the First Allegiance website on the same day as the eviction.
 Personal Belongings Release: If the former occupant is present at the eviction/lock out, you must have them sign a
Personal Belongings Release. Choose the correct Personal Belongings Release for either Curbside or Moving & Storage
 Inventory Form: For Moving & Storage evictions you must provide a detailed inventory of all items moved to storage.

* Important Eviction/Lock Out Notes *

If, during the eviction, the sheriff or realtor instructs you to do anything other than what is noted on your work order, you MUST
call us immediately at 888-727-6303. (For example, you are instructed by us to move all personal property to storage and the sheriff
instructs you to leave the personal property in the house). If you encounter any problems or unusual circumstances during the
eviction, please call us immediately from the property. If the Realtor or Former Occupant makes the determination that items
remaining in the property are trash, they must sign off on your paperwork that the remaining items are debris.

****If personal property was placed in storage, please contact First Allegiance prior to the disposal of the shipment once the storage
period expires.*****

Repairs/Renovations (Applies only to work orders with an "RP" prefix)

 Upload onto our website www.firstallegiance.com via the online bid form within 48 hours.
 Include supporting date stamped before and after photos (if applicable for emergency services) taken from the same angle
and with descriptive captions as necessary.
 Include date stamped property condition photos of the entire property (not exclusive to the bid items requested)
 Utilities: provide utility status and identify any concerns relating to utilities. If any utilities are off, the contractor should
speculate on possible problems and bid for possible repairs as “additional items”. This is particularly important to those
in the Northeast where properties are winterized. If a service will require that a property is de-winterized/re-winterized,
please indicate this on the bid for the service, and submit “additional item” bids for the de-winterization/re-winterization.
 Include ALL items requested; do not submit partial bids.
 Include a timeline for the number of days it will take to complete the job if your bid is approved; including any lead time
necessary.
 Must be itemized to include a price for each line item.
 Bid requests for services listed on our *contractor allowable fee structure should be bid at those prices unless there is
justifiable reason for an over-allowable price; if so, bid must include specific details. *available in the “information” tab
when logged into our website*
 Bid must indicate whether any permits or inspections are required by municipalities and be included in the cost.
  Bid must include cost for all labor, NEW (unless specifically requested) and good quality materials, tools, equipment,
machinery, appliances, taxes, and any license/permit/inspection fees needed to complete the job and leave the property
free of debris (including the removal of any self- generated debris and cleaning of the areas where repair was completed.)
 Must include descriptive details for the materials that will be utilized and the work that will be performed.
 Once bid is submitted, no change in the scope of work or bid approval amount shall be made unless a change in the scope
of work is issued in writing by First Allegiance.
 *25% DISCOUNT: If bid is approved, contractor agrees to complete the Scope of Work as indicated on their bid for the
total bid amount submitted less a 25% discount. The total bid amount submitted should not include the 25% discount; the
discount should be deducted by the contractor on the bid approval invoice so that it shows the approved bid amount and a
separate line item for the discount. Contractor will be paid the approved bid amount less 25% for the entire scope of work
as described in the bid. For Hazard Claim Repairs, an insurance estimate will be provided and contractor agrees to
complete Scope of Work as indicated in the insurance estimate for the total insurance estimate amount less a 25%
discount.
 If bid is approved, all work must be completed by a licensed contractor. The following services must be completed by a
licensed specialty company: HVAC, Electric, Plumbing, Mold, Pool, Exterminating, Roofing and Structural.
 If bid is approved, work must be commenced within 1 day of bid approval.
 If bid is approved, all work must be performed in accordance with all applicable laws, including but not limited to; state,
county and municipal laws, codes and regulations, including all applicable building codes and orders of any public
authority or HOA bearing on the performance of the work.
 If bid is approved, contractor guarantees to First Allegiance, Management Company, Owner/Seller, and Buyer that for
one year after completion, the work shall be free from defects in material and workmanship and warrantees its work
(materials and labor) for one year after completion. (Roof replacements require separate warranty including workmanship
and materials of 20 - 40 years depending on roof grade in bid. All manufacturer warrantees will be left with equipment
and appliances. Roof Repairs require separate Roof Repair Warranty).
 All work is subject to a third party inspection.

Mold and Personal Protective Equipment:- Contractor is informed of information on mold derived from the Centers for Disease
Control (CDC) and the Environmental Protection Agency (EPA) web sites. The respective web sites are as follows: www.cdc.gov
and www.epa.gov, and we suggest that you consult these sites for any additional information that you desire.

* First Allegiance recommends that all Contractors abide by the recommendations set forth by the EPA on its website in regard to
mold cleanup and the use of Personal Protective Equipment (PPE).*

Indemnification: Contractor shall indemnify and hold harmless First Allegiance, its officers, directors, employees and agents
(collectively, the Indemnitees) from and against any and all loss, damage, liability, cost, and expense, including without limitation
reasonable attorney’s fees (including those on appeal) and amounts paid (a Loss), suffered or incurred by any of the Indemnitees, by
reason of or arising out of any act or omission on the part of Contractor, including without limitation any part of a Loss suffered or
incurred as a result of such Indemnitees’ action or omission, but not for that part of a Loss directly attributable to an Indemnitees’
grossly negligent or willfully wrongful acts. Contractor waives all rights of subrogation, for itself and its insurers, against First
Allegiance along with any rights to recover from First Allegiance for any loss for which Contractor is insured or is required to be
insured under this Agreement.

Date: May 25 2023 Signature:

 Payment terms
Payment is issued 30 - 45 days after the invoice and all required documentation is submitted to us (date stamped photos,
winterization checklist, etc).

Failure to submit the required documentation and/or photos may result in the issuance of a 3rd party inspection order to verify the
completion of your work. The inspection fee will be deducted from your invoice. Additionally, if the work is found incomplete
your invoice will be voided for any services found incomplete.

In the event that you are paid for a service which is later found to be done incorrectly by the agent or 3 rd party inspector, you may
be given an opportunity to return to the property to complete quality control of that service. Otherwise, we will enter a chargeback
into the system deducting the cost of completion from your next payment.

When given approval to complete a service for an amount outside of this fee structure please be sure to indicate the name of the
person that approved the charge on your invoice. Invoices charging for services outside of our fee structure and without an
approved bid will be adjusted unless approval is given by an First Allegiance employee.

For questions about the status of an invoice, e-mail contractorpayment@firstallegiance.com or submit an inquiry via the
"Payment Inquiry" link in the "Contact Us" tab of your home screen.

First Allegiance
473 Broadway, 5th Floor Bayonne, NJ 07002
Phone: 888.727.6303, Fax: 201.823.2636, Email: info@firstallegiance.com

Date: May 25 2023 Signature:

 Confidentiality Agreement
As a Contractor (“contractor” or “you”) for First Allegiance (“FA”), you shall keep and maintain any and all information you
receive from FA on a confidential basis (“Confidential Information”) and agree not to disclose, divulge, reveal, report or use for any
purpose other than performance of services at the request of FA any Confidential Information with respect to the business of FA
which you have obtained except with the prior written consent of FA or as may be required by court order or law, and then
disclosure shall be limited to the minimum reasonably required to comply with such court order or legal obligation.

“Confidential Information” includes, but is not limited to, information relating to properties, the financial or legal status of any
property (i.e., ownership, foreclosure, eviction proceedings, etc.), loan information of any kind, FA’s pricing and any pricing-related
information, any information regarding compensation you receive from FA for work and services performed and assignments you
have or are performing relating to a property, all information marked confidential, restricted or proprietary by FA, all information
provided by FA to you or accessible with restrictions via its website or elsewhere regarding its customers and prospective
customers, account information, products and services, forms, FA’s financial, technical or marketing information, business or
marketing strategies, business methods, operating policies and procedures, and similar proprietary information and trade secrets, in
whatever form, including third party confidential information, which could reasonably be expected to be Confidential Information.
This prohibition shall apply to any type or manner of unauthorized communication or disclosure, whether verbal, written or
electronic. Electronic communication includes, but is not limited to, communication by email, chat room, internet, blogs, instant or
text messaging. You understand and acknowledge that any disclosure or misappropriation of any of the Confidential Information in
violation of this Agreement may cause FA irreparable harm, the amount of which may be difficult to ascertain, and therefore agree
that FA shall have the right to apply to a court of competent jurisdiction for specific performance and/or an order restraining and
enjoining any such further disclosure or breach and for such other relief as FA shall deem appropriate. Such right of FA is to be in
addition to the remedies otherwise available to FA at law or in equity. You expressly waive the defense that a remedy in damages
will be adequate and any requirement in an action for specific performance or injunction for the posting of a bond by FA and agree
that in the event that legal action is brought to enforce or interpret any term of this Agreement, including the alleged misuse of
Confidential Information, the prevailing party will be entitled to recover, in addition to any other damages or award, all reasonable
legal costs and fees associated with the legal action(s).

Name: Dwayne King

Address: 8566 Woodsboro Dr Baldwinsville NY 13027

Date: May 25 2023 Signature:

 Waiver of Lien Rights
Contractor may have rights under state statutes to execute liens against properties for non-payment of invoices. Understanding
this right, Contractor unconditionally agrees to waive, and does hereby waive, all lien rights that Contractor may be entitled and
Contractor agrees to pursue collection efforts without affecting clear title to the real estate property managed by First Allegiance.
Any disputes pertaining to invoices will be submitted to mediation before suit is filed by Contractor. Contractor further agrees that
if he should sub-contract any work assigned to him that he will attempt to get a waiver of Lien Rights and agrees to work with the
sub-contractor regarding any payments without affecting clear title to the real estate managed by First Allegiance.

Kingz Locksmith
This agreement between First Allegiance and __________________________________________________ shall continue in full
force and effect until terminated by First Allegiance in writing.

Company: Kingz Locksmith

Date: May 25 2023 Signature:

 First Allegiance Independent Subcontractor Insurance
Agreement

Insurance and Additional Insured: Contractor agrees to maintain in effect, at all times, the following minimum types of
insurance and provide a Certificate of Insurance listing First Allegiance as an "Additional Insured":

1. General Liability: $1,000,000/ Each Occurrence, $2,000,000/ General Aggregate, $2,000,000/ General Products
Aggregate
2. Automobile Liability Insurance: Bodily Injury and Property Damage: $1,000,000.00 (Proof of insurance is required to
be carried in all Contractor vehicles.)
3. Applicable state Workers Compensation insurance, including Employers Liability of $1,000,000 each accident,
$1,000,000 disease – each employee, and $1,000,000 disease – each policy period.
4. Errors and Omissions Insurance: $1,000,000.00

Hold Harmless: Contractor must sign and submit a Hold Harmless Agreement.

Waiver of Subrogation: Contractor hereby does waive all rights of subrogation against First Allegiance.

Indemnification: Contractor shall indemnify and hold harmless First Allegiance, its officers, directors, employees and
agents(collectively, the Indemnitees) from and against any and all loss, damage, liability, cost, and expense, including without
limitation reasonable attorney’s fees (including those on appeal) and amounts paid (a Loss), suffered or incurred by any of the
Indemnitees, by reason of or arising out of any act or omission on the part of Contractor, including without limitation any part of a
Loss suffered or incurred as a result of such Indemnitees’ action or omission, but not for that part of a Loss directly attributable to
an Indemnitees’ grossly negligent or willfully wrongful acts. Contractor waives all rights of subrogation, for itself and its insurers,
against First Allegiance along with any rights to recover from First Allegiance for any loss for which Contractor is insured or is
required to be insured under this Agreement.
Kingz Locksmith
This agreement between First Allegiance and ___________________________________________________ shall continue in
full force and effect until terminated by First Allegiance in writing.

Company: Kingz Locksmith

Date: May 25 2023 Signature:

 Background Checks Policy and Agreement
Kingz Locksmith
___________________________________________________ must have and adhere to a written background check policy and
procedure for those individuals having access to First Allegiance and its clients’ property, data or information. The background
Kingz Locksmith
checks shall be applicable to ___________________________________________________ employees, vendors, and
contractors/subcontractors.

The Background Checks must include the following:

1. Person Search - Verify name, social security number, address, and date of birth.
2. Criminal Record - Verify local and national criminal record through search that covers a period of at least ten years
from the date of hire, Multi-State Sex Offender Database, FBI Terrorist List, Federal/State/Local Fugitive Lists and
OFAC. Any persons convicted of a crime of violence, criminal offense involving dishonesty, a breach of trust or money
laundering, or any other pertinent offence may not have access to First Allegiance and its clients’ data or information.
3. Kingz Locksmith
Continuing Obligation – ___________________________________________________ must require employees,
vendors, and contractors with access to First Allegiance and its clients' property, data or information to report any
criminal convictions and impose on them the same restrictions noted herein for their personnel, vendors, and
contractors/subcontractors with access to such data or information.
4. Kingz Locksmith
Upon request, ___________________________________________________ shall provide documentation of such
background checks to First Allegiance.
5. Kingz Locksmith
___________________________________________________ represents and warrants that all background checks are
done in compliance with all federal, state and local laws as applicable.

Kingz Locksmith
This agreement between First Allegiance and ___________________________________________________ shall continue in
full force and effect until terminated by First Allegiance in writing.

Company: Kingz Locksmith

Date: May 25 2023 Signature:
 INDEPENDENT CONTRACTOR STATUS
AGREEMENT
Kingz Locksmith
___________________________________________________ is and shall at all times, be classified as an independent
contractor who regularly and independently offers its services to other clients.
Kingz Locksmith
___________________________________________________ has the full authority to direct and control the performance
Kingz Locksmith
of Services provided to First Allegiance. ___________________________________________________ will not in any
way act as or hold itself out to be an agent for First Allegiance or have the ability to bind First Allegiance. The Independent
Contractor Agreement in no manner constitutes a partnership, joint venture or franchise between
Kingz Locksmith
___________________________________________________ and First Allegiance.

Kingz Locksmith
This agreement between First Allegiance and ___________________________________________________ shall continue
in full force and effect until terminated by First Allegiance in writing.

Name: Dwayne King

Company: Kingz Locksmith

Date: May 25 2023 Signature:

 Subcontractor Hold Harmless Agreement
(Contractor in this document refers to First Allegiance)

SUBCONTRACTOR SHALL:

A. Indemnify, defend with counsel reasonably acceptable to Contractor, and hold Contractor and its indemnitees, shareholders,
directors, members, managers, officers, employees, agents, successors and assigns, harmless from and against any and all claims
(including construction or mechanics lien, builders trust fund or similar claims), liabilities, losses, damages, costs and expenses,
including attorney’s fees and costs resulting from, arising out of or in connection with (i) any alleged or actual infringement or
violation by Subcontractor of any patent or patent right in connection with this Subcontract, any alleged or actual breach of duty
or contract in any way related to or arising from this Subcontract and any work performed hereunder and (ii) any failure to pay by
Subcontractor, or its subcontractors, laborers, vendors and materialmen, for labor, services or material provided in connection
with Subcontractor’s work under this Subcontract.

B. Indemnify, defend with counsel reasonably acceptable to Contractor, and hold Contractor and its indemnitees, shareholders,
directors, members, managers, officers, employees, agents, successors and assigns (collectively, the “Indemnitees”), harmless
from and against any and all claims, liabilities, losses, damages (including injury to or death sustained by any person, including
Subcontractor’s employees, agents and subcontractors (the “Subcontractor Parties”), or damage to property of any kind), costs
and expenses, including attorney’s fees and costs (collectively, “Damages”), resulting from, arising out of or in connection with
(i) the performance of work by the Subcontractor Parties, (ii) the presence of the Subcontractor Parties on the work site, or (iii)
any breach of this Subcontract by Subcontractor, whether or not caused by the active or passive negligence or other fault of the
Indemnitees; provided that Subcontractor shall not be liable for any Damages under this Section B that are caused by the gross
and sole negligence or willful misconduct of the Indemnitees. The indemnification obligations of Subcontractor under Section A
above and this Section B shall survive the termination of this Subcontract.

C. Pay for all materials, equipment, including repairs thereof and parts, fuel and labor, including related sales taxes and other
taxes, ordered for or used by Subcontractor in connection with its work under this Subcontract. Subcontractor shall not, to the
fullest extent permitted by law, permit any claim of lien or statutory withholding notice to be filed or served with respect to the
work performed by Subcontractor under the Subcontract and shall present to Contractor, on demand, satisfactory evidence of any
such payment. Subcontractor, to the fullest extent permitted by law, at its expense shall discharge any lien or charge recorded or
filed against real property in connection with any work done or claimed to have been done pursuant to this Subcontract or
materials furnished or claimed to have been furnished to Subcontractor within 10 days after Subcontractor’s receipt of notice
thereof by payment, filing the bond required by law or otherwise in accordance with law.

D. Notwithstanding the foregoing, an Indemnitee may retain its own attorneys to participate or assist in defending any claim,
action or proceeding involving potential liability in excess or exclusive of the amount available under Subcontractor’s liability
insurance and Subcontractor shall pay the reasonable fees and disbursements of such attorneys. If Subcontractor fails to diligently
defend or if there is a legal conflict or other conflict of interest, then Contractor may retain separate counsel at Subcontractor’s
expense. Subcontractor may direct the Indemnitee to settle any claim, suit or other proceeding provided that (a) any payments to
be made pursuant to such settlement shall be paid in full exclusively by Subcontractor at the time such settlement is reached, (b)
such settlement shall not require the Indemnitee to admit any liability or pay any money, and (c) the Indemnitee shall have
received an unconditional release from the other parties to such claim, suit or other proceeding.

INSURANCE:

Subcontractor will provide a Certificate of Insurance to Contractor before it begins work under this Subcontract evidencing that
Subcontractor has procured and is maintaining the following insurance coverages: (a) Workers’ Compensation and Employers
Liability Insurance, as required by any applicable law, regulation or statute and Coverage B – Employer’s Liability Coverage,
including occupational disease, with a limit of not less than $1,000,000.00 per accident; (b) Comprehensive General Liability
Insurance covering all operations by or on behalf or Subcontractor providing insurance for bodily injury, property damage and
personal injury liability of $1,000,000.00 for each occurrence and $1,000,000.00 in the aggregate-complete operations/products
with Contractor named as additional insured and coverage as follows: Commercial General Liability (Comprehensive Form),
Broad Form Contractual Liability, Independent Contractors (if any part of the services contemplated is performed by an
independent contractor), Broad Form Property Damage, Personal Injury; and (c) Automobile Liability Insurance for owned,
leased and non-owned and hired automobiles with a combined single limit for bodily injury and property damage of
$1,000,000.00 per occurrence for bodily injury and property damage. (d) Errors and Omissions Insurance covering all operations
by or on behalf or Subcontractor providing insurance in the amount of $1,000,000.00 including coverage for errors and omissions
caused by negligence in the performance of their duties. The insurance required must be placed with carriers with A.M. Best’s
rating of A - VII or superior. The Certificate of Insurance shall provide that no policy providing any of the foregoing coverages
may be cancelled or reduced without thirty (30) days prior written notice to Contractor. Any insurance policies procured and
maintained by Subcontractor for Comprehensive General Liability and Automobile Liability Insurance shall name Contractor, and
its indemnitees, directors, shareholders, members, managers, officers, employees and agents, and any other entity requested by
Contractor as additional insureds. Contractor shall retain the right to require Subcontractor to increase such coverage from time
to time to that amount of insurance which in Contractor’s reasonable judgment is then being customarily required by Contractors
for similar operations. The subcontractor shall maintain its own insurance coverage on any tools, machinery, and appliances used
in the performance of work for contractor. Subcontractor waives all rights against Contractor and Owner/Seller and its agents for
damages caused by fire or other perils, to the extent covered by this insurance.

Company: Kingz Locksmith

Name: Dwayne King

Title : Owner

Address: 8566 Woodsboro Dr Baldwinsville NY 13027

Phone: +13159923845

Date: May 25 2023 Signature:

 Security Responsibilities and Liabilities - Clients,
Vendors and Third Party Users
1. FIRST ALLEGIANCE NETWORK PROTECTION
o 1.1 If Client/Vendor/Third Party ("Client/Vendor") is using, accessing, or connecting to First Allegiance's
informational corporate network, which includes all First Allegiance-funded or owned system components
and all connections and authorized accesses to those components, ("First Allegiance Network"), User shall
adhere to all of First Allegiance's applicable security rules, policies, standards, guidelines, and procedures
regarding the security and use of the First Allegiance Network. User shall only use, access and connect to the
First Allegiance Network as set forth in this Agreement. User shall be responsible and liable for the actions
and activities of User's users who use, access, or connect to the First Allegiance Network. User shall not
modify the configuration of the First Allegiance Network except with the prior written approval by an
authorized representative of First Allegiance. User will not circumvent any of First Allegiance's security
controls applicable to the First Allegiance Network. Except as otherwise approved by First Allegiance,
User's access and connection to the First Allegiance Network shall be physically separated from User's
access and connection to any network of User's other customers. User is responsible for notifying First
Allegiance of any security related incident it discovers that may be impacting the First Allegiance Network.
o 1.2 All User devices that are accessing or connected to the First Allegiance Network shall be routinely
checked by the User for computer viruses and malware, using up-to-date anti-virus software and anti-
spyware in accordance with industry best practices. However, User shall not use its security technology
tools, utilities, or scripts to scan for vulnerabilities of the First Allegiance Network. User shall not allow
users who have not been authorized by First Allegiance to use, access, or connect to the First Allegiance
Network to use, access, or connect to the First Allegiance Network.
2. CONFIDENTIALITY AND DATA SECURITY
o 2.1 Definitions

2.1.1 "Confidential Information" shall mean information, including trade secrets, know-how, proprietary
information, formulae, processes, techniques and information concerning past, present and future marketing,
financial, research and development activities, that may be disclosed, whether orally or in writing, from or on
behalf of a party (in such capacity, the "Disclosing Party") to the other party (in such capacity, the
"Receiving Party"), or that may be otherwise received or accessed by Receiving Party in connection with this
Agreement, whether transmitted prior to or after the Effective Date. "Confidential Information" of First
Allegiance includes, without limitation, all data, programs, messages, information, and other material (i)
provided to User by or on behalf of First Allegiance or its customers, (ii) obtained, developed or produced by
User in connection with this Agreement, or (iii) to which User has access in connection with the provision of
the Services. Examples of Confidential Information include, but are not limited to, the terms and conditions
of this Agreement, and any Order, First Allegiance lists, pricing policies, market analyses, market
projections, consulting and sales methods and techniques, expansion plans, programs, program decks,
routines, subroutines, operating systems, internal controls, security procedures, inventions, methods of
operation or proposed methods of operation, object and source codes, updates thereto, and related items,
including, but not limited, specifications, layout, charts, and other like materials and documents, together
with all information, data, and know-how, technical or otherwise, included therein, manuals, printouts, notes,
and annotations on disks, diskettes, tapes or cassettes, both master and duplicates. Confidential Information
of First Allegiance also includes, without limitation, Personal Information as defined below.

2.1.2 "Personal Information" means all information about individuals, including but not limited to names,
signatures, addresses, telephone numbers, account numbers, policy numbers, social security numbers, credit
reports, driver's license numbers, dates of birth, email addresses, demographic information, financial and
other personal data, transaction information, and lists of First Allegiances, employees, or investors, received
from First Allegiance, created by User on First Allegiance's behalf, received from others on First
Allegiance's behalf, or to which the User otherwise has access in the course of performing its obligations
under this Agreement. "Personal Information" also shall include non-public personally identifiable
information as defined in the Gramm-Leach-Bliley Act and the rules and regulations promulgated thereunder
that is obtained by or created by User in the course of performing its obligations under this Agreement.

2.1.3 Confidential Information shall not include information: (i) previously known to the Receiving Party
without an obligation of confidence; (ii) independently developed by or for the Receiving Party or Receiving
Party's employees, consultants or agents without reference to or use of the Confidential Information; (iii) was
lawfully acquired by the Receiving Party from a third party which is not, to the Receiving Party's
knowledge, under an obligation of confidence with respect to such information; or (iv) which is or becomes
publicly available through no fault of the Receiving Party or by no breach of this Agreement.
Notwithstanding the foregoing exceptions to Confidential Information, Personal Information shall always be
deemed to be Confidential Information of First Allegiance and to be subject to the terms and conditions of
 this Section.

o 2.2 Data Security

2.2.1 User certifies that it has implemented appropriate measures, including the establishment and
maintenance of policies, procedures, and technical, physical, and administrative safeguards, to ensure the
security and confidentiality of the Confidential Information (including Personal Information), protect against
any reasonably foreseeable threats or hazards to the security or integrity of Confidential Information, protect
against unauthorized access to or use of Confidential Information, and ensure appropriate disposal of
Confidential Information (collectively, the "Information Security Program"). To the extent Personal
Information is or may be disclosed to User or is or may be otherwise received or accessed by User under this
Agreement, the Information Security Program shall be designed to meet the standards established by federal
and state privacy and data security laws, rules, regulations, industry standards applicable to First Allegiance,
and industry standards applicable to User. User shall periodically test and audit its Information Security
Program. User shall take full responsibility for safeguarding Confidential Information and will implement
industry standard security measures to protect Confidential Information from loss, corruption or disclosure to
a party other than the intended recipient.

2.2.2 User shall respond to First Allegiance's reasonable requests for information concerning User's
Information Security Program and other risk management controls and, upon request, User will provide a
copy of its applicable policies and procedures to First Allegiance. User also agrees, when requested, to
complete First Allegiance's enterprise User risk management questionnaires provided by First Allegiance.
User agrees to resolve promptly any applicable control deficiencies are identified through the completion of
the questionnaires or otherwise. User may also from time to time be required to complete questionnaires
related to its financial stability, organizational structure, technology and operations. User represents and
warrants to First Allegiance that to the best of its knowledge, the information submitted in the questionnaires
are truthful, accurate, current and complete.

2.2.3 User shall take full responsibility for "Access Codes" as defined below. User shall immediately notify
First Allegiance in the event of any loss, theft, or unauthorized disclosure or use of any "Access Codes" or if
User has reason to believe that its access to the First Allegiance Network is no longer secure for any reason.
"Access Codes" means the codes (including, without limitation, account codes, passwords, user
identifications or such other means) to control or permit access to the First Allegiance Network.

o 2.3 Confidentiality Obligation

2.3.1 Receiving Party shall hold the Confidential Information of Disclosing Party in strict confidence and
shall take all reasonable steps to assure that Disclosing Party's Confidential Information which has or will
come into its possession or knowledge in connection with this Agreement shall not be disclosed to others, in
whole or in part, except as otherwise provided herein. Disclosing Party retains all ownership rights in and to
its Confidential Information (regardless of the form in which it is disclosed) and all intellectual property
rights associated with such Confidential Information. Receiving Party will not use, disclose or distribute any
Confidential Information (i) except as necessary to perform its obligations under this Agreement or (ii)
except in accordance with intellectual property rights granted to Receiving Party by Disclosing Party.
Furthermore, with respect to such disclosure and distribution, Receiving Party will limit such disclosure and
distribution to those of its employees, officers, agents, and contractors who have a need to know the
Disclosing Party's Confidential Information for purposes of (i) Receiving Party's performance of its
obligations under this Agreement or (ii), in cases where First Allegiance is the Receiving Party, supporting
First Allegiance's use intellectual property rights granted to First Allegiance, and Receiving Party will limit
such disclosure and distribution so as to only disclose and distribute those applicable portions of the
Confidential Information that such employee, officer, agent, or contractor needs to know. Additionally, First
Allegiance may disclose and distribute User's Confidential Information to First Allegiance's third party
service providers; provided that First Allegiance's third party service providers have agreed in writing to use
User's Confidential Information only to perform services for First Allegiance and its affiliated and subsidiary
companies and not to re-disclose User's Confidential Information to other third parties. Receiving Party will
protect and maintain Confidential Information with reasonable care, which shall not be less than the degree
of care it uses to protect and maintain its own Confidential Information.

2.3.2 In the event that User uses a third party service provider to provide any services under this Agreement,
it agrees that any such third party service providers shall have, by written agreement with User (which
contains terms substantially similar to those terms contained in this Section) agreed to use First Allegiance's
Confidential Information only to perform such services for First Allegiance and not to redisclose First
Allegiance's Confidential Information to any other third party. User shall not disclose Personal Information
 to any third party (including User's agents and contractors) for any purpose, except as necessary to perform
the Services or as required by law. User shall not use Personal Information, nor shall User duplicate Personal
Information or retain records thereof, except as necessary to perform the Services or as required by law. User
shall comply with all applicable laws, rules, and regulations relating to Personal Information, including,
without limitation, the provisions of the Gramm-Leach-Bliley Act of 1999 and the rules and regulations
thereunder, all as may be amended or supplemented from time to time.

o 2.4 Unauthorized Access

2.4.1 User shall, without unreasonable delay, but in no event longer than thirty (30) days, notify First
Allegiance, at 1-888-727-6303 (or any contact information specified by First Allegiance in writing), of any
unauthorized access to First Allegiance's Confidential Information that compromises the security of
confidentiality of such information ("Breach of Security").

2.4.2 User shall promptly furnish to First Allegiance full details of such Breach of Security and assist First
Allegiance in investigating the Breach of Security.

2.4.3 User shall cooperate with First Allegiance in any litigation and investigation against third parties
deemed necessary by First Allegiance to protect First Allegiance's proprietary or other rights as a result of a
Breach of Security.

2.4.4 User shall use reasonable precautions to prevent a recurrence of a Breach of Security.

2.4.5 User shall take all reasonable and appropriate action to mitigate any potential harm related to a Breach
of Security, including any reasonable steps requested by First Allegiance. User shall bear all costs it incurs in
complying with this Section. Notwithstanding anything to the contrary in this Agreement, there shall be no
cap on User's liability for direct damages arising out of a Breach of Security. Direct damages include all
reasonable costs associated with First Allegiance notification, including printing, mailing, service center
response, and one-year of credit monitoring per affected individual.

2.4.6 Retention, Return or Destruction of Confidential Information and Information Management.

Throughout the course of this Agreement, User shall retain, delete, purge and destroy all information
received from First Allegiance consistent with applicable law and, to the extent that User is maintaining
records for First Allegiance as a part of the Services, First Allegiance's Records Retention Policy and
Schedule. Upon First Allegiance's written request, or following the completion or termination of any
Services under the applicable Order(s), User promptly shall (i) return to First Allegiance any Confidential
Information of First Allegiance that is in User's possession or control, or (ii) purge, delete or destroy, to the
extent reasonably practical, any Confidential Information of First Allegiance that cannot feasibly be
returned, purged, deleted, or destroyed. With respect to identical copies of documents or other media whose
originals have been returned to First Allegiance, User shall purge, delete or destroy such copies. Upon
request, First Allegiance shall make available to User, a copy of First Allegiance's Record Retention Policy
and Schedule.

2.4.7 Subpoenas. If Receiving Party receives a subpoena or other validly issued administrative or judicial
process demand Disclosing Party's Confidential Information, it shall promptly notify Disclosing Party of
such receipt and tender to it the defense of such demand, to the extent permitted by Law. After providing
such notification, Receiving Party shall be entitled to comply with such subpoena or other process to the
extent permitted by Law.

Company: Kingz Locksmith

Name: Dwayne King

Date: May 25 2023 Signature:

Form
(Rev. October 2018)
W-9 Request for Taxpayer
Identification Number and Certification
Give Form to the
requester. Do not
Department of the Treasury send to the IRS.
Internal Revenue Service ▶ Go to www.irs.gov/FormW9 for instructions and the latest information.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
Dwayne King
2 Business name/disregarded entity name, if different from above
Kingz Locksmith
See Specific Instructions on page 3.

3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to
following seven boxes. certain entities, not individuals; see
instructions on page 3):
Individual/sole proprietor or C Corporation S Corporation Partnership Trust/estate
single-member LLC Exempt payee code (if any)
Print or type.

Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶
Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting
LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is
code (if any)
another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that
is disregarded from the owner should check the appropriate box for the tax classification of its owner.
Other (see instructions) ▶ (Applies to accounts maintained outside the U.S.)

5 Address (number, street, and apt. or suite no.) See instructions. Requester’s name and address (optional)

8566 Woodsboro Dr
6 City, state, and ZIP code

Baldwinsville NY 13027
7 List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number
backup withholding. For individuals, this is generally your social security number (SSN). However, for a
resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other – –
entities, it is your employer identification number (EIN). If you do not have a number, see How to get a
TIN, later. or
Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Employer identification number
Number To Give the Requester for guidelines on whose number to enter.
852650784 –

Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am
no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because
you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid,
acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments
other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

Sign Signature of
Here U.S. person ▶ Date ▶
May 25 2023

General Instructions • Form 1099-DIV (dividends, including those from stocks or mutual
funds)
Section references are to the Internal Revenue Code unless otherwise • Form 1099-MISC (various types of income, prizes, awards, or gross
noted. proceeds)
Future developments. For the latest information about developments • Form 1099-B (stock or mutual fund sales and certain other
related to Form W-9 and its instructions, such as legislation enacted transactions by brokers)
after they were published, go to www.irs.gov/FormW9.
• Form 1099-S (proceeds from real estate transactions)
Purpose of Form • Form 1099-K (merchant card and third party network transactions)
An individual or entity (Form W-9 requester) who is required to file an • Form 1098 (home mortgage interest), 1098-E (student loan interest),
information return with the IRS must obtain your correct taxpayer 1098-T (tuition)
identification number (TIN) which may be your social security number • Form 1099-C (canceled debt)
(SSN), individual taxpayer identification number (ITIN), adoption
• Form 1099-A (acquisition or abandonment of secured property)
taxpayer identification number (ATIN), or employer identification number
(EIN), to report on an information return the amount paid to you, or other Use Form W-9 only if you are a U.S. person (including a resident
amount reportable on an information return. Examples of information alien), to provide your correct TIN.
returns include, but are not limited to, the following. If you do not return Form W-9 to the requester with a TIN, you might
• Form 1099-INT (interest earned or paid) be subject to backup withholding. See What is backup withholding,
later.

Cat. No. 10231X Form W-9 (Rev. 10-2018)

Form W-9 (Rev. 10-2018)
By signing the filled-out form, you:
1. Certify that the TIN you are giving is correct (or you are waiting for a
number to be issued),
2. Certify that you are not subject to backup withholding, or
3. Claim exemption from backup withholding if you are a U.S. exempt
payee. If applicable, you are also certifying that as a U.S. person, your
allocable share of any partnership income from a U.S. trade or business
is not subject to the withholding tax on foreign partners' share of
effectively connected income, and
4. Certify that FATCA code(s) entered on this form (if any) indicating
that you are exempt from the FATCA reporting, is correct. See What is
FATCA reporting, later, for further information.
Note: If you are a U.S. person and a requester gives you a form other
than Form W-9 to request your TIN, you must use the requester’s form if
it is substantially similar to this Form W-9.
Definition of a U.S. person. For federal tax purposes, you are
considered a U.S. person if you are:
• An individual who is a U.S. citizen or U.S. resident alien;
• A partnership, corporation, company, or association created or
organized in the United States or under the laws of the United States;
• An estate (other than a foreign estate); or
• A domestic trust (as defined in Regulations section 301.7701-7).
Special rules for partnerships. Partnerships that conduct a trade or
business in the United States are generally required to pay a withholding
tax under section 1446 on any foreign partners’ share of effectively
connected taxable income from such business. Further, in certain cases
where a Form W-9 has not been received, the rules under section 1446
require a partnership to presume that a partner is a foreign person, and
pay the section 1446 withholding tax. Therefore, if you are a U.S. person
that is a partner in a partnership conducting a trade or business in the
United States, provide Form W-9 to the partnership to establish your
U.S. status and avoid section 1446 withholding on your share of
partnership income.
In the cases below, the following person must give Form W-9 to the
partnership for purposes of establishing its U.S. status and avoiding
withholding on its allocable share of net income from the partnership
conducting a trade or business in the United States.
• In the case of a disregarded entity with a U.S. owner, the U.S. owner
of the disregarded entity and not the entity;
• In the case of a grantor trust with a U.S. grantor or other U.S. owner,
generally, the U.S. grantor or other U.S. owner of the grantor trust and
not the trust; and
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust
(other than a grantor trust) and not the beneficiaries of the trust.
Foreign person. If you are a foreign person or the U.S. branch of a
foreign bank that has elected to be treated as a U.S. person, do not use
Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see
Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign
Entities).
Nonresident alien who becomes a resident alien. Generally, only a
nonresident alien individual may use the terms of a tax treaty to reduce
or eliminate U.S. tax on certain types of income. However, most tax
treaties contain a provision known as a “saving clause.” Exceptions
specified in the saving clause may permit an exemption from tax to
continue for certain types of income even after the payee has otherwise
become a U.S. resident alien for tax purposes.
If you are a U.S. resident alien who is relying on an exception
contained in the saving clause of a tax treaty to claim an exemption
from U.S. tax on certain types of income, you must attach a statement
to Form W-9 that specifies the following five items.
1. The treaty country. Generally, this must be the same treaty under
which you claimed exemption from tax as a nonresident alien.
2. The treaty article addressing the income.
3. The article number (or location) in the tax treaty that contains the
saving clause and its exceptions.
4. The type and amount of income that qualifies for the exemption
from tax.
5. Sufficient facts to justify the exemption from tax under the terms of
the treaty article.
Page 2
Example. Article 20 of the U.S.-China income tax treaty allows an
exemption from tax for scholarship income received by a Chinese
student temporarily present in the United States. Under U.S. law, this
student will become a resident alien for tax purposes if his or her stay in
the United States exceeds 5 calendar years. However, paragraph 2 of
the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows
the provisions of Article 20 to continue to apply even after the Chinese
student becomes a resident alien of the United States. A Chinese
student who qualifies for this exception (under paragraph 2 of the first
protocol) and is relying on this exception to claim an exemption from tax
on his or her scholarship or fellowship income would attach to Form
W-9 a statement that includes the information described above to
support that exemption.
If you are a nonresident alien or a foreign entity, give the requester the
appropriate completed Form W-8 or Form 8233.
Backup Withholding
What is backup withholding? Persons making certain payments to you
must under certain conditions withhold and pay to the IRS 24% of such
payments. This is called “backup withholding.” Payments that may be
subject to backup withholding include interest, tax-exempt interest,
dividends, broker and barter exchange transactions, rents, royalties,
nonemployee pay, payments made in settlement of payment card and
third party network transactions, and certain payments from fishing boat
operators. Real estate transactions are not subject to backup
withholding.
You will not be subject to backup withholding on payments you
receive if you give the requester your correct TIN, make the proper
certifications, and report all your taxable interest and dividends on your
tax return.
Payments you receive will be subject to backup withholding if:
1. You do not furnish your TIN to the requester,
2. You do not certify your TIN when required (see the instructions for
Part II for details),
3. The IRS tells the requester that you furnished an incorrect TIN,
4. The IRS tells you that you are subject to backup withholding
because you did not report all your interest and dividends on your tax
return (for reportable interest and dividends only), or
5. You do not certify to the requester that you are not subject to
backup withholding under 4 above (for reportable interest and dividend
accounts opened after 1983 only).
Certain payees and payments are exempt from backup withholding.
See Exempt payee code, later, and the separate Instructions for the
Requester of Form W-9 for more information.
Also see Special rules for partnerships, earlier.
What is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a
participating foreign financial institution to report all United States
account holders that are specified United States persons. Certain
payees are exempt from FATCA reporting. See Exemption from FATCA
reporting code, later, and the Instructions for the Requester of Form
W-9 for more information.
Updating Your Information
You must provide updated information to any person to whom you
claimed to be an exempt payee if you are no longer an exempt payee
and anticipate receiving reportable payments in the future from this
person. For example, you may need to provide updated information if
you are a C corporation that elects to be an S corporation, or if you no
longer are tax exempt. In addition, you must furnish a new Form W-9 if
the name or TIN changes for the account; for example, if the grantor of a
grantor trust dies.
Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a
requester, you are subject to a penalty of $50 for each such failure
unless your failure is due to reasonable cause and not to willful neglect.
Civil penalty for false information with respect to withholding. If you
make a false statement with no reasonable basis that results in no
backup withholding, you are subject to a $500 penalty.
Form W-9 (Rev. 10-2018) Page 3

Criminal penalty for falsifying information. Willfully falsifying IF the entity/person on line 1 is THEN check the box for . . .
certifications or affirmations may subject you to criminal penalties a(n) . . .
including fines and/or imprisonment.
Misuse of TINs. If the requester discloses or uses TINs in violation of • Corporation Corporation
federal law, the requester may be subject to civil and criminal penalties. • Individual Individual/sole proprietor or single-
• Sole proprietorship, or member LLC
Specific Instructions • Single-member limited liability
company (LLC) owned by an
Line 1 individual and disregarded for U.S.
You must enter one of the following on this line; do not leave this line federal tax purposes.
blank. The name should match the name on your tax return.
• LLC treated as a partnership for Limited liability company and enter
If this Form W-9 is for a joint account (other than an account U.S. federal tax purposes, the appropriate tax classification.
maintained by a foreign financial institution (FFI)), list first, and then • LLC that has filed Form 8832 or (P= Partnership; C= C corporation;
circle, the name of the person or entity whose number you entered in 2553 to be taxed as a corporation, or S= S corporation)
Part I of Form W-9. If you are providing Form W-9 to an FFI to document or
a joint account, each holder of the account that is a U.S. person must
provide a Form W-9. • LLC that is disregarded as an
entity separate from its owner but
a. Individual. Generally, enter the name shown on your tax return. If the owner is another LLC that is
you have changed your last name without informing the Social Security not disregarded for U.S. federal tax
Administration (SSA) of the name change, enter your first name, the last purposes.
name as shown on your social security card, and your new last name.
Note: ITIN applicant: Enter your individual name as it was entered on • Partnership Partnership
your Form W-7 application, line 1a. This should also be the same as the • Trust/estate Trust/estate
name you entered on the Form 1040/1040A/1040EZ you filed with your
application. Line 4, Exemptions
b. Sole proprietor or single-member LLC. Enter your individual If you are exempt from backup withholding and/or FATCA reporting,
name as shown on your 1040/1040A/1040EZ on line 1. You may enter enter in the appropriate space on line 4 any code(s) that may apply to
your business, trade, or “doing business as” (DBA) name on line 2. you.
c. Partnership, LLC that is not a single-member LLC, C Exempt payee code.
corporation, or S corporation. Enter the entity's name as shown on the • Generally, individuals (including sole proprietors) are not exempt from
entity's tax return on line 1 and any business, trade, or DBA name on backup withholding.
line 2. • Except as provided below, corporations are exempt from backup
d. Other entities. Enter your name as shown on required U.S. federal withholding for certain payments, including interest and dividends.
tax documents on line 1. This name should match the name shown on the • Corporations are not exempt from backup withholding for payments
charter or other legal document creating the entity. You may enter any made in settlement of payment card or third party network transactions.
business, trade, or DBA name on line 2.
• Corporations are not exempt from backup withholding with respect to
e. Disregarded entity. For U.S. federal tax purposes, an entity that is attorneys’ fees or gross proceeds paid to attorneys, and corporations
disregarded as an entity separate from its owner is treated as a that provide medical or health care services are not exempt with respect
“disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter to payments reportable on Form 1099-MISC.
the owner's name on line 1. The name of the entity entered on line 1
should never be a disregarded entity. The name on line 1 should be the The following codes identify payees that are exempt from backup
name shown on the income tax return on which the income should be withholding. Enter the appropriate code in the space in line 4.
reported. For example, if a foreign LLC that is treated as a disregarded 1—An organization exempt from tax under section 501(a), any IRA, or
entity for U.S. federal tax purposes has a single owner that is a U.S. a custodial account under section 403(b)(7) if the account satisfies the
person, the U.S. owner's name is required to be provided on line 1. If requirements of section 401(f)(2)
the direct owner of the entity is also a disregarded entity, enter the first 2—The United States or any of its agencies or instrumentalities
owner that is not disregarded for federal tax purposes. Enter the
disregarded entity's name on line 2, “Business name/disregarded entity 3—A state, the District of Columbia, a U.S. commonwealth or
name.” If the owner of the disregarded entity is a foreign person, the possession, or any of their political subdivisions or instrumentalities
owner must complete an appropriate Form W-8 instead of a Form W-9. 4—A foreign government or any of its political subdivisions, agencies,
This is the case even if the foreign person has a U.S. TIN. or instrumentalities
Line 2 5—A corporation
6—A dealer in securities or commodities required to register in the
If you have a business name, trade name, DBA name, or disregarded
United States, the District of Columbia, or a U.S. commonwealth or
entity name, you may enter it on line 2.
possession
Line 3 7—A futures commission merchant registered with the Commodity
Check the appropriate box on line 3 for the U.S. federal tax Futures Trading Commission
classification of the person whose name is entered on line 1. Check only 8—A real estate investment trust
one box on line 3. 9—An entity registered at all times during the tax year under the
Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(a)
11—A financial institution
12—A middleman known in the investment community as a nominee or
custodian
13—A trust exempt from tax under section 664 or described in section
4947
Form W-9 (Rev. 10-2018)
The following chart shows types of payments that may be exempt
from backup withholding. The chart applies to the exempt payees listed
above, 1 through 13.
IF the payment is for . . . THEN the payment is exempt
for . . .
Interest and dividend payments All exempt payees except
for 7
Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.
S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.
Barter exchange transactions and Exempt payees 1 through 4
patronage dividends
Payments over $600 required to be Generally, exempt payees
reported and direct sales over 1 through 52
$5,0001
Payments made in settlement of Exempt payees 1 through 4
payment card or third party network
transactions
1 If you are a single-member LLC that is disregarded as an entity
See Form 1099-MISC, Miscellaneous Income, and its instructions.
2
However, the following payments made to a corporation and
reportable on Form 1099-MISC are not exempt from backup
withholding: medical and health care payments, attorneys’ fees, gross
proceeds paid to an attorney reportable under section 6045(f), and
payments for services paid by a federal executive agency.
Exemption from FATCA reporting code. The following codes identify
payees that are exempt from reporting under FATCA. These codes
apply to persons submitting this form for accounts maintained outside
of the United States by certain foreign financial institutions. Therefore, if
you are only submitting this form for an account you hold in the United
States, you may leave this field blank. Consult with the person
requesting this form if you are uncertain if the financial institution is
subject to these requirements. A requester may indicate that a code is
not required by providing you with a Form W-9 with “Not Applicable” (or
any similar indication) written or printed on the line for a FATCA
exemption code.
A—An organization exempt from tax under section 501(a) or any
individual retirement plan as defined in section 7701(a)(37)
B—The United States or any of its agencies or instrumentalities
C—A state, the District of Columbia, a U.S. commonwealth or
possession, or any of their political subdivisions or instrumentalities
D—A corporation the stock of which is regularly traded on one or
more established securities markets, as described in Regulations
section 1.1472-1(c)(1)(i)
E—A corporation that is a member of the same expanded affiliated
group as a corporation described in Regulations section 1.1472-1(c)(1)(i)
F—A dealer in securities, commodities, or derivative financial
instruments (including notional principal contracts, futures, forwards,
and options) that is registered as such under the laws of the United
States or any state
G—A real estate investment trust
H—A regulated investment company as defined in section 851 or an
entity registered at all times during the tax year under the Investment
Company Act of 1940
I—A common trust fund as defined in section 584(a)
J—A bank as defined in section 581
K—A broker
L—A trust exempt from tax under section 664 or described in section
4947(a)(1)
Page 4
M—A tax exempt trust under a section 403(b) plan or section 457(g)
plan
Note: You may wish to consult with the financial institution requesting
this form to determine whether the FATCA code and/or exempt payee
code should be completed.
Line 5
Enter your address (number, street, and apartment or suite number).
This is where the requester of this Form W-9 will mail your information
returns. If this address differs from the one the requester already has on
file, write NEW at the top. If a new address is provided, there is still a
chance the old address will be used until the payor changes your
address in their records.
Line 6
Enter your city, state, and ZIP code.
Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and
you do not have and are not eligible to get an SSN, your TIN is your IRS
individual taxpayer identification number (ITIN). Enter it in the social
security number box. If you do not have an ITIN, see How to get a TIN
below.
If you are a sole proprietor and you have an EIN, you may enter either
your SSN or EIN.
separate from its owner, enter the owner’s SSN (or EIN, if the owner has
one). Do not enter the disregarded entity’s EIN. If the LLC is classified as
a corporation or partnership, enter the entity’s EIN.
Note: See What Name and Number To Give the Requester, later, for
further clarification of name and TIN combinations.
How to get a TIN. If you do not have a TIN, apply for one immediately.
To apply for an SSN, get Form SS-5, Application for a Social Security
Card, from your local SSA office or get this form online at
www.SSA.gov. You may also get this form by calling 1-800-772-1213.
Use Form W-7, Application for IRS Individual Taxpayer Identification
Number, to apply for an ITIN, or Form SS-4, Application for Employer
Identification Number, to apply for an EIN. You can apply for an EIN
online by accessing the IRS website at www.irs.gov/Businesses and
clicking on Employer Identification Number (EIN) under Starting a
Business. Go to www.irs.gov/Forms to view, download, or print Form
W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to
place an order and have Form W-7 and/or SS-4 mailed to you within 10
business days.
If you are asked to complete Form W-9 but do not have a TIN, apply
for a TIN and write “Applied For” in the space for the TIN, sign and date
the form, and give it to the requester. For interest and dividend
payments, and certain payments made with respect to readily tradable
instruments, generally you will have 60 days to get a TIN and give it to
the requester before you are subject to backup withholding on
payments. The 60-day rule does not apply to other types of payments.
You will be subject to backup withholding on all such payments until
you provide your TIN to the requester.
Note: Entering “Applied For” means that you have already applied for a
TIN or that you intend to apply for one soon.
Caution: A disregarded U.S. entity that has a foreign owner must use
the appropriate Form W-8.
Part II. Certification
To establish to the withholding agent that you are a U.S. person, or
resident alien, sign Form W-9. You may be requested to sign by the
withholding agent even if item 1, 4, or 5 below indicates otherwise.
For a joint account, only the person whose TIN is shown in Part I
should sign (when required). In the case of a disregarded entity, the
person identified on line 1 must sign. Exempt payees, see Exempt payee
code, earlier.
Signature requirements. Complete the certification as indicated in
items 1 through 5 below.
Form W-9 (Rev. 10-2018) Page 5

1. Interest, dividend, and barter exchange accounts opened For this type of account: Give name and EIN of:
before 1984 and broker accounts considered active during 1983.
14. Account with the Department of The public entity
You must give your correct TIN, but you do not have to sign the
Agriculture in the name of a public
certification.
entity (such as a state or local
2. Interest, dividend, broker, and barter exchange accounts government, school district, or
opened after 1983 and broker accounts considered inactive during prison) that receives agricultural
1983. You must sign the certification or backup withholding will apply. If program payments
you are subject to backup withholding and you are merely providing
your correct TIN to the requester, you must cross out item 2 in the 15. Grantor trust filing under the Form The trust
certification before signing the form. 1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
3. Real estate transactions. You must sign the certification. You may
Regulations section 1.671-4(b)(2)(i)(B))
cross out item 2 of the certification.
4. Other payments. You must give your correct TIN, but you do not 1
List first and circle the name of the person whose number you furnish.
have to sign the certification unless you have been notified that you If only one person on a joint account has an SSN, that person’s number
have previously given an incorrect TIN. “Other payments” include must be furnished.
payments made in the course of the requester’s trade or business for 2
Circle the minor’s name and furnish the minor’s SSN.
rents, royalties, goods (other than bills for merchandise), medical and
3
health care services (including payments to corporations), payments to You must show your individual name and you may also enter your
a nonemployee for services, payments made in settlement of payment business or DBA name on the “Business name/disregarded entity”
card and third party network transactions, payments to certain fishing name line. You may use either your SSN or EIN (if you have one), but the
boat crew members and fishermen, and gross proceeds paid to IRS encourages you to use your SSN.
attorneys (including payments to corporations). 4
List first and circle the name of the trust, estate, or pension trust. (Do
5. Mortgage interest paid by you, acquisition or abandonment of not furnish the TIN of the personal representative or trustee unless the
secured property, cancellation of debt, qualified tuition program legal entity itself is not designated in the account title.) Also see Special
payments (under section 529), ABLE accounts (under section 529A), rules for partnerships, earlier.
IRA, Coverdell ESA, Archer MSA or HSA contributions or *Note: The grantor also must provide a Form W-9 to trustee of trust.
distributions, and pension distributions. You must give your correct
Note: If no name is circled when more than one name is listed, the
TIN, but you do not have to sign the certification.
number will be considered to be that of the first name listed.
What Name and Number To Give the Requester Secure Your Tax Records From Identity Theft
For this type of account: Give name and SSN of:
Identity theft occurs when someone uses your personal information
1. Individual The individual such as your name, SSN, or other identifying information, without your
2. Two or more individuals (joint The actual owner of the account or, if permission, to commit fraud or other crimes. An identity thief may use
account) other than an account combined funds, the first individual on your SSN to get a job or may file a tax return using your SSN to receive
maintained by an FFI the account
1 a refund.
3. Two or more U.S. persons Each holder of the account To reduce your risk:
(joint account maintained by an FFI) • Protect your SSN,
4. Custodial account of a minor The minor
2
• Ensure your employer is protecting your SSN, and
(Uniform Gift to Minors Act) • Be careful when choosing a tax preparer.
1
5. a. The usual revocable savings trust The grantor-trustee If your tax records are affected by identity theft and you receive a
(grantor is also trustee)
1 notice from the IRS, respond right away to the name and phone number
b. So-called trust account that is not The actual owner printed on the IRS notice or letter.
a legal or valid trust under state law
If your tax records are not currently affected by identity theft but you
6. Sole proprietorship or disregarded 3
The owner think you are at risk due to a lost or stolen purse or wallet, questionable
entity owned by an individual credit card activity or credit report, contact the IRS Identity Theft Hotline
7. Grantor trust filing under Optional The grantor* at 1-800-908-4490 or submit Form 14039.
Form 1099 Filing Method 1 (see For more information, see Pub. 5027, Identity Theft Information for
Regulations section 1.671-4(b)(2)(i) Taxpayers.
(A)) Victims of identity theft who are experiencing economic harm or a
For this type of account: Give name and EIN of: systemic problem, or are seeking help in resolving tax problems that
8. Disregarded entity not owned by an The owner have not been resolved through normal channels, may be eligible for
individual Taxpayer Advocate Service (TAS) assistance. You can reach TAS by
9. A valid trust, estate, or pension trust Legal entity
4 calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD
1-800-829-4059.
10. Corporation or LLC electing The corporation Protect yourself from suspicious emails or phishing schemes.
corporate status on Form 8832 or Phishing is the creation and use of email and websites designed to
Form 2553 mimic legitimate business emails and websites. The most common act
11. Association, club, religious, The organization is sending an email to a user falsely claiming to be an established
charitable, educational, or other tax- legitimate enterprise in an attempt to scam the user into surrendering
exempt organization private information that will be used for identity theft.

12. Partnership or multi-member LLC The partnership

13. A broker or registered nominee The broker or nominee
Form W-9 (Rev. 10-2018)
The IRS does not initiate contacts with taxpayers via emails. Also, the
IRS does not request personal detailed information through email or ask
taxpayers for the PIN numbers, passwords, or similar secret access
information for their credit card, bank, or other financial accounts.
If you receive an unsolicited email claiming to be from the IRS,
forward this message to phishing@irs.gov. You may also report misuse
of the IRS name, logo, or other IRS property to the Treasury Inspector
General for Tax Administration (TIGTA) at 1-800-366-4484. You can
forward suspicious emails to the Federal Trade Commission at
spam@uce.gov or report them at www.ftc.gov/complaint. You can
contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).
If you have been the victim of identity theft, see www.IdentityTheft.gov
and Pub. 5027.
Visit www.irs.gov/IdentityTheft to learn more about identity theft and
how to reduce your risk.
Page 6
Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your
correct TIN to persons (including federal agencies) who are required to
file information returns with the IRS to report interest, dividends, or
certain other income paid to you; mortgage interest you paid; the
acquisition or abandonment of secured property; the cancellation of
debt; or contributions you made to an IRA, Archer MSA, or HSA. The
person collecting this form uses the information on the form to file
information returns with the IRS, reporting the above information.
Routine uses of this information include giving it to the Department of
Justice for civil and criminal litigation and to cities, states, the District of
Columbia, and U.S. commonwealths and possessions for use in
administering their laws. The information also may be disclosed to other
countries under a treaty, to federal and state agencies to enforce civil
and criminal laws, or to federal law enforcement and intelligence
agencies to combat terrorism. You must provide your TIN whether or
not you are required to file a tax return. Under section 3406, payers
must generally withhold a percentage of taxable interest, dividend, and
certain other payments to a payee who does not give a TIN to the payer.
Certain penalties may also apply for providing false or fraudulent
information.
 Audit Trail

Document Details

Title First Allegiance Agreements

First Allegiance Independent Subcontractor Guidelines and Agreement, Payment Terms,
Confidentiality Agreement, Waiver of Lien Rights, First Allegiance Independent Subcontractor
File Name Insurance Agreement, Background Checks Policy and Agreement, Independent Contractor Status
Agreement, Subcontractor Hold Harmless Agreement, Security Responsibilities and Liabilities,
Form W-9
Document ID 55531a3c445347aca7f2f74f8865f351

Fingerprint 697d9e37926217c7a9a49b3392481ab7

Status Completed

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