Fatca Support Services Agreement Sample Contracts

Appendix A
Fatca Support Services Agreement • February 16th, 2018 • Massmutual Select Funds

As of January 10, 2018, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Premier Funds, and MassMutual Select Funds. As of January 10, 2018, this Appendix A supercedes any previous versions of said Appendix.

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FIRST AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • January 31st, 2022 • Massmutual Select Funds

This amendment, dated October 16, 2021, is made to the FATCA Support Services Agreement, dated as of March 2, 2015, as it may be amended, supplemented, restated or otherwise modified from time to time, by and among each open-end management investment company or other fund identified on the signature page hereto (each, a “Fund”), and STATE STREET BANK AND TRUST COMPANY (“State Street”) (the “Agreement”). Capitalized terms not defined herein have the meanings ascribed to them in the Agreement.

Appendix A
Fatca Support Services Agreement • January 31st, 2023 • Massmutual Premier Funds

As of February 1, 2023, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Select Funds, and MassMutual Premier Funds. As of February 1, 2023, this Appendix A supersedes any previous versions of said Appendix.

FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Select Funds • Massachusetts

AGREEMENT (this “Agreement”) made as of the 2nd day of March, 2015 by and between STATE STREET BANK AND TRUST COMPANY, a trust company organized under the laws of The Commonwealth of Massachusetts, United States of America, with its principal place of business at One Lincoln Street, Boston, Massachusetts 02111 (the “FATCA Services Provider”), and MassMutual Premier Funds and MassMutual Select Funds on behalf of those funds and other investment vehicles set forth on Appendix A hereto, severally and not jointly (each such fund and investment vehicle and each fund and investment vehicle made subject to this Agreement in accordance with Section 27 below shall hereinafter be referred to as a “Fund” and collectively as the “Funds”, collectively with the FATCA Services Provider, the “Parties”, or a “Party”). Although the FATCA Services Provider and each Fund have executed this Agreement in the form of a master agreement for administrative convenience, this Agreement shall create a separate Ag

Appendix A
Fatca Support Services Agreement • January 31st, 2023 • Massmutual Select Funds

As of February 1, 2023, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Select Funds, and MassMutual Premier Funds. As of February 1, 2023, this Appendix A supersedes any previous versions of said Appendix.

Appendix A
Fatca Support Services Agreement • January 31st, 2019 • Massmutual Select Funds

As of January 10, 2018, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Premier Funds, and MassMutual Select Funds. As of January 10, 2018, this Appendix A supercedes any previous versions of said Appendix.

Appendix A
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Premier Funds

As of September 8, 2016, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Premier Funds, and MassMutual Select Funds. As of September 8, 2016, this Appendix A supercedes any previous versions of said Appendix.

FORM OF FIRST AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • December 3rd, 2021 • Massmutual Select Funds

This amendment, dated [ ], 2021, is made to the FATCA Support Services Agreement, dated as of March 2, 2015, as it may be amended, supplemented, restated or otherwise modified from time to time, by and among each open-end management investment company or other fund identified on the signature page hereto (each, a “Fund”), and STATE STREET BANK AND TRUST COMPANY (“State Street”) (the “Agreement”). Capitalized terms not defined herein have the meanings ascribed to them in the Agreement.

Form of Appendix A
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Premier Funds

As of January 10, 2018, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Premier Funds, and MassMutual Select Funds. As of January 10, 2018, this Appendix A supercedes any previous versions of said Appendix.

FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Select Funds • Massachusetts

AGREEMENT (this “Agreement”) made as of the 18th day of February, 2015 by and between STATE STREET BANK AND TRUST COMPANY, a trust company organized under the laws of The Commonwealth of Massachusetts, United States of America, with its principal place of business at One Lincoln Street, Boston, Massachusetts 02111 (the “FATCA Services Provider”), and MassMutual Select Cayman Global Allocation Fund I, Ltd. (such fund and each fund and investment vehicle made subject to this Agreement in accordance with Section 27 below shall hereinafter be referred to as a “Fund” and collectively as the “Funds”, collectively with the FATCA Services Provider, the “Parties”, or a “Party”). Although the FATCA Services Provider and each Fund have executed this Agreement in the form of a master agreement for administrative convenience, this Agreement shall create a separate Agreement for each Fund as though the FATCA Services Provider had executed a separate Agreement with each Fund. The rights and obligatio

AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Select Funds

WHEREAS, the FATCA Services Provider and the Fund entered into a FATCA Support Services Agreement dated as of the 18th day of February, 2015 (the “Agreement”); and

FORM OF FIRST AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT
Fatca Support Services Agreement • December 10th, 2021 • Massmutual Premier Funds

This amendment, dated [ ], 2021 is made to the FATCA Support Services Agreement, dated as of March 2, 2015, as it may be amended, supplemented, restated or otherwise modified from time to time, by and among each open-end management investment company or other fund identified on the signature page hereto (each, a “Fund”), and STATE STREET BANK AND TRUST COMPANY (“State Street”) (the “Agreement”). Capitalized terms not defined herein have the meanings ascribed to them in the Agreement.

Appendix A
Fatca Support Services Agreement • January 31st, 2018 • Massmutual Select Funds

As of September 8, 2016, this Appendix A forms a part of the FATCA Support Services Agreement dated as of March 2, 2015 (the “Agreement”), between State Street Bank and Trust Company, MassMutual Premier Funds, and MassMutual Select Funds. As of September 8, 2016, this Appendix A supercedes any previous versions of said Appendix.

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