Designation of Beneficiaryfor Retirement AccountsUse this form to designate beneficiaries for your American Century Investments retirement accounts.Save time by submitting your designation online. Go to americancentury.com/bene for details.Read before you complete your designation Provide all information requested. You must include your signature and the date signed in step 7. If you are married, spousal consent may be required. Please see step 5 for details. If a trust is your beneficiary, submit a copy of the title page, signature page, and trustee/successor trustee pagesof the trust document. Benefits will be paid only to beneficiaries that outlive you. If you prefer benefits to be paid per stirpes, do notcomplete this form. Instead, call us to request a per stirpes form.Please print clearly in CAPITAL letters, using black ink.1Provide Information About YourselfOwner’s U.S. Social Security number.First name()Telephone:2Middle initial.Last name( Daytime Evening CellTelephone:) Daytime Evening CellChoose the Account Type to Which This Designation Will ApplyYou may designate beneficiaries for retirement accounts which you own, are the Responsible Individual or werenamed the beneficiary by a deceased owner. The beneficiary designation does not apply to qualifiedretirement plan accounts. If you wish to designate beneficiaries for a qualified retirement plan, please do notcomplete this form; instead, call your employer for instructions.Indicate below the types of accounts to which your designation applies. You may select "all my retirementaccounts" or choose only specific types of accounts. If you do not mark any boxes, you are authorizing us to applyyour designation to all of your retirement and beneficiary accounts.Q All my retirement accounts,* including any beneficiary accounts I own due to the death of the originalaccount owner.Or, select specific account types below. Please select beneficiary account types ONLY if the account registrationlists your name "as beneficiary of" a deceased account owner.Q Roth IRAQ SEP IRAQ SARSEP IRAQ Traditional/Rollover IRAQ SIMPLE IRA (Savings Incentive Match Plan for Employees IRA)Q 403(b)Q 457(b)Q Beneficiary Traditional/Rollover IRAQ Beneficiary Roth IRAQ Beneficiary SEP IRAQ Beneficiary SARSEP IRAQ Beneficiary SIMPLE IRA Q Beneficiary 403(b) Q Beneficiary 457(b)* Retirement accounts include: Traditional/Rollover IRA, Roth IRA, SEP IRA, SARSEP IRA, SIMPLE IRA, 403(b), 457(b), andany Beneficiary Accounts in these plans. Updates to a Traditional IRA designation also apply to a Rollover IRA and viceversa. A Rollover IRA is a Traditional IRA that only contains assets rolled over from a former qualified retirement plan.Page 1 of 5CL-FRM-96342
3Designate Your Primary BeneficiariesPlease provide all requested information about each beneficiary. If you would like to list more than fourprimary beneficiaries, photocopy this page and attach it. If any of your primary beneficiaries are not living atthe time of your death, benefits will be divided proportionately among the remaining primary beneficiaries.In the event of my death, distribute the balance of my account(s) to:.First name.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street addressCity.Social Security/Tax ID number.StateZIP.Date of birth / trust date (mm-dd-yyyy)Relationship to you.Middle initialFirst nameLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street addressCity.State.Social Security/Tax ID numberZIP.Relationship to you.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street addressCity.StateZIP%.Social Security/Tax ID numberDate of birth / trust date (mm-dd-yyyy).First nameRelationship to you.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street address.City.StateZIP%.Date of birth / trust date (mm-dd-yyyy)Relationship to youIf you do not indicate percentages, benefits will be paid in equal shares.Page 2 of 5%.Date of birth / trust date (mm-dd-yyyy)First nameSocial Security/Tax ID number%Total mustequal 100%CL-FRM-96342
4Designate Your Secondary BeneficiariesPlease provide all requested information about each beneficiary. If you would like to list more than foursecondary beneficiaries, photocopy this page and attach it. If any of your secondary beneficiaries are not living atthe time of your death, benefits will be divided proportionately among the remaining secondary beneficiaries.If my primary beneficiaries listed on this designation are not living at the time of my death, distribute the balance to:.First name.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street addressCity.Social Security/Tax ID number.StateZIP.Date of birth / trust date (mm-dd-yyyy).First nameRelationship to you.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street address.City.Social Security/Tax ID numberState.ZIPRelationship to you.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street address.CityState.ZIP%.Social Security/Tax ID numberDate of birth / trust date (mm-dd-yyyy).First nameRelationship to you.Middle initialLast nameIndicatePercentagefor thisBeneficiaryOR Trust or entity name.Street address.City.StateZIP%.Date of birth / trust date (mm-dd-yyyy)Relationship to youIf you do not indicate percentages, benefits will be paid in equal shares.Page 3 of 5%.Date of birth / trust date (mm-dd-yyyy)First nameSocial Security/Tax ID number%Total mustequal 100%CL-FRM-96342
5Obtain Spousal Consent, if NecessaryIf your spouse has NOT been named as the sole primary beneficiary, spousal consent may be required.It is the account owner’s responsibility to determine if spousal consent is required and to ascertain if the languageon this form satisfies applicable state statues. American Century Services, LLC, State Street Bank and TrustCompany, and any affiliate and/or any of their directors, trustees, employees and agents are not liable for anyconsequences resulting from your failure to provide spousal consent.Generally, notarized spousal consent is required if: Your account is a retirement account and you live in a community property state. -OR Your account is a 403(b) that is subject to the Qualified Preretirement Survivor Annuity (QPSA) requirementof ERISA. Under this provision, if you are married or later become married and your spouse is not named assole primary beneficiary, your designation will not be valid unless your spouse has provided consent withnotarization, regardless of whether you live in a community property state. Check with your employer todetermine if your plan is subject to this provision.Spousal ConsentAs the spouse, by signing my name below, I acknowledge that: I have read this form and understand that my spouse did NOT designate me as sole primary beneficiary. I voluntarily, unconditionally, and irrevocably consent to this designation and understand that if I were to declineto sign this consent, as the account owner’s or participant’s surviving spouse, I would be entitled to 100% ofany death benefits payable at the time of the account owner’s/participant’s death. For 403(b) Spouses: I have read and understand the explanation and waiver of QPSA provided by my spouse’semployer; I understand the financial effect of my spouse’s election to waive the QPSA and I waive all rights to aQPSA under my spouse’s 403(b) plan.Name of spouse (please print)Spouse’s signature (must be notarized)DateState of County ofOn this day of , appeared before me in person,the person whose signature appears above, to me personally known to be the person who executed the aboveforegoing consent and acknowledged to me that (s)he executed the same as his or her own free act and deedand for the purpose therein stated.Notary public’s printed nameCommission expires (mm-dd-yyyy)Page 4 of 5Notary public’s signature (Seal)CL-FRM-96342
6Authorization to Release Information (optional)By completing this section, I authorize American Century Investments to release the name(s) of my beneficiary(ies)as indicated below for the purpose of confirming/obtaining beneficiary contact information after notification of mydeath. (Mark all that apply or leave this section blank to indicate none.)Q To any of my beneficiaries (beneficiaries are allowed to know who the other beneficiaries are).Q To the individual listed below.Relationship to youFull name.Street addressApt./Unit.City.(.ZIP)Telephone:Email addressStateDaytimeEveningCellYou may revoke the authorization to release information at any time by submitting a new beneficiarydesignation.7Provide Your Signature and the Date SignedBy signing and dating this form, I confirm I have reviewed the following and authorize this designation. Thisdesignation revokes all previous designations for the accounts selected in step 2. Spousal consent has been obtained, if necessary. It is my responsibility to review and update my designation as soon as possible following a change in family status (marriage, divorce, birth/adoption, death) or if abeneficiary’s information changes. I understand that in the event of a divorce, a designation of a former spouse may not be valid unless my former spouse is redesignated by submitting a new beneficiary form after the divorce is final. If no valid beneficiary designation is on file at the time of my death, assets will be distributed in accordance with the beneficiary provisions described in the custodialagreement in effect at the time of my death. I understand that I may change my designation at any time and changes are effective when accepted by AmericanCentury, the Custodian and the plan administrator (whichever is applicable). I understand that the beneficiary designation submitted herewith is not revoked orchanged by any provision of my will, personal trust or other separate agreement (e.g., prenuptial agreement or divorce settlement agreement), and only beneficiaryrevocations or designations filed with and accepted by American Century prior to my death are considered valid and enforceable. 403(b) Investors: I acknowledge that if I am married at the time of my death, my surviving spouse is not designated as my sole primary beneficiary, and the plan issubject to the QPSA requirements of ERISA, this designation of beneficiaries will not be valid unless my surviving spouse has waived the QPSA (on a form provided bymy employer) and consented to this beneficiary designation (step 5 of this form).Please sign your name exactly as it appears on your account, indicate the date signed, and mail theentire form to us.SignatureDate (Required)Printed name of person signing, if different from step 1Investors Using AdvisorsP.O. Box 419786Kansas City, MO 64141-67861-800-378-4998Page 5 of 5For Overnight Deliveries:American Century Investment Services, Inc., Distributor 2020 American Century Proprietary Holdings, Inc. All rights reserved.CL-FRM-96342 2006American Century Investments430 W. 7th St.Kansas City, MO 64105-1407Traditional, Rollover and Roth IRAsP.O. Box 419200Kansas City, MO 64141-62001-800-345-2021All Other Retirement PlansP.O. Box 419385Kansas City, MO 64141-63851-800-345-3533americancentury.com
* Retirement accounts include: Traditional/Rollover IRA, Roth IRA, SEP IRA, SARSEP IRA, SIMPLE IRA, 403(b), 457(b), and any Beneficiary Accounts in these plans. Updates to a Traditional IRA designation also apply to a Rollover IRA and vice versa. A Rollover IRA is a Traditional IRA that only contains assets rolled over from a former qualified .