Fidelity Charitable Irrevocable Contribution Form and Letter of Instruction Instructions

Check this box if you want to select an asset allocation pool with 20% equity for instant diversification across multiple asset classes.

Enter the percentage for the Asset Allocation 20% Equity pool.

Check this box if you want to allocate 30% equity for instant diversification to multiple asset classes in a single investment.

Enter the percentage of the contribution to be allocated to the Asset Allocation 30% Equity pool.

Check this box to allocate funds to the Asset Allocation 40% Equity pool, which offers instant diversification to multiple asset classes with 40% equity.

Enter the percentage of the total investment to be allocated to the Asset Allocation 40% Equity pool.

Check this box if you want to allocate your investment to the Asset Allocation 50% Equity pool, which is designed for instant diversification.

Enter the percentage of the total allocation for Asset Allocation 50% Equity.

Check this box if you want to allocate your irrevocable contribution to the Asset Allocation 60% Equity pool.

Enter the percentage of the total investment to be allocated to Asset Allocation 60% Equity.

Check this box if you want to allocate your contribution to the Asset Allocation 70% Equity pool.

Enter the percentage to be allocated for the Asset Allocation 70% Equity investment pool.

Check this box if you want to allocate your contribution to the Asset Allocation 85% Equity pool.

Enter the percentage of the total contribution to allocate to the 85% Equity asset pool.

Check this box if you are making a cash contribution that is held at Fidelity.

Provide the amount of cash to be transferred for the contribution.

Enter the Fidelity account number from which the cash will be contributed.

Check this box if you are a donor seeking an 'all-weather' asset allocation pool with exposure to both traditional and non-traditional asset classes.

Enter the percentage of the total contribution to be allocated to the Charitable Legacy Pool.

Provide the total amount of the check.

Check this box if the individual is a U.S. citizen.

Check this box if the individual is a U.S. resident alien.

Please enter your preferred phone number for contact.

Please provide your full street address.

Please enter the city of your residence.

Please enter your state or province.

Please enter your ZIP or postal code.

Please enter your country of residence.

Check this box if you want to allocate your irrevocable contribution using the same percentages as your existing investment pools.

Check this box if you want to manually specify the allocation method for your irrevocable contribution using the options provided below.

Check this box if the assets you are contributing are currently held at Fidelity Investments.

Check this box if the assets you are contributing are currently held outside of Fidelity Investments.

Check this box if your contribution consists of checks, wires, or stock certificates.

Check this box if you intend to contribute restricted stock, stock from a Dividend Reinvestment Plan (DRIP), or other non-publicly traded assets, and note that you will need to contact Fidelity Charitable for this type of contribution.

Enter the full legal name of the firm delivering the assets.

Enter the name of the advisor or broker associated with the delivering firm.

Enter the preferred phone number for the delivering firm or advisor.

Enter the phone extension for the preferred phone number, if applicable.

Enter the street address of the delivering firm.

Enter the city of the delivering firm's address.

Enter the state or province of the delivering firm's address.

Enter the ZIP or postal code of the delivering firm's address.

Enter the country of the delivering firm's address.

Enter the account number held at the delivering firm from which assets are being transferred.

Please enter the first name of the donor.

Please enter the middle initial of the donor.

Please enter the last name of the donor.

Check this box if the contribution is being made by the Fidelity Charitable Giving Account holder.

Check this box if the contribution is being made by someone other than the Fidelity Charitable Giving Account holder.

Check this box if the irrevocable contribution is being made by an entity, such as a trust, partnership, or corporation.

Provide the legal name of the entity, such as a trust, partnership, or corporation, that is making this irrevocable contribution.

Check this box if you are a donor seeking strategies that consider social and environmental factors, while emphasizing financial returns, and wish to allocate to Environmental Impact Access within the Sustainable and Impact Investing Pools.

Enter the percentage of funds to be allocated to Environmental Impact Access.

Enter the Fidelity Charitable Giving Account Number.

Enter the number of shares for the first asset to be transferred.

Enter the approximate dollar amount for the first asset, if known.

Provide a description of the first asset or the name of the security being transferred.

Enter the acquisition date for this lot of the first asset, in MM DD YYYY format, if optional.

Enter the acquisition cost for this lot of the first asset, if optional.

Enter the security symbol for the first asset.

Provide a description of the first security asset being contributed.

Enter the ticker symbol for the first security asset.

Enter the Fidelity account number associated with the first security asset.

Specify the number of shares for the first security asset being contributed.

Provide the acquisition date of the lot for the first security asset, if applicable.

Enter the acquisition cost of the lot for the first security asset, if applicable.

Enter the name of the stock for the first certificate.

Enter the number of shares for the first stock certificate.

Check this box to include Fixed Income Access as part of your custom investment strategy within the Bond category.

Enter the percentage for Fixed Income Access allocation.

Check this box to allocate contributions to Fixed Income within your bond investment selection.

Enter the percentage of the total allocation for Fixed Income.

Provide the unique identification number for the giving account.

Enter the name of the giving account.

Check this box to allocate funds to the Inflation Protected Bond Index.

Enter the percentage of the total investment to be allocated to the Inflation Protected Bond Index.

Check this box if you wish to allocate funds to International Equity Access as part of a custom investment strategy for your Giving Account balance.

Enter the percentage of assets to be allocated to International Equity Access.

Check this box if you wish to allocate funds to International Equity within the Foreign Stock category of single asset class pools.

Enter the percentage of funds to be allocated to International Equity.

Check this box if you want to allocate funds to an International Index foreign stock as part of your custom asset class pool strategy.

Provide the percentage of the investment to be allocated to the International Index.

Check this box if you are providing a managed account number for your contribution to be transferred to the managed account as part of the Charitable Investment Advisor Program (CIAP).

Please enter the managed account number.

Check this box if you want to allocate funds to the Money Market asset class within Option 4: Single Asset Class Pools.

Enter the percentage of allocation for Money Market investments.

Enter the name of the donor or authorized party.

Enter the name of the additional signatory, if dual signatures are required by the firm.

Enter the number of shares for the second asset being transferred.

Enter the approximate dollar amount of the second asset being transferred, if known.

Provide a description of the second asset or the name of the security being transferred.

Enter the acquisition date for the lot of the second asset being transferred.

Enter the acquisition cost for the lot of the second asset being transferred, if known.

Enter the ticker symbol for the second asset being transferred, if applicable.

Enter a description of the second security, stock, or mutual fund being contributed.

Enter the ticker symbol for the second security, stock, or mutual fund being contributed.

Enter the Fidelity Account Number associated with the second security being contributed.

Enter the total number of shares for the second security being contributed.

Enter the optional acquisition date for the lot of the second security being contributed.

Enter the optional acquisition cost for the lot of the second security being contributed.

Enter the name of the second stock certificate.

Enter the total number of shares for the second stock certificate.

Check this box if you want to allocate funds to Short-Term Fixed Income Access as part of your investment strategy.

Enter the percentage of allocation for Short-Term Fixed Income Access.

Check this box to allocate funds to the Sustainable International Index stock investment option, which considers social and environmental factors while emphasizing financial returns.

Enter the percentage of the total allocation to be invested in the Sustainable International Index.

Check this box if you want to allocate funds to a Sustainable U.S. Bond Index as part of a sustainable and impact investing strategy.

Enter the percentage of the total allocation for the Sustainable U.S. Bond Index.

Check this box to allocate funds to the Sustainable U.S. Index Access pool as part of your investment selection.

Please provide the percentage allocation for the Sustainable U.S. Index Access.

Check this box to allocate funds to the Sustainable U.S. Index as part of the Sustainable and Impact Investing Pools.

Enter the percentage of the total allocation for the Sustainable U.S. Index.

Enter the Social Security Number or Tax Identification Number.

Select this option to allocate your contribution to the Total Market Index within the Single Asset Class Pools.

Enter the percentage of allocation for Total Market Index.

Check this box if you will personally initiate the transfer of assets by completing the required steps, which involves contacting the financial institution directly for procedures and forms.

Check this box if you authorize Fidelity Charitable to initiate the transfer of assets on your behalf by completing this form and submitting it to them, especially when transferring mutual funds.

Check this box if you want to allocate funds to the U.S. Bond Index.

Enter the percentage allocation for the U.S. Bond Index.

Check this box to include the U.S. Equity Access fund in your single asset class allocation strategy.

Enter the percentage of allocation for U.S. Equity Access.

Check this box to allocate funds to U.S. Equity as part of a custom single asset class strategy.

Provide the percentage of the total allocation for U.S. Equity.

Please enter the amount of the wire transfer.

Please enter the name of the bank from which the wire transfer will be initiated.