Account Service Requests

Account Maintenance Updated as of: 07/14/09 Use this form for general account maintenance requests for an existing J.P. Morgan investment account. 4 pages View more details		IRA Beneficiary Designation Updated as of: 11/30/07 Select a beneficiary for an existing IRA. 2 pages View more details
IRA Distribution Request Updated as of: 01/11/10 Use this form for systematic distributions and partial and complete liquidations of a Traditional, Roth or SEP IRA. 3 pages View more details		IRA Excess Contribution Updated as of: 12/18/08 Request the removal of an excess IRA contribution. 5 pages View more details
RMD Request Updated as of: 01/11/10 Use this form for RMDs from a traditional or SEP IRA at age 70 1/2. Please use the IRA Distribution Form if you would like to take a distribution from your account. 3 pages View more details		Sales Charge Waiver Updated as of: 10/31/06 Use this sales charge waiver form with the purchase of qualified share class investments. 1 page View more details
SIMPLE IRA Rep and/or Dealer Change Updated as of: 10/31/06 Add or change the representative and/or dealer on an existing SIMPLE IRA account. 1 page View more details		Transfer on Death Request Updated as of: 07/14/09 Add or change transfer on death beneficiary(s) to your non-qualified Direct account 3 pages View more details

Please visit your financial advisor for new account applications

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Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 for a fund prospectus or download it from this site. Investors should carefully consider the investment objectives and risks as well as charges and expenses of the mutual fund before investing. The prospectus contains this and other information about the mutual fund. Read the prospectus carefully before investing.

Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

J.P. Morgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the Funds. Products and services are offered by JPMorgan Distribution Services Inc., member FINRA/SIPC.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Account Service Requests

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1-800-480-4111

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