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Automatic Investments

Use this form to establish, update, or delete an automatic investment plan that allows you to regularly invest in the core position or in mutual fund(s) in a Fidelity nonretirement or ABLE account; HSA; 529 College Savings Plan; Fidelity managed account (whether nonretirement, IRA, or HSA); IRA or SEP IRA. Do NOT use this form to establish, update, or delete an automatic investment plan to or from Defined Contribution Retirement Plan accounts, SIMPLE IRAs, Inherited IRAs, or annuities, or to set up investments coming from a 529 College Savings Plan or an ABLE account. Type on screen or fill in using CAPITAL letters and black ink. If you need more room for information or signatures, make a copy of the relevant page.

Helpful to Know

? R eview Automatic Investments--Transaction Policies at the end of this form for important information regarding

policies and timing of transactions.

? To set up or change the reinvestment status of dividends or capital gains in a nonretirement account, complete the Earnings Automatic Withdrawal Plan form available at forms.

? An automatic investment typically involves two separate

? If you have a Workplace Fidelity HSA or a Self-Directed

transactions: a debit to a source account and a purchase in

Brokerage account connected to your workplace retirement

the receiving account. In some cases, the purchase will go

plan (i.e., your employer offers the Fidelity HSA or your

forward even if there are insufficient funds available in the

retirement plan as part of your workplace benefits program) and

source account, which may cause a debit balance in the

you want to automatically invest your HSA payroll contributions,

receiving account. (See Automatic Investments--Transaction

please visit NetBenefits..

Policies for more details.)

529 Accounts

? For nonretirement accounts and HSAs, you must already

? The maximum electronic funds transfer (EFT) contribution

have an investment in any mutual fund in which you would

amount is $50,000 per transaction.

like to automatically invest.

HSAs

? For SEP IRAs, automatic investments are appropriate only

? If you still plan to automatically invest your non-payroll HSA

for sole proprietors who will monitor the deposits to avoid

contributions, please consider your time horizon and risk

making contributions beyond their deductible limit.

tolerance as well as your liquidity needs for payment of

? All automatic investments must meet mutual fund eligibility and minimum investment requirements, as described in the

ongoing medical expenses, including payments using your debit card or Fidelity BillPay?.

applicable fund prospectus, fact kit, or disclosure document. ABLE Accounts

You cannot invest in accounts that are restricted.

? The maximum aggregate contribution (including EFT

? T here are no transaction fees for automatic investments into

contributions) amount is $14,000 per year. Automatic

Fidelity funds or FundsNetwork? No Transaction Fee (NTF) funds. investments will terminate once this limit is reached.

For all other funds, there is a $5 fee for each automatic invest- ? If there is a Person with Signature Authority (PSA) established

ment, in addition to any other fees that may apply. Your bank

on this account, the PSA must sign this form. Otherwise,

or other financial institution may also charge transaction fees.

the Designated Beneficiary/Eligible Individual must sign

in Section 4.

1. Account Owner(s)

Business/Trust Accounts: Provide entity name here and authorized individual name/signature in Section 4.

529 College Savings Plan Accounts: Provide the

name of the Participant.

ABLE Accounts: Provide the name of the Person

with Signature Authority, if established, OR the

Designated Beneficiary.

Name Additional Owner Name if applicable Primary Phone

Form continues on next page.

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020401001

2. Investment Instructions

The receiving account can be an IRA, a nonretirement account, a 529 College Savings Plan, a Fidelity managed account, an HSA, or an ABLE account. It cannot be a Defined Contribution Retirement Plan account, Inherited IRA, or annuity.

Check ONLY one.

ESTABLISH a new Automatic Investment Plan. Leave any existing plans in place. Default if no choice indicated. Complete all sections of this form.

C HANGE an existing Automatic Investment Plan. Replace with the plan described on this form. Complete all sections of this form.

DELETE all existing Automatic Investment Plans. DO NOT ADD a new plan. Skip to Section 4.

Brokerage accounts: Investments will be placed in the core position unless

you specify the mutual fund position(s) on the

following page.

529/ABLE/Fidelity managed accounts: Investments will be placed in the core position and then applied according to your current model portfolio or your most recent investment allocation information on file.

Fidelity Account Number

Investment Amount

$

Required.

Minimum Investments

? All Fidelity funds: $10

? Non-Fidelity funds: Specified fund minimum (see applicable fund prospectus)

? IRAs: If investing in a fund you do not already own, $200 monthly or $600 quarterly

? 529 College Savings Plans: $15 monthly or $45 quarterly

? ABLE accounts: $15 monthly or $45 quarterly

? Fidelity managed accounts: $250 Note: Depending on the managed account product type, contributions may remain in the core position until either a certain threshold, time period, or other conditions such as account size, funding source, or market conditions are met. For additional information, please contact a Service Specialist at 800-544-3455.

Frequency of Investments

We may sometimes process investments later than the date(s) you request in this section. Examples include investments (or contributions) that are scheduled for a day when the stock market is closed (such as a holiday or weekend day) or for a day that doesn't exist in every month (29th?31st). We generally will process the investment on the next business day. Refer to the Automatic Investments--Transaction Policies page for important information about transaction time frames and exceptions.

IRA contributions will be credited and reported for the year in which they occur, meaning they will always be "current year" contributions. Do not exceed the applicable IRS maximum. For more about contribution limits, go to . For 529 or ABLE accounts, if you exceed the maximum amount (annual and/or lifetime limit) that may be contributed to your account, your Automatic Investments or EFT option may be suspended and any excess contributions will be returned to you. If either service is suspended due to excess contributions, contact Fidelity for further information.

Be sure the start date is at least 10 days later than the date you mail this form.

Monthly Quarterly

Start Date MMDDYYYY

End Date MMDDYYYY Optional.

If you check this box,

Customized Schedule (X):

select at least two

withdrawals per year.

Jan

Feb

Mar

Apr

May

Jun

If no start date is provided, investments

will begin on the first day of the frequency

provided.

Jul

Aug

Sept

Oct

Nov

Dec

Investment Instructions continues on next page.

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020401002

2. Investment Instructions, continued

Invest in These Funds For nonretirement accounts and HSAs, you must already have an investment in any mutual fund listed below.

Required for Mutual Fund Only accounts. Optional for Brokerage accounts. Individual securities other than mutual funds may not

be listed.

Do NOT complete this section for 529/ABLE/

Fidelity managed accounts.

Fund Name Fidelity fund or non-Fidelity FundsNetwork fund Fund Name Fidelity fund or non-Fidelity FundsNetwork fund Fund Name Fidelity fund or non-Fidelity FundsNetwork fund Fund Name Fidelity fund or non-Fidelity FundsNetwork fund

Symbol Symbol Symbol Symbol

Amount

$

Amount

$

Amount

$

Amount

$

Fund Name Fidelity fund or non-Fidelity FundsNetwork fund

Symbol

Amount

$

3. Source of Investments

Check ONLY one and provide any required information.

E lectronic fund transfer (EFT) from your account at a bank or other financial institution. You must be an owner on the bank account. To establish new instructions, you MUST attach a voided check, deposit slip, or bank statement with the account number and all owner names preprinted on it.

See "Important Information about Electronic Funds Transfer (EFT)" at the end of this form.

C hecking

Savings

Owner(s) Name(s) Exactly as on Bank Account

Bank Routing/ABA Number

Bank Name

Checking or Savings Account Number

Source account and receiving account are both the account identified in Section 2. Money will be taken from the core position for brokerage accounts. For Mutual Fund Only accounts, provide the source fund. Not available for 529 or ABLE accounts.

Fund Name

The source account and the receiving

account must have at least one owner

in common.

The source account and the receiving

account must have the same owner.

The source account and the receiving

account must have the same owner.

Nonretirement Fidelity account.

Fidelity Nonretirement Account Number Fund Name Optional. Money will be taken from core position if left blank.

Symbol

Fidelity IRA. This option is ONLY available if transferring from a non-managed IRA to a managed IRA.

Fidelity IRA Number

Fund Name Optional. Money will be taken from core position if left blank.

Symbol

Fidelity HSA. This option is ONLY available if transferring from a non-managed HSA to a managed HSA.

Fidelity HSA Number

Fund Name Optional. Money will be taken from core position if left blank.

Symbol

Form continues on next page.

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020401003

4. S ignature and Date Form cannot be processed without signature(s) and date(s).

ALL businesses and entities must also complete Section 5.

In the section below, "Fidelity," "us," and "we" refer to Fidelity Brokerage Services LLC, Fidelity Management Trust Company, and National Financial Services LLC and their affiliates, and their employees, agents, representatives, shareholders, successors, and assigns as the context may require; "you" and "account owner" refer to the owner indicated on the account form; and for any account with more than one owner (such as a joint or trust account), "you" and "account owner" or "account owners" refer to all owners, collectively and individually.

By signing below, you:

? Authorize and request Fidelity to make the withdrawals, deposits, and investments indicated on this form to and from the account(s) indicated in Sections 2 and 3.

? Acknowledge that this authorization may only be revoked by providing notice of revocation to Fidelity, in such time and manner as to afford Fidelity and each bank a reasonable opportunity to act upon it.

? Agree to pay any transaction fees your bank may charge in connection with transactions authorized by this form.

? Authorize Fidelity to act on all instructions given on this form.

? Certify that all information you provided is true, accurate, and complete.

? Agree to indemnify and hold Fidelity harmless from any and all losses, costs, claims, or financial obligations that may arise from any act or omission of you with respect to your account and from any and all losses, costs, claims, or financial obligations that may arise from acting upon the instructions provided herein.

? Accept all terms and conditions described in this form.

Customers requesting EFT:

? Authorize us, upon receiving instructions from you, or as otherwise authorized by you, to make payments from you and to you or your designee, by credit or debit entries to the designated account at the financial institution indicated in the form ("Bank"). You authorize the Bank to process such entries and to credit or debit the designated account at that Bank for such entries. You ratify such instructions and agree that neither we nor any mutual fund will be liable for any loss, liability, cost, or expense for acting upon all such instructions believed to be genuine if we employ reasonable procedures to prevent unauthorized transactions. You agree that this authorization may only be revoked by written notice to us in such time and manner as to afford us and the Bank a reasonable opportunity to act upon it.

? Understand that Fidelity will not be liable for any loss, expense, or cost arising out of your instructions, provided that it institutes reasonable procedures to prevent unauthorized transactions.

? Acknowledge that you have read and agree to the Important Information about Electronic Funds Transfer ("EFT") document, if you have elected to use EFT.

? Understand that Fidelity may purge unused EFT instructions from your account(s) on a periodic basis without notice to you.

? Understand that Fidelity may terminate the EFT instructions from your account(s) at any time in its sole discretion.

For Business Accounts, if you are the sole officer, you:

? State that you are authorized to enter into transactions in mutual fund shares on behalf of the organization.

? State that you are the sole officer of, and the sole individual authorized to act on behalf of, the registered owner.

For Trust Accounts:

? By signing as a trustee, I certify that I have the power and authority under the trust agreement and applicable law to enter into all transactions, including purchases, sales, and exchanges and redemptions of mutual funds, and deliver any documents necessary to open and maintain accounts on behalf of the trust.

One authorized signature is required unless you have a Mutual Fund Account (the account number begins with a 2 followed by two letters), in which case, all owners must sign.

A Medallion signature guarantee is required if the investment amount is greater than $100,000 per transaction.

If the form is completed at a Fidelity Investor Center with all signers present, the Medallion signature guarantee is not required. You can get a Medallion signature guarantee from most banks, credit unions, and other financial institutions. A notary seal/stamp is NOT a Medallion signature guarantee.

PRINT OWNER/AUTHORIZED INDIVIDUAL NAME

MEDALLION SIGNATURE GUARANTEE

D AT E

SIGN

OWNER/AUTHORIZED INDIVIDUAL SIGNATURE

X

TODAY'S DATE MM/DD/YYYY

X

PRINT OWNER/AUTHORIZED INDIVIDUAL NAME

MEDALLION SIGNATURE GUARANTEE

SIGN

OWNER/AUTHORIZED INDIVIDUAL SIGNATURE

X

TODAY'S DATE MM/DD/YYYY

X

Form continues on next page.

D AT E

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020401004

5. B usiness/Entity Account Certification ALL businesses and entities must review this section.

If there is only one officer, that officer must sign in Section 4. If there is more than one officer, an authorized individual other than those signing in Section 4 must also sign below in this Section 5.

By signing below, you:

? S tate that the individual(s) signing above is (are) authorized to enter into these transactions on behalf of the organization.

? S tate that, if you are the same individual signing above, that you are the sole officer of, and the sole individual authorized to act on behalf of, the registered owner.

A Medallion signature guarantee is required if the investment amount is greater than $100,000 per transaction.

If the form is completed at a Fidelity Investor Center with all signers present, the Medallion signature guarantee is not required. You can get a Medallion signature guarantee from most banks, credit unions, and other financial institutions. A notary seal/stamp is NOT a Medallion signature guarantee.

PRINT AUTHORIZED INDIVIDUAL NAME

MEDALLION SIGNATURE GUARANTEE

PRINT AUTHORIZED INDIVIDUAL TITLE

SIGN

AUTHORIZED INDIVIDUAL SIGNATURE

X

DATE MM/DD/YYYY

X

D AT E

Did you sign the form and attach a check or any necessary documents? Send the ENTIRE form and any attachments to Fidelity Investments. You will receive a "Revised Account Profile."

Questions? Go to or call 800-343-3548.

Regular mail Fidelity Investments PO Box 770001 Cincinnati, OH 45277-0002

Overnight mail Fidelity Investments 100 Crosby Parkway KC1K Covington, KY 41015

On this form, "Fidelity" means Fidelity Brokerage Services LLC and its affiliates. Brokerage services are provided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 592523.10.0 (02/23)

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020401005

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