© 2023 M&T Bank and its affiliates and subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

Wilmington Funds Account Information

Account Information

Account Information

Forms

These forms are for shareholders with accounts held directly with Wilmington Funds

New Account Forms

New Account App - Inst INV0068-INST/REV1016

Please fill out the New Account Form CLASS I SHARES AND SELECT SHARES Account Applicaiton

Please read the Privacy Policy

New Account App - Retail INV0068 CLASS A/REV1016

Please fill out the New Account Form CLASS A, SERVICE & ADMINISTRATIVE SHARES Account Applicaiton

Please read the Privacy Policy

Certification Regarding Beneficial Owners of Legal Entity Customers - MTB003233

* Must be completed when opening an account for certain legal entities.

Privacy Policy

Other Forms

Letter of Intent - MTB-AP-011-0907 INV0112/REV0312
Check Writing Card - INV0070/REV1016
Systematic Investment / Withdrawal Form - MTB-AP-086-0907 INV0069/REV0312
Transfers Form - TRANSFER/REV0312
Payroll Automatic Deduct Form - M&T Bank Only - PAYROLL AUTO/REV0312

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2022 Capital Gains
2022 SSF and 12b1 Fees
2022 Year-End Tax Information

The information provided is general in nature and is not intended to be considered legal, tax, estate planning, or accounting advice, as such advice always involves the consideration of individual circumstances. For legal, tax, estate, or accounting advice specific to your individual circumstances, we suggest that you consult your attorney, accountant or tax advisor.

Tax information contained herein is from sources deemed reliable, but no guarantee is made as to its accuracy or completeness.