Fillable Mutual Fund Redemption - T. Rowe Price printable pdf download

Mutual Fund Redemption

Mail to:

Express delivery only:

✓ Use this form to:

T. Rowe Price

T. Rowe Price Mail Code 17302

• Redeem shares from T. Rowe Price mutual fund accounts.

P.O. Box 17302

4515 Painters Mill Road

✗ Do not use this form to:

Baltimore, MD 21297-1302

Owings Mills, MD 21117-4903

• Transfer ownership of shares or redeem shares from IRAs or

retirement plan accounts.

This 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

Account Information

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.

Owner

Social Security Number

 Bank not on file. Check this box and enclose a voided check

or letter from the bank on bank letterhead, which provides the

account number and ACH instructions.

A signature guaran-

Joint Owner

Phone

tee is required.

To add the bank to your account, complete

the

Account Services

form.

NOTE: Return any outstanding stock certificates in your possession.

Signature(s)

Fund Name

Account Number

Amount

 All  $*  %  Shares

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

 All  $*  %  Shares

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

 For more funds, check this box and attach a

separate

page.

required. A signature guarantee is required if:

* NOTE: Dollar balances fluctuate daily with the market. If the dollar

1. The check is made payable to a party other than the registered owner(s).

amount is close to the total balance, provide share amount instead.

2. The check is mailed to a new address or one not on the account.

If you checked “All,” systematic purchases will be cancelled. Contact

3. You are requesting the money to be sent to a bank not on file.

your payroll department to discontinue payroll deduction.

All owners must sign.

Cost Basis

Signature(s) and Date(s) Required

The amount redeemed will use the cost basis method on the account,

unless a different method is permissible and checked below for covered

Owner

Date (mm/dd/yyyy)

shares. Non-covered shares will be disposed of first (unless specific lot

identification is provided). Visit

for informa-

- X

tion 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.

Joint Owner

Date (mm/dd/yyyy)

 Loss-Gain Utilization  Specific Lot

 Average Cost

Identification

- X

 First In First Out  Last In First Out

(Enclose a separate

 Low Cost

 High Cost

page to identify

Signature Guarantee

lots.

)

You can obtain the Medallion signature guarantee from most banks,

savings institutions, or broker-dealers. We cannot accept guarantees

 For a different method per fund, check this box and attach a

separate

from notaries public or non-Medallion guarantors. The level of coverage

page.

provided by the guarantor’s stamp must cover the dollar amount of the

Computer/Phone Trading. To add computer/phone trading for redemp-

transaction or it may be rejected.

tions and exchanges for future transactions, complete the

Account

Services

form.

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

guarantee is required.

 Check to update this address.

Name

Address

City

State

ZIP Code

FMF4EXRD

| 800-225-5132

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Mutual Fund Redemption - T. Rowe Price

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