American Century Investments^® Brokerage Account Application

Accounts are available only to U.S. citizens and U.S. resident aliens.

Complete this Application to open an Individual or Joint American Century Investments Brokerage account.
Click on the appropriate PDF if you want to open a:
Please keep a copy of this application for your records.

Step 1: Choose Your Account Registration

Choose Your Account Type

A standard account will be opened. To upgrade to a Corestone Account ^® which includes additional features such as unrealized gain/loss tracking and debit card, complete and return the Brokerage Corestone Account Application .

Choose Your Account Registration

Individual Joint

Step 2: Provide Account Information

Complete for Individual or Joint Account

We will use the first owner's name and U.S. Social Security number for IRS reporting purposes unless you give alternate instructions.

Prefix:

First Name:*

Middle Initial:

Last Name:*

Suffix:

Social Security
Number:*

Date of Birth:*

Citizenship:* /> U.S. Citizen /> U.S. Resident Alien

Country of Citizenship:*

Joint Owner's Prefix:

Joint Owner's First Name:*

Joint Owner's Middle Initial:

Joint Owner's Last Name:*

Joint Owner's Suffix:

Joint Owner's Social Security Number:*

Joint Owner's Date of Birth:*

Joint Owner's Citizenship:* U.S. Citizen U.S. Resident Alien

Country of Citizenship:*

Joint Ownership Registration:

Your account will be registered as joint tenants with rights of survivorship. If you wish to elect a different tenancy clause, or reside in Louisiana, please complete a paper application.

Step 3: Provide Contact Information

Provide Your Address

Primary Owner's Street Address

Address Line 1:*

Telephone number (daytime):*

Address Line 2:

Telephone number (evening):*

City:*

State:*

ZIP:*

Primary Owner's Mailing Address (check if same as above)

Address Line 1:*

Address Line 2:

City:*

State:*

ZIP:*

Step 4: Provide Affiliation/Institutional Account Information

We are required to have all the information below before we can open this account.

Step 5: Provide Funding Information

Designate Account Funding

The minimum initial investment for a standard account is $2,500 and $10,000 for a Corestone account. Checks must be payable to American Century Brokerage.*

Step 6: Select Additional Services

Select Additional Account Services

Complete for Internet Access: Go to americancentury.com/brokerage for account information, online trading, and to sign up for electronic delivery of your account documents.

Provide one email address:*

Automatic Sweep Account (required)

The sweep program consists of sweep options, which may include money market mutual funds or bank deposit products. Once a sweep option is elected, any free credit balance in your brokerage account will be automatically invested into the sweep product selected. Any debits in your brokerage account will also be covered automatically by redemptions, to the extent you have a balance in the sweep product sufficient to cover the debit balance.

Select one of the money market funds below.*If you do not select a fund, your cash balance will automatically be swept into the Prime Money Market fund.

California Tax-Free Money Market Fund (refer to prospectus for state availability) Capital Preservation Fund Prime Money Market Fund Tax-Free Money Market Fund (income may be subject to the Alternative Minimum Tax) U.S. Government Money Market Fund

You should consider the fund's investment objectives, risks, and charges and expenses carefully before you invest. The fund's prospectus or summary prospectus , which can be obtained by calling 1-888-345-2071, contains this and other information about the fund, and should be read carefully before investing. Investments are subject to market risk.

The disclosure below applies to the California Tax-Free Money Market Fund, Prime Money Market Fund and the Tax-Free Money Market Fund.
An investment in the fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.

The disclosure below applies to the Capital Preservation Fund and the U.S. Government Money Market Fund.
You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund's sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

CheckWriting (optional)

Establish the convenience of easy access to your American Century Brokerage account by completing the Brokerage CheckWriting Service Authorization .

Establish a Corestone Account and enjoy the flexibility of CheckWriting, Visa ^� Debit Card and enhanced cost basis tracking by completing the Brokerage Corestone Account Application .

Enhanced Cost Basis (optional)

I would like to set up Enhanced Cost Basis, which will display realized/unrealized gains on statements and online, for an annual cost of $25, waived for Priority Investors.

Add Bank Information (optional)

To invest funds from your bank or to send funds to your bank by ACH (Automated Clearing House) or wire, complete our Brokerage Investment and Redemption Form .

Margin Feature

Margin borrowing may provide overdraft protection and a secured line of credit for liquidity of purchases. To provide you with these benefits, the account may automatically be established with the margin feature unless you check the box below.

I DO NOT want to add the margin feature to my account.

Addition of this feature is subject to American Century Investments' approval and may require a review of your credit history. Margin borrowing involves additional risks and is not suitable for all investors. Submitting this application acknowledges that you have read the Margin Agreement section of the Customer Agreement and agree to their terms.

Cost Basis Reporting Method

For information on your default cost basis elections and options available to you, please visit What the Changes to Cost Basis Mean to You.

Duplicate Statements

If you would like duplicate account statements or trade confirmations sent to a different address, please provide the address below.

Please send duplicate statements. Please send duplicate trade confirmations.

Name:*

Address Line 1:*

Address Line 2:

City:*

State:*

ZIP:*

Mutual Fund and Equity Dividend Reinvestments

Dividend and capital gain distributions may be reinvested or swept into your brokerage account. New mutual fund purchases default to reinvest. Equity purchases default to pay the distributions as cash to your sweep account. A security issuer may declare an optional dividend that requires you elect either cash or stock prior to payment. We will apply your dividend reinvestment instruction to any future optional dividends, unless you notify us of alternate instructions prior to the election cut-off time. If you desire to change the defaults, please contact us at 1-888-345-2071 once your account is established.

Step 7: Read American Century Brokerage Agreement

Read and Submit

* I/We acknowledge receipt of a current prospectus for the applicable American Century Investments money market fund.

* I/We acknowledge that American Century Investment Services, Inc. ("American Century"), acting through one of its divisions, American Century Brokerage, does not provide investment, tax or legal advice and makes no recommendations concerning securities purchases and sales.

* With my signature on this document, I authorize any free credit balance in my account to be automatically invested into the sweep product elected, unless I instruct American Century differently. Pershing LLC is further authorized to rely on instructions that I give to American Century regarding my sweep elections. I agree that my sweep option may be changed, including changes between money market funds and bank deposit products, with prior notification to me.

* All securities transactions are accepted by American Century on an unsolicited basis and are the result of independent action by me/us.

* If a brokerage Standard Account with CheckWriting or Corestone Account is selected, I/we consent and agree to all terms and conditions of Section II of the Customer Agreement.

* If I choose, I authorize PNC Bank, N.A. to issue Visa(R) debit card(s), and The Bank of New York Mellon to issue checks as indicated on this application. Prior to submitting, I/we have received and read Section II of the Customer Agreement, as currently in effect and as amended from time to time, which governs my Brokerage Account and associated debit card, CheckWriting and related services, and I agree to be bound by such Customer Agreement.

* To the extent that I/we engage in Precious Metals transactions, I/we agree to all terms and  conditions of the Precious Metals Section of the Customer Agreement.

* In consideration of American Century, its employees or agents providing the services established on this form, I/we agree to defend, hold harmless and indemnify American Century, its officers, agents, employees, affiliates and successors from all losses, claims, expenses and liabilities that any of them may suffer arising from, or as a result of, American Century's acceptance of transaction instructions through these services.

* I/We understand that neither American Century nor any affiliated companies shall be responsible or liable for any damages related to online service including, but not limited to, those caused by theft, unauthorized access, failure of electronic or mechanical equipment, communications line failure, telephone or interconnectivity problems, or other occurrences beyond their control.

* Pershing will report tax information, including cost basis information for sales of covered securities, to the IRS annually. American Century is not required to report tax information on financial institutions, insurance companies or C Corporations. We will use the default disposition method of First In First Out (FIFO) in reporting cost basis for a sales of all securities, except for mutual funds transferred directly from American Century Investments with average cost disposition. Bonds contain a provision that allow investors to amortize the premium or accrue the discount using different methods. We will amortize taxable bond premiums, accrue market discount based on the Ratable Method, and not include market discount in income annually unless advised otherwise. Additional information regarding cost basis methods can be found at americancentury.com. You may make an alternative election by forwarding a signed request to American Century. Please consult a tax advisor for any questions regarding your specific tax situation.

* Important Information About New Accounts: A federal law, established to help stop the funding of terrorism and money laundering activities, requires financial institutions to verify the identity of each person who opens an account. American Century will verify your identity using the documents and information requested on this application. In some instances, we may request additional documentation.

I/WE ACKNOWLEDGE THAT SECURITIES NOT FULLY PAID FOR BY ME/US MAY BE LOANED TO AMERICAN CENTURY OR PERSHING LLC, A SUBSIDIARY OF THE BANK OF NEW YORK MELLON CORPORATION, OR LOANED OUT TO OTHERS. 

I/WE HAVE RECEIVED, READ, UNDERSTOOD, CONSENT AND AGREE TO ALL TERMS AND CONDITIONS OF THE AMERICAN CENTURY BROKERAGE CUSTOMER AGREEMENT ("CUSTOMER AGREEMENT") AND FURTHER ACKNOWLEDGE THAT THE CUSTOMER AGREEMENT CONTAINS A PREDISPUTE ARBITRATION CLAUSE, WHICH 
IS LOCATED IN SECTIONS B.23 AND B.24, PAGE 14, AND SECTIONS 20 AND 21, PAGE 32, IN THE CUSTOMER AGREEMENT, AND AGREE TO BE BOUND BY ITS TERMS.

* I understand this online application is binding and that by clicking 'Submit' below that I am entering into a binding contract with American Century Brokerage under the terms described in this application.

By Checking this I agree to the above terms and affirm that the information I provided is accurate.*

Under penalties of perjury, I certify that:

1. Taxpayer ID

The number on this form is my correct taxpayer identification number.

2. Backup Withholding

I am not subject to backup withholding because:

(a) I am exempt from backup withholding, or

(b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or

(c) the IRS has notified me that I am no longer subject to backup withholding.

I am subject to backup withholding because:

(a) I am not exempt from backup withholding, or

(b) I have been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or

(c) the IRS has not notified me that I am no longer subject to backup withholding.

The IRS does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

3. Citizenship

I am a U.S. citizen or other U.S. person.

We do not accept written trade instructions. To initiate a trade, please access your account at americancentury.com or call TeleSelect at 1-888-345-2091 or contact us at 1-888-345-2071.

American Century Investments respects your privacy. We may use the information you provide to communicate with you and to provide information about our products and services. Read more about our Privacy & Security Policy Link Opens New Window

Brokerage Services are provided by American Century Brokerage, a division of American Century Investment Services, Inc., registered broker/dealer, member FINRA Link to External Site , SIPC .

Name of fund/account number:	Transfer in-kind	Shares:	All
Name of fund/account number:	Liquidate	Dollars:	All
Name of fund/account number:	Transfer in-kind	Shares:	All
Name of fund/account number:	Liquidate	Dollars:	All

American Century Investments^® Brokerage Account Application

Step 1: Choose Your Account Registration

Choose Your Account Type

Choose Your Account Registration

Step 2: Provide Account Information

Complete for Individual or Joint Account

We will use the first owner's name and U.S. Social Security number for IRS reporting purposes unless you give alternate instructions.

Step 3: Provide Contact Information

Provide Your Address

Step 4: Provide Affiliation/Institutional Account Information

We are required to have all the information below before we can open this account.

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) employed by or affiliated with a member firm of an exchange or FINRA, including American Century Investments?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a registered investment advisor?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a natural person, corporation, partnership, trust or otherwise, with total assets of at least $50 million?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a director, a 10% shareholder or policy-making executive of a publicly traded company?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a large trader?*

Step 5: Provide Funding Information

Designate Account Funding

The minimum initial investment for a standard account is $2,500 and $10,000 for a Corestone account. Checks must be payable to American Century Brokerage.*

Step 6: Select Additional Services

Select Additional Account Services

Complete for Internet Access: Go to americancentury.com/brokerage for account information, online trading, and to sign up for electronic delivery of your account documents.

Step 7: Read American Century Brokerage Agreement

Read and Submit

Under penalties of perjury, I certify that:

1. Taxpayer ID

2. Backup Withholding

3. Citizenship

American Century Investments® Brokerage Account Application

Step 1: Choose Your Account Registration

Choose Your Account Type

Choose Your Account Registration

Step 2: Provide Account Information

Complete for Individual or Joint Account

We will use the first owner's name and U.S. Social Security number for IRS reporting purposes unless you give alternate instructions.

Step 3: Provide Contact Information

Provide Your Address

Step 4: Provide Affiliation/Institutional Account Information

We are required to have all the information below before we can open this account.

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) employed by or affiliated with a member firm of an exchange or FINRA, including American Century Investments?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a registered investment advisor?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a natural person, corporation, partnership, trust or otherwise, with total assets of at least $50 million?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a director, a 10% shareholder or policy-making executive of a publicly traded company?*

Are you (any account owner, trustee, agent or authorized signer) or an immediate family member (spouse or domestic partner, minor child or a relative who shares your home) a large trader?*

Step 5: Provide Funding Information

Designate Account Funding

The minimum initial investment for a standard account is $2,500 and $10,000 for a Corestone account. Checks must be payable to American Century Brokerage.*

Step 6: Select Additional Services

Select Additional Account Services

Complete for Internet Access: Go to americancentury.com/brokerage for account information, online trading, and to sign up for electronic delivery of your account documents.

Step 7: Read American Century Brokerage Agreement

Read and Submit

Under penalties of perjury, I certify that:

1. Taxpayer ID

2. Backup Withholding

3. Citizenship

American Century Investments^® Brokerage Account Application