Mutual Fund Redemption - T. Rowe Price

Mutual Fund Redemption - T. Rowe Price

Mutual Fund Redemption ✓ Use this form to: • Redeem shares from T. Rowe Price mutual fund accounts. ✗ Do not use this form to: • Transfer ownership ...

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Mutual Fund Redemption ✓ Use this form to: • Redeem shares from T. Rowe Price mutual fund accounts. ✗ Do not use this form to: • Transfer ownership of shares or redeem shares from IRAs or retirement plan accounts.

1

Account Information

Owner

Social Security Number

Joint Owner

Phone

NOTE: Return any outstanding stock certificates in your possession. Fund Name

Account Number

Amount  All  $*  %  Shares

 All  $*  %  Shares

 For more funds, check this box and attach a separate page. *NOTE: Dollar balances fluctuate daily with the market. If the dollar amount is close to the total balance, provide share amount instead. If you checked “All,” systematic purchases will be cancelled. Contact your payroll department to discontinue payroll deduction. Cost Basis The amount redeemed will use the cost basis method on the account, unless a different method is permissible and checked below for covered shares. Non-covered shares will be disposed of first (unless specific lot identification is provided). Visit troweprice.com/taxplanning for information on cost basis, and consult a tax advisor. If you check a method that is not permissible, we will use the method on the account.  Average Cost  Loss-Gain Utilization  Specific Lot Identification  First In First Out  Last In First Out (Enclose a separate  High Cost  Low Cost page to identify ) lots.  For a different method per fund, check this box and attach a separate page. Computer/Phone Trading. To add computer/phone trading for redemptions and exchanges for future transactions, complete the Account Services form.

2

Mail to: T. Rowe Price P.O. Box 17302 Baltimore, MD 21297-1302

Express delivery only: T. Rowe Price Mail Code 17302 4515 Painters Mill Road Owings Mills, MD 21117-4903

T  his stamp indicates a signature guarantee is required. This paper clip indicates you may need to attach documentation.  Electronic Funds Transfer (EFT). Money will be sent via Automated Clearing House (ACH) unless you check wire. If over $250,000 per fund, it will be sent via wire.  Wire. $5 fee if less than $5,000. Your bank may also charge a fee.  Bank not on file. Check this box and enclose a voided check or letter from the bank on bank letterhead, which provides the A signature guaranaccount number and ACH instructions. To add the bank to your account, complete tee is required. the Account Services form.

3

Signature(s)

By signing below: • I authorize T. Rowe Price to place the redemption requested on this form. I understand the tax consequences of selecting the cost basis method provided on this form and had the opportunity to consult with a tax advisor before making this selection. NOTE: Sign in front of signature guarantor if signature guarantee required. A signature guarantee is required if: 1. The check is made payable to a party other than the registered owner(s). 2. The check is mailed to a new address or one not on the account. 3. You are requesting the money to be sent to a bank not on file. All owners must sign. Signature(s) and Date(s) Required Owner

Date (mm/dd/yyyy)

-X Joint Owner

Date (mm/dd/yyyy)

-X Signature Guarantee You can obtain the Medallion signature guarantee from most banks, savings institutions, or broker-dealers. We cannot accept guarantees from notaries public or non-Medallion guarantors. The level of coverage provided by the guarantor’s stamp must cover the dollar amount of the transaction or it may be rejected. Medallion Signature Guarantee—Place Medallion Stamp Below

Alternate Payment Methods

A check will be mailed to the address on file unless you check a box below.  Make check payable to the name and address below. A signature  Check to update this address. guarantee is required. Name

Address

City

FMF4EXRD 4/16_w

State

ZIP Code

Questions? troweprice.com | 800-225-5132

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