See below for information on how to vote FOR NexPoint’s nominees using the GREEN proxy card. Voting instructions are based on how shares are held:
Your control number for the GREEN proxy card is included in the materials that NexPoint has sent to shareholders. If you do not have a green proxy card or cannot locate your control number, Okapi Partners will provide assistance. (Contact information below under Voting Assistance.)
Yes. Shareholders who already voted with management’s white proxy card can change their vote to support NexPoint’s nominees by submitting the GREEN proxy card. To change your vote you need your GREEN control number located in NexPoint’s proxy materials (NOT the one used for your original vote). Only the latest dated vote will count.
See a list of FAQs for more answers to common shareholder questions: FAQs for UDF IV Trustee Election
HOW TO VOTE
If shares are held through a broker, follow the below instructions.
If you receive your proxy materials by mail, you can submit your vote by telephone.
If you receive your proxy materials by mail, you can complete the enclosed voting instruction form by:
HOW TO VOTE
If shares are held directly through the transfer agent, follow the below instructions.
Submit your vote online at www.okapivote.com/UDFIV2024. When prompted, please enter the control number listed on the proxy card included in the package that was mailed to you
Call (866) 763-6519 to submit your vote on a touch-tone phone. When prompted, please enter the control number listed on the GREEN proxy card included in the package that was mailed to you.
Complete the GREEN proxy card that was mailed to you. After marking, signing, and dating the card, return the completed card in the mail using the pre-paid return envelope included in the materials.
SHAREHOLDER SUPPORT
A member of the Okapi Partners team can provide voting assistance:
Note: You may have to request your green control number through your broker. See instructions below.
You may have to request your unique control number for the GREEN proxy card from your broker. (Broker customer service numbers are included in the tab below for main brokerage firms.)
Call your broker’s customer service hotline.
You may be prompted to enter your social security number and/or account number. You may also be prompted to say the reason for your call in a few words. If prompted, please say “proxy” or “proxy voting”.
Request non-management green control number for United Development Funding IV annual meeting.
Tell the representative that you are requesting the control number(s) for United Development Funding IV’s upcoming annual shareholder meeting. Give them the Company’s CUSIP number.
It is critical that they provide the NON-MANAGEMENT GREEN CONTROL NUMBER(S).
Customer service representatives tend to only provide customers with the first control number they see, which often Management’s control number. The representative may need to toggle screens within their systems to locate the non-management green control number(s). You may need to instruct them to do so.
Submit vote with control number at proxyvote.com.
Once you have these numbers, you can enter them into www.proxyvote.com.
Charles Schwab: (800) 323-4332
Fidelity: (800) 343-3548
LPL: (800) 558-7567
Pershing: (877) 870-7230
Morgan Stanley: (888) 454-3965
Wells Fargo: (877) 879-2495
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