Account Services

✓ Use this form to: Mail to: Express delivery only:

• Change bank information, distributions, computer/phone trading T. Rowe Price T. Rowe Price Mail Code 17302
privileges, or systematic investments. P.O. Box 17302 4515 Painters Mill Road
Baltimore, MD 21297-1302 Owings Mills, MD 21117-4903
This phone indicates this can be done by phone.
This paper clip indicates you may need to attach documentation. This stamp indicates a signature guarantee is required.
This monitor indicates this can be done online. ✍ This hand indicates where to sign.

1 Account Information 4 Systematic Plans

Complete separate forms for accounts that are not identically owned. Requests to add, change, or stop a systematic plan may be done
Changes will apply to all identically owned accounts (except systematic online or by phone if a bank account is on file.
plans) unless you attach instructions.

Owner, Trustee, or Minor Social Security Number 4A Invest via Automatic Asset Builder (AAB)

Complete this section to establish AAB via EFT or update an existing

Joint Owner, Co-trustee, or Custodian (if applicable) Contact Phone AAB from your bank account. Minimum investment is $100. Not avail-
able for Inherited IRAs.
Check Frequency
Account Number ☐ Monthly ☐ Quarterly ☐ Semiannually ☐ Annually
Start (mm/yyyy): (if blank, current month)

Fund Name Amount Date*

2 Computer/Phone Trading $ &

 omputer/phone trading privileges for exchanges, purchases, and

C IRA contributions: Contributions will be current-year contributions
redemptions (purchases and redemptions are not available for unless you check the boxes below to indicate prior year.
Inherited IRAs) will automatically be added unless stated otherwise or ☐ January ☐ February ☐ March ☐ April (on or before the 15th)
the box is checked below.
☐ R emove computer/phone trading privileges for purchases, redemp- 4B Automatic Withdrawal
tions, and exchanges. I understand I must make these requests in
writing and will not be able to trade via the Internet or phone.
Complete this section to set up automatic withdrawals from a taxable
account. Do not use this section for IRAs. To take an IRA distribution or
3 Bank Information change an IRA systematic withdrawal plan, use the IRA Distribution form
or you may be able to make the request online or by phone.
This service allows you to move money between your bank account and ☐ EFT to bank account.
T. Rowe Price mutual fund (Fund) account(s) quickly and easily via the ☐ Check mailed to address of record.
Automated Clearing House (ACH) network. Electronic funds transfers
(EFTs) occur when you initiate them. Check Frequency
☐ Monthly ☐ Quarterly ☐ Semiannually ☐ Annually
E nclose a voided check or a letter signed by the bank on bank
letterhead, which provides the account number, registration, and Start (mm/yyyy): (if blank, current month)
ACH instructions. Fund Name Amount Date*
☐ Checking account or ☐ Savings account
$
Check one:
☐ Establish EFT or replace current bank account. Default account for *NOTE: If blank, default is on or about the first business day of the month.
all systematic plans and transactions.
☐ Add this bank to my account as a second bank. Check one:
☐ Primary bank. Default account for all systematic plans and 5 Dividends and Capital Gains
transactions. Existing bank account becomes a secondary bank.
☐ Secondary bank. Bank account is available on request. Existing Do not use this section for IRAs. For IRAs, call the number below.
bank account remains the primary bank.
Dividends
Brokerage Advantage Customers: Bank information cannot be added ☐ Reinvest ☐ EFT to bank ☐ Check mailed to address of record
online or by phone. ☐ Invest in T. Rowe Price fund name and account number noted below

Capital Gains
☐ Reinvest ☐ EFT to bank ☐ Check mailed to address of record
☐ Invest in T. Rowe Price fund name and account number noted below

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 NOTE: Sign in front of signature guarantor if signature guarantee is required.
6 Signature(s) A signature guarantee is required if:
• A dding a bank account and you are not an owner, a signature guaran-
• By signing this form, I authorize T. Rowe Price Services, Inc. (TRPS), tee is required for all bank account owners and all mutual fund owners.
the Fund, and their agents to act on any instructions believed to be • Distributions invested in differently owned account in Section 5.
genuine for any service authorized on this form, including computer/
phone services. The Funds and TRPS use reasonable procedures to Account Owner(s) Sign Below
verify the identity of the shareholder and the person(s) granted trading
6A
privileges, if applicable, when servicing an account by computer/phone.
I understand that it is TRPS’s policy to accept transaction instructions Signature(s) and Date(s) Required
from and provide account information to the account owner(s) only,
unless the account owner(s) has provided authorization to TRPS, in Owner/Custodian/Trustee Date (mm/dd/yyyy)
a form acceptable to TRPS, to grant trading privileges or to provide
(or permit access to) account information to another person. I further -X
understand that it is my responsibility to monitor the activity in my
Joint Owner/Trustee/POA Agent or Attorney-in-Fact Date (mm/dd/yyyy)
account and to not provide account information, including my online
user name and password, to anyone. TRPS’s liability for unauthor-
ized transactions is subject to the terms and conditions of its Account -X
Protection Program. Exchange proceeds may be invested in identi-
cally owned accounts, or a redemption check, payable to the account
owner(s), can be mailed only to the address of record. All services are 6B Bank Account Owner(s) Sign Below
subject to conditions set forth in each Fund’s prospectus.
• B y adding bank information, I authorize TRPS to initiate credit and All owners of the bank account in Section 3 who are not owners in
debit entries to my account at the financial institution indicated and Section 1 must sign in the presence of a signature guarantor.
for the financial institution to credit or debit the same in such account
through the ACH network, subject to the rules of the financial institu- Signature(s) and Date(s) Required
tion, ACH, and the Funds. TRPS may correct any transaction error Bank Account Owner Date (mm/dd/yyyy)
with a debit or credit to my financial institution account and/or Fund
account. This authorization, including any credit or debit entries initi-
ated thereunder, is in full force and effect until I notify TRPS of its -X
revocation by telephone or in writing and TRPS has had sufficient time Bank Account Owner Date (mm/dd/yyyy)
to act on it.
Under penalties of perjury, I certify that: -X
1. The number shown on this form is my correct taxpayer identifica-
tion number.
2. I am not subject to backup withholding because: 6C Signature Guarantee
a. I am exempt from backup withholding;
b. I have not been notified by the Internal Revenue Service (IRS) You can obtain the Medallion signature guarantee from most banks,
that I am subject to backup withholding as a result of a failure savings institutions, or broker-dealers. We cannot accept guarantees
to report all interest and dividends; or from notaries public or non-Medallion guarantors. The level of coverage
c. The IRS has notified me that I am no longer subject to backup provided by the guarantor’s stamp must cover the dollar amount of the
withholding. transaction or it may be rejected.
Cross out this item 2 if you have been notified by the IRS that
Medallion Signature Guarantee—Place Medallion Stamp Below
you are currently subject to backup withholding.
3. I am a U.S. citizen or other U.S. person (as defined in the IRS
Form W-9 instructions).
4. The FATCA code(s) entered (if any) indicating that I am exempt
from FATCA reporting is correct. Exemption Code (if any):
codes only apply to accounts maintained outside the U.S. by
certain foreign financial institutions. For an account you hold in
the United States you may leave this field blank. For a list of
FATCA exemption codes and more information on FATCA please
visit http://www.irs.gov/pub/irs-pdf/fw9.pdf.
If I fail to give the correct number or fail to sign this form, T. Rowe Price
may reject, restrict, or redeem my account. I may also be subject to
backup withholding, and I may be subject to an IRS penalty.
The Internal Revenue Service does not require consent to any
provision of this document other than the certifications required to
avoid backup withholding.

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