Fillable Information On Assets To Be Transferred (Page 2 of 2) in pdf

Signature Guarantee (if required by your broker)

SECTION III

Most brokerage firms and financial institutions accept guarantees from eligible guarantor institutions

as defined by the Securities and Exchange Act of 1934, such as commercial banks that are FDIC

members, trust companies, and firms that are members of a domestic stock exchange. Account owners

must sign this form in the presence of an officer at the guarantor institution.

SIGNATURE GUARANTEE STAMP HERE:

NAME OF BANK OR BROKER

SIGNATURE OF OFFICER

TITLE OF OFFICER

PRINT NAME OF OFFICER

DATE

Brokerage Account Numbers

SECTION IV

The T. Rowe Price Program for Charitable Giving maintains accounts at certain financial institutions.

This makes it possible to transfer securities directly into a T. Rowe Price Program for Charitable

Giving Brokerage account. If the securities that you wish to donate are held at any of the financial

institutions listed below, please check the first box in Section I and indicate the name of the firm and

the account number in the spaces provided.

Name of Financial Institution

Program Account Number

Deutsche Bank Alex. Brown

5XF-208956

†

E*Trade

60611166

Charles Schwab & Co., Inc.

4146-9295

Morgan Stanley Smith Barney LLC

633-114400-579

TD AMERITRADE

881060990

For all other financial institutions, check the second box in Section I to indicate that the transfer will

be made to the Program’s account at Pershing LLC.

†

E*Trade may require you to complete its Charitable Donation Form instead of the Program’s

Delivery Instructions form. It is best to check with E*Trade regarding this possibility. If completing

the E*Trade form, include the Program’s full name and the Program’s account number at E*Trade,

listed above, in the section pertaining to cash/stock donated to an organization with an existing

E*Trade account.

Transferring Shares held by a Transfer Agent

If the shares you wish to donate are held by a financial institution acting as the transfer agent (i.e.,

BNY Mellon, Computershare, etc.), alternative paperwork may be required to transfer the shares

into an account in the name of The T. Rowe Price Program for Charitable Giving. You will need

to speak directly with the transfer agent and follow the instructions provided to transfer the shares

from your account to a new account set up by the transfer agent in the Program’s name. The date

the shares are transferred in good order to the Program’s account at the transfer agent is the gift date,

and the donor is eligible for a charitable tax deduction as of that date.

The entire process can take several weeks, so you can expect a delay in seeing the proceeds placed

in your Program account. Please send or fax a completed Adding to a Program Account form

or Program Account form (new accounts) so the Program will be aware of the transfer and your

investment recommendation for the proceeds. If you would like additional guidance on these types

of transfers, please call a Program representative at 1-800-690-0438.

05566-10.wbi

K96-083 10/12

123680

rogram

iving

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Information On Assets To Be Transferred Page 2

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