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Fidelity Advisor Change of Ownership

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Fidelity Advisor Change of Ownership Page 1 of 3 Use this form to transfer ownership of your existing Fidelity Advisor Funds ® nonretirement account. You cannot use this form to make changes to a Fidelity Advisor 529 account or a Fidelity prototype retirement account, including an IRA. Type on screen or fill in using CAPITAL letters and black ink. Helpful to Know If you have outstanding certificates, they must be endorsed and returned before the transfer is executed. Complete a New Account Application in addition to this form if you are transferring to a new account. If you want to establish a Transfer on Death (TOD) or Power of Attorney (POA) registration, additional paperwork will be required. Call the number on the last page for instructions. A signature is required in Section 5. 1. Current Account Information Must be completed in full. Owner/Trustee/Custodian Name First, M.I., Last Date of Death MM DD YYYY (if applicable) Joint Owner/Trustee/Custodian Name First, M.I., Last Date of Death MM DD YYYY (if applicable) Name of Trust if applicable Account Number required SSN, TIN, ITIN, or EIN required Daytime Phone 2. Transfer Amount Check one. ■  A. Full Transfer OR ■  B. Partial Transfer (Complete details below.) Transfer Details TRANSFER 1 Fund Number Amount OR Number of Shares $ . . TRANSFER 2 Fund Number Amount OR Number of Shares $ . . TRANSFER 3 Fund Number Amount OR Number of Shares $ . . TRANSFER 4 Fund Number Amount OR Number of Shares $ . . 3. Transfer Instructions Use this section to transfer fund shares to an existing account or the new account established in the New Account application. Transfers will be made into the same class of shares. Check one. ■  A. Transfer to a new account.* Fill out the New Account application. OR ■  B. Transfer to an existing account.* Provide your account number. Account Number * Unless you otherwise notify Fidelity in writing, the cost basis method currently noted in our records for your fund/account will be applied to this transaction. 1.740570.122 015610201
Transcript
Page 1: Fidelity Advisor Change of Ownership

Fidelity Advisor

Change of Ownership

Page 1 of 3

Use this form to transfer ownership of your existing Fidelity Advisor Funds® nonretirement account. You cannot use this form to make changes to a Fidelity Advisor 529 account or a Fidelity prototype retirement account, including an IRA.

Type on screen or fill in using CAPITAL letters and black ink.

Helpful to Know• If you have outstanding certificates, they must be

endorsed and returned before the transfer is executed. • Complete a New Account Application in addition to

this form if you are transferring to a new account.

• If you want to establish a Transfer on Death (TOD) or Power of Attorney (POA) registration, additional paperwork will be required. Call the number on the last page for instructions.

• A signature is required in Section 5.

1. Current Account InformationMust be

completed in full.

Owner/Trustee/Custodian Name First, M.I., Last Date of Death MM DD YYYY (if applicable)

Joint Owner/Trustee/Custodian Name First, M.I., Last Date of Death MM DD YYYY (if applicable)

Name of Trust if applicable

Account Number required SSN, TIN, ITIN, or EIN required Daytime Phone

2. Transfer AmountCheck one. ■  A. Full Transfer OR ■  B. Partial Transfer (Complete details below.)

Transfer Details

TRANSFER 1Fund Number Amount

ORNumber of Shares

$ . .

TRANSFER 2Fund Number Amount

ORNumber of Shares

$ . .

TRANSFER 3Fund Number Amount

ORNumber of Shares

$ . .

TRANSFER 4Fund Number Amount

ORNumber of Shares

$ . .

3. Transfer InstructionsUse this section to transfer fund shares to an existing account or the new account established in the New Account application. Transfers will be made into the same class of shares.

Check one. ■  A. Transfer to a new account.* Fill out the New Account application.

OR

■  B. Transfer to an existing account.* Provide your account number. Account Number

* Unless you otherwise notify Fidelity in writing, the cost basis method currently noted in our records for your fund/account will be applied to this transaction.

1.740570.122 015610201

Page 2: Fidelity Advisor Change of Ownership

Page 2 of 3

4. Reason for TransferCheck one. ■  Transfer Due to Death (Multi-Owner Accounts Only)

■ Percentage of assets invested by each owner is unknown – If checked, the basis currently noted in our records for your fund/account will be carried over.

OR

■  Surviving joint owner is surviving spouse – Cost basis will be adjusted per IRS regulations for inherited assets.

OR

■   Surviving joint owner is not the surviving spouse – To properly adjust the cost basis, provide the percentage of assets invested by each owner.

Name of Owner Percentage

% Name of Owner Percentage

% Name of Owner Percentage

%

Non-Death related transfers will be considered an account re-registration unless one of the following boxes is checked:

■  Transfer Due to Gift (This section must be completed by the gift recipient)

Print Name of Gift Recipient Date of Gift MM - DD - YYYY

Gift Recipient Signature for Fair Market Value Acceptance Date MM - DD - YYYY

SIG

N

If no gift date is provided, we will default to the date the transaction is processed. If receiving funds as a gift, the gift recipient must sign above if they wish to accept the shares with a cost basis equal to the fair market value on the date of the gift. These shares will then be averaged with any pre-existing and future shares. If the acceptance is not provided, a new account will be set up tracking cost basis on each lot individually, with default disposal method of first in, first out unless an alternate disposal method is provided. Note: This section does not apply on a UTMA/UGMA when minor has reached age of majority.

■  Transfer Due to Divorce

015610202

Page 3: Fidelity Advisor Change of Ownership

Page 3 of 3

Fidelity Investments Institutional Operations Company LLC

923010.2.0 1.740570.122 1220

The trademarks and service marks appearing herein are the property of FMR LLC.

5. Signatures and Dates Form cannot be processed without signatures and dates.

Complete all appropriate sections of this form, then sign and date below to initiate transfer.• A signature guarantee is required when removing an account owner

or a complete ownership change is requested and the total amount of all fund positions is greater than $10,000, unless otherwise stated in the transfer instructions page.

• A signature guarantee is required when adding a new owner to an account and the total amount of all fund positions is greater than $100,000.

Print Shareholder Name First, M.I., Last Print Joint Owner Name First, M.I., Last

Shareholder Signature* Date MM - DD - YYYY Joint Owner Signature* Date MM - DD - YYYY

SIG

N

SIG

N

* Electronically signed documents may only be submitted by your intermediary firm which has executed a signed Electronic Signature Use and Indemnification Agreement with FIIOC and no notary or signature guarantee is required.

▼ SIGNATURE GUARANTEE STAMP ▼ ▼ SIGNATURE GUARANTEE STAMP ▼

Your signature may need to be guaranteed. A signature guarantee is designed to protect you and Fidelity from fraud. You should be able to obtain a signature guarantee from a bank, broker/dealer, credit union (if authorized under state law), securities exchange or association, clearing agency, or savings association. A notary public cannot provide a signature guarantee. We cannot accept a notarization instead of a signature guarantee.

Did you print and sign the form, and attach any necessary documents? Send the form and any necessary documents to Fidelity.

Questions? For help completing this form, call 800-522-7297 (Financial Representatives) or 877-208-0098 (Shareholders), between 8:30 a.m. and 7:00 p.m. Eastern time, any day the New York Stock Exchange is open, or visit i.fidelity.com.

Regular mail

Fidelity Investments Institutional Operations Company LLC (FIIOC)P.O. Box 770002 Cincinnati, OH 45277-0082

Overnight mail

Fidelity Investments InstitutionalOperations Company LLC (FIIOC)100 Crosby Parkway, KC1GCovington, KY 41015

015610203

Page 4: Fidelity Advisor Change of Ownership

Fidelity Advisor

Individual New AccountApplication

Use this form to open an individual new account.

Type on screen or fill in using CAPITAL letters and black ink.

Helpful to Know• You cannot use this application to open a retirement

account.• Entity accounts (Trust, Partnership, Corporation, Estate,

or Other Entity): Complete the Fidelity Advisor Funds Entity New Account Application.

• Investment-only retirement accounts: Complete the Fidelity Advisor Funds Investment-Only Retirement Account Application.

• If you are requesting a waiver of sales charge, complete the Fidelity Advisor Funds Request for Waiver of Sales Charge form and submit the form with this application.

• Make your check payable to Fidelity Advisor Fund(s).• If you want to establish a Power of Attorney (POA)

registration, additional paperwork will be required. Call us at 800-522-7297 for more information.

1. Account RegistrationCheck one

registration type.UGMA/UTMAs: If state is left blank, the state listed

in the account’s address of record will be the

designated state.

*Attach a copy of a valid government-issued photo

ID, e.g., driver’s license.

■  Individual

■  Investment Club or Sole Proprietorship

■  Joint – Rights of Survivorship

■  Joint – Tenants in Common

■  Joint – Community Property

■  Joint – Tenants by Entirety

■  Custodial Account (UGMA/UTMA): Under the (state) UGMA/UTMA Age of Minor

Note: Joint Tenant accounts will default to Rights of Survivorship if no other option is selected (excluding residents of Louisiana).

Owner/Custodian Name First, M.I., Last Owner/Custodian SSN

Former Name First, M.I., Last (if applicable)

Owner/Custodian Date of BirthMM DD YYYY Owner Driver’s License Number*

State of Issuance

Citizenship

■  U.S. Citizen ■ Resident Alien (Country of citizenship) _______________________________________________

Joint Owner/Minor Name First, M.I., Last Joint Owner/Minor SSN

Joint Owner/Minor Date of Birth MM DD YYYY Joint Owner Driver’s License Number*

State of Issuance

Citizenship

■  U.S. Citizen ■ Resident Alien (Country of citizenship) _______________________________________________

All fields are required.Mailing Address

Street Address Apartment

City State Zip/Postal Code

Daytime Phone Email

continued on next page

1.789590.151 017040601Page 1 of 12

Page 5: Fidelity Advisor Change of Ownership

1. Account Registration

U.S. Residential Address ■ Check if same as Mailing Address.

For P.O. Box mailing addresses, complete

U.S. Residential Address section.

Street Address Apartment

City State Zip/Postal Code

For joint accounts only. ■  Joint account owner(s) and owner have a different residential address. If joint account owner has a different residential address, attach a letter of instruction including the joint owner’s(s’) residential address.

2. Financial Representative Information You are required to appoint a Financial

Representative as agent for you on your Fidelity

Advisor account to execute investment and other instructions made

by you or on your behalf. To be completed by your Financial Representative.

Firm Number Branch Number Firm Name*

Representative Number Representative Name First, M.I., Last

Branch Mailing Address Apartment

City State Zip/Postal Code

Phone Representative Email

For Back Office Use Only uBroker Identification Number (BIN)

Complete this section if Fidelity should contact

your representative assistant with questions about this application.

* If your firm utilizes an external clearing house, indicate the name of the clearing firm here:

Clearing Firm Name

Representative Assistant Name First, M.I., Last Representative Assistant Phone

3. Investment OptionsTo link your bank account to Fidelity Advisor Money Line, complete Section 9.

If you submit a check to purchase shares,* indicate below how Fidelity should allocate the purchase into Fidelity Advisor Funds.

Additional purchases can be requested by phone or

on i.fidelity.com with Fidelity Advisor

Money Line.®

Speak to your Financial Representative or visit i.fidelity.com for the most up-to-date list

of funds.Unless otherwise

indicated, all future purchases will be

invested according to the investment instructions detailed in this section.

Fidelity Advisor International Equity Funds Class A Class C Class M Class Z $ or %

FA Canada ■  1856 ■  1858 ■  1859 ■  3263

FA China Region ■  2064 ■  2066 ■  2067 ■  3264

FA Climate Action Fund ■  6386 ■  6387 ■  6388 ■  6390

FA Diversified International ■  0731 ■  0733 ■  0735 ■  2527

FA Emerging Asia ■  0756 ■  0758 ■  0760 ■  3274

FA Emerging Markets ■  6355 ■  6356 ■  6357 ■  6359

FA Emerging Markets Discovery ■  2375 ■  2376 ■  2377 ■  3265

FA Europe ■  2632 ■  2634 ■  2635 ■  3266

FA Focused Emerging Markets ■  1286 ■  1288 ■  1289 ■  2530

FA Global Capital Appreciation ■  0751 ■  0753 ■  0755

FA Global Commodity Stock ■  2121 ■  2123 ■  2124 ■  3276

FA Global Equity Income ■  2408 ■  2409 ■  2411 ■  3275

FA Global Real Estate ■  2849 ■  2850 ■  2851

continued

continued on next page

017040602Page 2 of 12

Page 6: Fidelity Advisor Change of Ownership

3. Investment OptionsFidelity Advisor International Equity Funds continued Class A Class C Class M Class Z $ or %

FA International Capital Appreciation ■  0288 ■  0281 ■  0292 ■  2886

FA International Discovery ■  1397 ■  1399 ■  1401 ■  2534

FA International Growth ■  1985 ■  1987 ■  1988 ■  2535

FA International Real Estate ■  1851 ■  1853 ■  1854

FA International Small Cap ■  1258 ■  1260 ■  1261 ■  3267

FA International Value ■  1612 ■  1614 ■  1615 ■  3269

FA Japan ■  2256 ■  2258 ■  2259 ■  3270

FA Latin America ■  2244 ■  2253 ■  2254 ■  3271

FA Overseas ■  0252 ■  0485 ■  0175 ■  2884

FA Total Emerging Markets ■  2370 ■  2371 ■  2372 ■  3272

FA Total International Equity ■  1980 ■  1982 ■  1983 ■  2892

FA Worldwide ■  2143 ■  2145 ■  2146 ■  3273

Fidelity Advisor Domestic Equity Funds Class A Class C Class M Class Z $ or %

FA Real Estate ■  1128 ■  1130 ■  1131

FA Biotechnology ■  0112 ■  0114 ■  0115

FA Communication Services ■  3324 ■  3326 ■  3325

FA Consumer Discretionary ■  0185 ■  0282 ■  0195

FA Consumer Staples ■  1779 ■  1781 ■  1782 ■  3234

FA Energy ■  0247 ■  0528 ■  0166

FA Financial Services ■  0183 ■  0284 ■  0193

FA Gold ■  1784 ■  1786 ■  1787 ■  3235

FA Health Care ■  0177 ■  0285 ■  0191

FA Industrials ■  0184 ■  0283 ■  0194

FA Materials ■  1789 ■  1791 ■  1792 ■  3236

FA Semiconductors ■  0138 ■  0119 ■  0139

FA Technology ■  0187 ■  0476 ■  0192

FA Telecommunications ■  1794 ■  1796 ■  1797 ■  3237

FA Utilities ■  0186 ■  0477 ■  0196

FA Capital Development ■  0396 ■  1448 ■  1449

FA Convertible Securities ■  2148 ■  2150 ■  2151

FA Diversified Stock ■  0395 ■  1444 ■  1445 ■  2528

FA Dividend Growth ■  0714 ■  0716 ■  0720 ■  2529

FA Equity Growth ■  0245 ■  0479 ■  0286 ■  2531

FA Equity Income ■  0246 ■  0480 ■  0280 ■  2532

FA Equity Value ■  0879 ■  0884 ■  0885 ■  2883

FA Founders ■  3349 ■  3350 ■  3351

FA Growth & Income ■  0272 ■  0481 ■  0274 ■  2885

FA Growth Opportunities ■  0248 ■  0482 ■  0168 ■  2533

FA Large Cap ■  0250 ■  0483 ■  0534 ■  2889

FA Leveraged Company Stock ■  0102 ■  0104 ■  0105 ■  2536

FA Mega Cap Stock ■  2034 ■  2036 ■  2037 ■  2537

FA Mid Cap II ■  1359 ■  1361 ■  1362 ■  2538

FA Mid Cap Value ■  1816 ■  1818 ■  1819 ■  2894

FA New Insights ■  1277 ■  1279 ■  1280 ■  2539

continued

continued on next page

017040603Page 3 of 12

Page 7: Fidelity Advisor Change of Ownership

3. Investment OptionsFidelity Advisor Domestic Equity Funds continued Class A Class C Class M Class Z $ or %

FA Small Cap ■  0294 ■  0297 ■  0299 ■  2540

FA Small Cap Growth ■  1377 ■  1379 ■  1381 ■  2891

FA Small Cap Value ■  1383 ■  1385 ■  1386

FA Stock Selector All Cap ■  2443 ■  2448 ■  2444 ■  2541FA Stock Selector Large Cap Value ■  1810 ■  1812 ■  1813 ■  2893FA Stock Selector Mid Cap ■  0251 ■  0484 ■  0531 ■  2888FA Stock Selector Small Cap ■  1862 ■  1864 ■  1865 ■  2887FA Sustainability U.S. Equity Fund ■  6392 ■  6393 ■  6394 ■  6396FA Value ■  1316 ■  1318 ■  1319 ■  2890FA Value Leaders ■  1266 ■  1268 ■  1269FA Value Strategies ■  0266 ■  5636 ■  0174FA Women’s Leadership ■  3397 ■  3398 ■  3399 ■  3401

Fidelity Advisor Asset Allocation Funds Class A Class C Class M Class Z $ or %

FA Asset Manager® 20% ■  1761 ■  1763 ■  1764 ■  3255FA Asset Manager® 30% ■  1961 ■  1963 ■  1964 ■  3256FA Asset Manager® 40% ■  1966 ■  1968 ■  1969 ■  3257FA Asset Manager® 50% ■  1766 ■  1768 ■  1769 ■  3258FA Asset Manager® 60% ■  1971 ■  1973 ■  1974 ■  3259FA Asset Manager® 70% ■  2108 ■  2110 ■  2111 ■  3260FA Asset Manager® 85% ■  1771 ■  1773 ■  1774 ■  3261FA Balanced ■  0249 ■  0478 ■  0170 ■  2526FA Freedom® 2005 Fund ■  1291 ■  1293 ■  1294 ■  3239FA Freedom® 2010 Fund ■  1184 ■  1186 ■  1187 ■  3240FA Freedom® 2015 Fund ■  1296 ■  1298 ■  1299 ■  3241FA Freedom® 2020 Fund ■  1189 ■  1191 ■  1192 ■  3242FA Freedom® 2025 Fund ■  1302 ■  1304 ■  1305 ■  3243FA Freedom® 2030 Fund ■  1194 ■  1196 ■  1197 ■  3244FA Freedom® 2035 Fund ■  1307 ■  1309 ■  1310 ■  3245FA Freedom® 2040 Fund ■  1199 ■  1202 ■  1203 ■  3246FA Freedom® 2045 Fund ■  1599 ■  1602 ■  1603 ■  3247FA Freedom® 2050 Fund ■  1605 ■  1607 ■  1608 ■  3248FA Freedom® 2055 Fund ■  2334 ■  2335 ■  2337 ■  3249FA Freedom® 2060 Fund ■  2709 ■  2710 ■  2711 ■  3250FA Freedom® 2065 Fund ■  3408 ■  3409 ■  3410 ■  3412FA Freedom® Income Fund ■  1205 ■  1207 ■  1208 ■  3238FA Freedom® Blend 2005 Fund ■  3203 ■  3204 ■  3205 ■  3207FA Freedom® Blend 2010 Fund ■  3194 ■  3195 ■  3196 ■  3198FA Freedom® Blend 2015 Fund ■  3185 ■  3186 ■  3187 ■  3189FA Freedom® Blend 2020 Fund ■  3176 ■  3177 ■  3178 ■  3180FA Freedom® Blend 2025 Fund ■  3166 ■  3167 ■  3168 ■  3170FA Freedom® Blend 2030 Fund ■  3157 ■  3158 ■  3159 ■  3161FA Freedom® Blend 2035 Fund ■  3148 ■  3149 ■  3150 ■  3152FA Freedom® Blend 2040 Fund ■  3139 ■  3140 ■  3141 ■  3143FA Freedom® Blend 2045 Fund ■  3129 ■  3131 ■  3132 ■  3134FA Freedom® Blend 2050 Fund ■  3120 ■  3121 ■  3122 ■  3124FA Freedom® Blend 2055 Fund ■  3109 ■  3111 ■  3113 ■  3115FA Freedom® Blend 2060 Fund ■  3096 ■  3097 ■  3098 ■  3101FA Freedom® Blend 2065 Fund ■  3419 ■  3420 ■  3421 ■  3423FA Freedom® Blend Income Fund ■  3212 ■  3213 ■  3214 ■  3216FA Strategic Dividend & Income® ■  1321 ■  1323 ■  1324

continued

continued on next page

017040604Page 4 of 12

Page 8: Fidelity Advisor Change of Ownership

3. Investment OptionsFidelity Advisor Taxable Income Funds Class A Class C Class M Class Z $ or %

FA Corporate Bond ■  2209 ■  2217 ■  2218

FA Environmental Bond Fund ■  6380 ■  6381 ■  6382 ■  6384

FA Floating Rate High Income ■  0861 ■  0871 ■  0872FA Global Credit ■  2424 ■  2425 ■  2426FA Global High Income ■  2298 ■  2299 ■  2301FA Government Income ■  1755 ■  1757 ■  1758FA High Income ■  3311 ■  3313 ■  3312 ■  3316

FA High Income Advantage ■  0258 ■  0521 ■  0165FA Investment Grade Bond ■  1118 ■  1124 ■  1125 ■  3251FA Limited Term Bond ■  0261 ■  0524 ■  0287 ■  3252FA Mortgage Securities ■  0237 ■  5635 ■  0239 ■  3253FA Multi-Asset Income ■  2792 ■  2793 ■  2794FA New Markets Income ■  3317 ■  3320 ■  3319 ■  3323FA Real Estate Income ■  2221 ■  2224 ■  2225FA Short Duration High Income ■  2581 ■  2582 ■  2583FA Short Term Bond ■  2842 ■  2843 ■  2844 ■  3254FA Strategic Income ■  0260 ■  0523 ■  0638FA Strategic Real Return ■  1486 ■  1488 ■  1489 ■  3262FA Total Bond ■  1341 ■  1343 ■  1344 ■  2733

Fidelity Advisor Municipal Income Funds Class A Class C Class M Class Z $ or %

FA California Municipal Income ■  1099 ■  1101 ■  1102 ■  3233

FA Intermediate Municipal Income ■  1524 ■  1526 ■  1527

FA Limited Term Municipal Income ■  1272 ■  1274 ■  1275

FA Municipal Income ■  3068 ■  3069 ■  3070

FA New York Municipal Income ■  1105 ■  1107 ■  1108 ■  3232

Fidelity Advisor Defined Maturity Funds Class A Class C Class M Class Z $ or %

FA Municipal Income 2023 ■  2524 N/A N/A

FA Municipal Income 2025 ■  2949 N/A N/A

Fidelity Money Market FundsDaily Money

Class Class C Class M Class Z $ or %

Government Money Market Fund ■  2740† N/A ■  3018†

Tax-Exempt Money Market Fund ■  0084† N/A N/A

Treasury Money Market Fund ■  0058† ■  0529 N/A

TOTAL $ or % _________________

* Class A shares will be purchased if share class is not indicated. † These funds are eligible for the checkwriting feature. A minimum investment of $500 in the fund is required to add this feature.

4. Dividend DistributionsCheck one.

For additional payment methods other than those

offered on this form, call us at 800-522-7297 any day the New York Stock

Exchange is open.

u■  Reinvest dividend distributions in same fund share class (default selection if no other option chosen).

■  Pay dividend distributions in cash via Fidelity Advisor Money Line/Automated Clearing House (ACH). Complete Section 8.

■  Directed Dividends®/Capital Gains Program. Complete Section 14.

continued

017040605Page 5 of 12

Page 9: Fidelity Advisor Change of Ownership

5. Capital Gains DistributionsCheck one.

For additional payment methods other than those

offered on this form, call us at 800-522-7297 any day the New York Stock

Exchange is open.

u■  Reinvest capital gains in same fund share class (default selection if no other option chosen).

■  Pay capital gains distributions in cash via Fidelity Advisor Money Line/ACH. Complete Section 8.

■  Directed Dividends®/Capital Gains Program. Complete Section 14.

6. Cost Basis MethodElect a cost basis depletion method for accounts that are tax reportable (“1099-B eligible accounts”). The method chosen will be used for all depleting transactions, unless you request a different method at the time of the transaction. The term “deplete” will be defined as a redemption, transfer of assets, exchange or fee transaction throughout this form. Cost basis elections cannot be changed for transactions that have settled in your account. You are responsible for complying with the IRS rules governing these elections. Review this section carefully and discuss it with your tax advisor before completing. If you do not choose a method, Fidelity will apply its default method. Fidelity’s default method for mutual funds is Average Cost.

Check one.

The method you choose will apply to all

current and subsequent positions held in this

account unless we are otherwise instructed.

■   AC (Average Cost) Share price for each lot is averaged into one price per share. Shares are then depleted from the account using the FIFO order. The average cost of noncovered shares will be calculated and maintained separately from the average cost of covered shares (shares acquired on or after 1/1/2012). Changes to and from this method must be submitted in writing. If a depletion of shares has previously occurred, changes from this method are prospective only.

■   FIFO (First In First Out) Shares with the oldest purchase date are the first to be depleted.

■   HICO (High Cost) Shares with the highest purchase price are the first to be depleted.

■   LIFO (Last In First Out) Shares with the most recent purchase date are the first to be depleted.

■   LOCO (Low Cost) Shares with the lowest purchase price are the first to be depleted.

■   LGUT (Loss/Gain Utilization)

Shares that will generate a loss will be sold before shares that will generate a gain. For shares that will generate a loss, shares owned one year or less (short-term) will be redeemed first. For shares that will generate a gain, shares owned one year or more (long-term) will be redeemed first.

IRS regulations require cost basis reporting on shares acquired after January 1, 2012. Cost basis of shares acquired prior to the regulation effective date will be reported to our shareholders if available, but will not be reported to the IRS.

7. Initial Funding

Check one.

■  Initial purchase made by ACH using the bank account provided in Section 8. (We will process a one-time ACH debit from your bank account* for the amount listed below with the allocations listed in Section 3. By selecting this option you are opting in to the Money Line feature; see Section 8 for more details.)

Amount‡

$ .

■  Initial purchase made by enclosed check payable to Fidelity Advisor Funds. Third-party checks† cannot be accepted.

■  Do not establish Electronic Payment via Fidelity Advisor Money Line with the information from my initial investment check.

* If the Fidelity Advisor account and the bank account identified DO NOT include at least one common owner, the Fidelity Advisor account owner and all bank account owners must sign in Section 11 and have their signatures notarized. If a company check is provided for a non-entity account, all account owners must sign the request and a corporate resolution is required.

† Checks made payable to someone other than the registered account owner, and endorsed by the registered account owner to Fidelity are not acceptable.

‡ Maximum daily ACH purchase limit of $100,000 per fund.

To establish a recurring purchase, please see

Section 13 for information to establish a systematic

investment program.

017040606Page 6 of 12

Page 10: Fidelity Advisor Change of Ownership

8. Bank Information/Fidelity Advisor Money Line®

Provide bank information to establish the Bank Wire

feature on the account referenced in Section 1.

Some transaction limits may apply.

See your Financial Representative for details.

Provide a preprinted voided check along with

this form (preferred).

OR

Enter your bank information in the

fields to the right.

■ Establish Bank Wire feature to allow proceeds to be transferred via the Federal Reserve System. Payment will be wired to your bank account. Your bank may charge a fee for this transaction.

Fidelity Advisor Money Line allows you and/or your Financial Representative to electronically transfer money, via the Automated Clearing House (ACH), between the bank/credit union account listed below and the account listed in Section 1, systematically or on demand. Money Line will be automatically added to your account using the bank information from the attached initial investment check or listed bank account below, provided there is at least one common name on the bank account and the Fidelity account registration, unless you have checked the box to opt out in Section 7.

u

This feature is restricted for distributions for 10 calendar days after activation.

Bank Name

Bank Account Owner Name(s)

ABA Routing Number Bank Account Number

If the Fidelity Advisor account and the bank account identified DO NOT include at least one common owner, the Fidelity Advisor account owner must sign in Section 11 and have their signatures notarized. Additionally, for Money Line only – All bank account owners must also sign in Section 11 and have their signatures notarized. If a company check is provided for a non-entity account, all account owners must sign the request and a corporate resolution is required.

9. Voluntary Federal Income Tax Withholding Elect a withholding

amount between 1% and 30%.

If no elections are made, federal income tax will not be voluntarily withheld on

redemptions, dividend distributions, or capital

gains distributions.Unless indicated

otherwise, electing to have federal income

tax voluntarily withheld applies to all account

redemptions, including dividend distributions,

capital gains distributions, and systematic

withdrawals.Does not apply to

Money Market funds held in the account.

■  Withhold federal income tax from my redemptions and systematic withdrawals at a rate of Percent

%

■  Withhold federal income tax from my dividend distributions at a rate of Percent

%

■  Withhold federal income tax from my capital gains distributions at a rate of Percent

%

Unless noted below, elections above will be applied to all funds held within the account.

■  The above-noted elections apply only to the following funds: _____________________________________________ ____________________________________________________________________________________________________

Voluntary federal income tax withholding for nonretirement accounts may not be an appropriate substitute for a taxpayer’s estimated tax payment obligations. The election to have federal income tax withheld is not available to taxpayers subject to backup withholding or foreign persons subject to withholding on U.S.-source income. Consult your tax advisor as to the advisability of requesting voluntary federal income tax withholding. Fidelity reserves the right to adjust downward automatically and without prior notice the rate at which federal income tax may be voluntarily withheld from your account as tax laws and rates change.

10. HouseholdingEach shareholder

at your address must consent to have his or her

mutual fund shareholder documents householded.

By signing this application, you consent to have only one copy of mutual fund shareholder documents, such as prospectuses and shareholder reports, delivered to you and any other investors sharing your address. Your shareholder documents will continue to be householded indefinitely; however, you may revoke this consent at any time by contacting Fidelity at 800-522-7297 and your household will begin receiving multiple copies within 30 days.

■  Do NOT household at this time.

017040607Page 7 of 12

Page 11: Fidelity Advisor Change of Ownership

11. Signatures and Dates Form cannot be processed without signatures and dates.

In the section below, “FIIOC,” “us,” and “we” refer to Fidelity Investments Institutional Operations Company LLC and its 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; for any account with more than one owner (such as a joint account), “you” and “account owner” or “account owners” refer to all owners, collectively and individually. By signing below, you:• Affirm that you are at least 18 years old

and legally authorized to enter into this agreement in the state in which you reside.

• Have received, read, understand and agree to the terms of the prospectus.

• Acknowledge that your account will automatically have the Exchange Privilege capability.

• Confirm that all information provided in the form above (if applicable) will apply to the fund(s) into which your shares may be exchanged or accounts to which your shares may be transferred.

• Ratify all instructions given on this account and any account to which you exchange your shares and agree that neither the fund nor we will be liable for any loss, cost, or expense for acting upon such instructions (by telephone, in writing, or electronically) believed to be genuine and in accordance with reasonable procedures designed to prevent unauthorized transactions.

• Will read the prospectus of any fund into which you exchange.

• Certify that all information you have provided to us in this form is true, accurate, and complete and will apply to any new funds into which your shares will be exchanged.

• Agree that FIIOC has the authority to accept orders and other instructions relative to the account(s) identified herein from those individuals or entities (the trustee(s) or custodian, as applicable) listed in Section 1. The trustee(s)/custodian may execute any documents on behalf of the trust/custodial account that FIIOC may require. By signing this form, the trustee(s)/custodian hereby certify(ies) that FIIOC is authorized to follow the instructions of any trustee(s)/custodian listed in Section 1 and to deliver funds or other assets in the account to any such trustee(s)/custodian or on any such

trustee’s/custodian’s instructions, including delivering assets to such trustee(s)/custodian personally. FIIOC, in its sole discretion and for its sole protection, may require the written consent of any or all trustee(s)/custodian prior to acting upon the instructions of any trustee(s)/custodian.

• Agree that in a joint account, any account owner may act on the account without notice to the other account owners. We may require the written consent of all account owners prior to acting upon the instructions of any account owner.

• Authorize us, upon receiving instructions from you, the intermediary firm for your account, or in accordance with the instructions provided in Sections 4, 5, 7, 8, or 13 of this form, to make payments of amounts representing redemptions by you, dividend or capital gains distributions to you, or distributions payable to you, or to secure payments of amounts to be invested by you, by initiating credit or debit entries to your account at the financial institution indicated in the form (“Bank”). You authorize and request the Bank to accept such entries from us and to credit or debit your 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. 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 mutual fund shares are not deposits or obligations of, or guaranteed by, any depository institution. Shares are not insured by the FDIC, the Federal Reserve Board, or any other agency, and are subject to investment risks, including possible loss of principal amount invested.

• Understand that the account balance and certain uncashed checks issued from this account may be transferred to a state unclaimed property administrator if no activity occurs in the account or the check remains outstanding within the time period specified by the applicable state law.

• Certify under penalties of perjury that (1) the Employer Identification Number or Social Security number provided for the account owner is the account owner’s correct taxpayer identification number (or that I am waiting for a taxpayer number to be issued to the account owner); and (2) the account owner is not subject to backup withholding because (a) the account owner is exempt from backup withholding, or (b) the account owner has not been notified by the Internal Revenue Service (IRS) that it is subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified the account owner that the account owner is no longer subject to backup withholding; and (3) the account owner is a U.S. citizen or other U.S. person as defined in the instructions to IRS Form W-9. You must cross out item (2) above if the account owner has been notified by the IRS that it is currently subject to backup withholding because it has failed to report all interest and dividends on its tax return.

• May change the cost basis method election selected in Section 6 at any time for shares that have not been redeemed (see AC method for exceptions).

• Understand the choice of cost basis method will be reflected on your account statements.

• Permit the intermediary firm or the Financial Representative associated with your account(s), as reflected in our records, the authority to choose a cost basis method for your eligible account(s).

I understand that the Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

continued on next page

017040608Page 8 of 12

Page 12: Fidelity Advisor Change of Ownership

11. Signatures and Dates Form cannot be processed without signatures and dates.

Print Owner/Custodian Name First, M.I., Last

Owner/Custodian Signature* Date MM - DD - YYYY

SIG

N

Print Joint Owner Name First, M.I., Last

Joint Owner Signature* Date MM - DD - YYYY

SIG

N

Statement of Notary Public In this section, “You” and “you” refer to the Notary Public. You certify that the individual signing above appeared before you on the date indicated below, that they are known to you to be the individuals they claim to be, and that they represented to you that they made the certifications above their signature of their own free will.

NOTARIZATION 1

State County Identification

Print Notary Name Commission Expires MM - DD - YYYY

Notary Signature Date MM - DD - YYYY

SIG

N

▼ NOTARY STAMP OR SEAL ▼

NOTARIZATION 2

State County Identification

Print Notary Name Commission Expires MM - DD - YYYY

Notary Signature Date MM - DD - YYYY

SIG

N

▼ NOTARY STAMP OR SEAL ▼

* Electronically signed documents may only be submitted by your intermediary firm, which has executed a signed Electronic Signature Use and Indemnification Agreement with FIIOC, and no notary or signature guarantee is required.

continued on next page

continued

017040609Page 9 of 12

Page 13: Fidelity Advisor Change of Ownership

Fidelity Investments Institutional Operations Company LLC917313.3.0 1.789590.151 0721

The trademarks and service marks appearing herein are the property of FMR LLC.

11. Signatures and Dates Form cannot be processed without signatures and dates.

• Your signature must be notarized if the bank account identified in Section 8 does not include at least one common owner. The Fidelity Advisor account owner(s) must sign above and have his/her signature notarized. Money Line Only: All bank account owners must also sign below and have their signatures notarized.

• If a company check is provided for a non-entity account, all account owners must sign the request and a corporate resolution is required along with this form. If the business does not have a corporate resolution, call Fidelity for further instructions.

Bank Account Owner Signature Date MM - DD - YYYY

SIG

N

Bank Account Owner Signature Date MM - DD - YYYY

SIG

N

NOTARIZATION 3

State County Identification

Print Notary Name Commission Expires MM - DD - YYYY

Notary Signature Date MM - DD - YYYY

SIG

N

▼ NOTARY STAMP OR SEAL ▼

NOTARIZATION 4

State County Identification

Print Notary Name Commission Expires MM - DD - YYYY

Notary Signature Date MM - DD - YYYY

SIG

N▼ NOTARY STAMP OR SEAL ▼

Overnight Check Fee: A fee may be applied if you request a redemption check to be sent using Fidelity’s overnight delivery service. This is applicable for both retirement and nonretirement mutual fund accounts.

To help the government fight financial crimes, Federal regulation requires Fidelity to obtain your name, date of birth, address, and a government-issued ID number before opening your account, and to verify the information. In certain circumstances, Fidelity may obtain and verify comparable information for any person authorized to make transactions in an account. Also, Federal regulation requires Fidelity to obtain and verify the beneficial owners and control persons of legal entity customers. Requiring the disclosure of key individuals who own or control a legal entity helps law enforcement investigate and prosecute crimes. Your account may be restricted or closed if Fidelity cannot obtain and verify this information. Fidelity will not be responsible for any losses or damages (including, but not limited to, lost opportunities) that may result if your account is restricted or closed.

Did you print and sign the form, and attach any necessary documents? Send the form and any necessary documents to Fidelity.

Questions? For help completing this form, contact your Financial Representative.

Regular mail

Fidelity Investments Institutional Operations Company LLC (FIIOC)P.O. Box 770002Cincinnati, OH 45277-0082

Overnight mail

Fidelity Investments Institutional Operations Company LLC (FIIOC)100 Crosby Parkway, KC1GCovington, KY 41015

continued

017040610Page 10 of 12

Page 14: Fidelity Advisor Change of Ownership

Fidelity Advisor

Service OptionsComplete and return the following sections only if you want to establish additional features on your new account. Signing in Section 11 will also cover any options between Sections 11–14. See the appropriate Fidelity Advisor Fund prospectus for details regarding specific feature options.

Type on screen or fill in using CAPITAL letters and black ink.

12. Reduced Sales ChargeShould you, your spouse,

and/or your children under age 21 have other

investments in Fidelity Advisor Funds® or

Fidelity Advisor 529 Plan Accounts, you may qualify for a reduced sales charge

on purchases of Class A or Class M shares.

Refer to the prospectus for details.

Applicable account numbers are as follows:A. Rights of AccumulationAccount Number Applicable SSN

Account Number Applicable SSN

B. Letter of Intent

I agree to the Letter and terms of escrow set forth in the prospectus. Although I am not obligated to do so, it is my intention to invest over a 13-month period in shares that total an aggregate amount at least equal to that indicated below. If the amount indicated is not invested within 13 months, reduced sales charges do not apply.

The aggregate amount will be at least: ■  $50,000 ■  $100,000 ■  $250,000 ■  $500,000 ■  $1,000,000

13. Systematic Investment ProgramFrequency: Monthly,

Bimonthly, Quarterly, or Semiannually. Program

begins with the first available business cycle, based on date selected. If a frequency is not selected, your transaction will

occur monthly.Transaction dates falling on nonbusiness days will occur

the next business day. If a selection is not made or is invalid, the transaction will

occur on the 15th. Fidelity requests the draft from your bank account 2 business days prior to the

investment date.

Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ Q ■ S$ .Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ Q ■ S$ .Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ Q ■ S$ .Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ Q ■ S$ .

14. Directed Dividends/Capital Gains ProgramDividend and Capital Gain distributions may be directed into the same class of shares of another identically registered Fidelity Advisor Fund. Directed dividend and capital gain distributions must be in cash. Select appropriate box in Section 4 and/or 5.

From: Fund Number To: Fund Number From: Fund Number To: Fund Number

017040611Page 11 of 12

Page 15: Fidelity Advisor Change of Ownership

Fidelity Investments Institutional Operations Company LLC917313.3.0 1.789590.151 0721

The trademarks and service marks appearing herein are the property of FMR LLC.

017040612

15. Systematic Exchange ProgramFrequency: Monthly,

Bimonthly, Semiannually, or Annually. Program begins

with the first available business cycle, based on date selected. If a frequency is not selected, your transaction will

occur monthly.Transaction dates falling on nonbusiness days will occur the previous business day. If a selection is not made or is

invalid, the transaction will occur on the 15th.

Exchanges must be made into the same class of shares between identically registered Fidelity Advisor accounts. Systematic exchange instances between the same from-and-to fund combination must be for the same amount and frequency and cannot exceed four instances.

From: Fund Number To: Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ S ■ A$ .From: Fund Number To: Fund Number Amount Start Date MM DD YYYY Frequency

■ M ■ B ■ S ■ A$ .

Page 12 of 12


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