EX-99.H(36) 22 tm2133063d1_ex-h36.htm FORM OF FIRST AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT BETWEEN THE TRUST AND STATE STREET

Exhibit H(36)

 

FORM OF

FIRST AMENDMENT TO

FATCA SUPPORT SERVICES AGREEMENT

 

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.

 

WHEREAS, the Funds and State Street wish to amend the Agreement;

 

NOW, THEREFORE, in consideration of the premises and the mutual agreements set forth herein the parties hereto agree as follows:

 

1.            State Street and the Funds hereby agree that, as of the date set forth above, Appendix A to the Agreement is amended and restated in its entirety and replaced with a new Appendix A annexed hereto.

 

2.Section 16 of the Agreement is updated as follows:

 

If to a Fund:

 

[Name of Fund]

1295 State Street

Springfield, MA 01111

Phone #: 413-744-0762

Attn: Andrew Goldberg

 

3.Miscellaneous

 

(a) Except as amended hereby, the Agreement shall remain in full force and effect.

 

(b) This Amendment may be executed in two or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.

 

[Remainder of Page Intentionally Left Blank]

 

 

 

IN WITNESS WHEREOF, each of the parties has caused this Amendment to be executed in its name and behalf by its duly authorized representative.

 

STATE STREET BANK AND TRUST COMPANY

 

By:    
Name:
Title:

 

MassMutual PREMIER Funds

 

By:    
Name: Renee Hitchcock
Title: CFO and Treasurer

 

 

MASSMUTUAL SELECT FUNDS

 

By:    
Name: Renee Hitchcock
Title: CFO and Treasurer

 

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FORM OF

Appendix A

 

As of [ ], 2021, 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 [ ], 2021, this Appendix A supersedes any previous versions of said Appendix.

 

List of Funds

 

MassMutual Select Funds    
Portfolios   Jurisdiction of Formation
MassMutual Blue Chip Growth Fund   MA
MassMutual Diversified Value Fund   MA
MassMutual Equity Opportunities Fund   MA
MassMutual Fundamental Growth Fund   MA
MassMutual Fundamental Value Fund   MA
MassMutual Growth Opportunities Fund   MA
MassMutual Mid Cap Growth Fund   MA
MassMutual Mid Cap Value Fund   MA
MassMutual Overseas Fund   MA
MassMutual Small Cap Growth Equity Fund   MA
MassMutual Small Cap Value Equity Fund   MA
MassMutual Small Company Value Fund   MA
MassMutual Strategic Bond Fund   MA
MassMutual Total Return Bond Fund   MA
MassMutual Select BlackRock Global Allocation Fund   MA
MM MSCI EAFE® International Index Fund   MA
MM Russell 2000® Small Cap Index Fund   MA
MM S&P 500® Index Fund   MA
MM S&P® Mid Cap Index Fund   MA
MassMutual 20/80 Allocation Fund   MA
MassMutual 40/60 Allocation Fund   MA
MassMutual 60/40 Allocation Fund   MA
MassMutual 80/20 Allocation Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2020 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2025 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2030 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2035 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2040 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2045 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2050 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2055 Fund   MA
MassMutual RetireSMARTSM by JP Morgan 2060 Fund   MA
MassMutual RetireSMARTSM by JP Morgan In Retirement Fund   MA
MM Equity Asset Fund   MA
MassMutual Select T. Rowe Price Retirement 2005 Fund   MA
MassMutual Select T. Rowe Price Retirement 2010 Fund   MA
MassMutual Select T. Rowe Price Retirement 2015 Fund   MA
MassMutual Select T. Rowe Price Retirement 2020 Fund   MA
MassMutual Select T. Rowe Price Retirement 2025 Fund   MA
MassMutual Select T. Rowe Price Retirement 2030 Fund   MA
MassMutual Select T. Rowe Price Retirement 2035 Fund   MA
MassMutual Select T. Rowe Price Retirement 2040 Fund   MA
MassMutual Select T. Rowe Price Retirement 2045 Fund   MA
MassMutual Select T. Rowe Price Retirement 2050 Fund   MA
MassMutual Select T. Rowe Price Retirement 2055 Fund   MA

 

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MassMutual Select T. Rowe Price Retirement 2060 Fund   MA
MassMutual Select T. Rowe Price Retirement Balanced Fund   MA
MassMutual Select T. Rowe Price Bond Asset Fund   MA
MassMutual Select T. Rowe Price Emerging Markets Bond Fund   MA
MassMutual Select T. Rowe Price International Equity Fund   MA
MassMutual Select T. Rowe Price Large Cap Blend Fund   MA
MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund   MA
MassMutual Select T. Rowe Price Real Assets Fund   MA
MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund   MA
MassMutual Select T. Rowe Price U. S. Treasury Long-Term Index Fund   MA

 

MassMutual Premier Funds    
Portfolios   Jurisdiction of Formation
MassMutual Balanced Fund   MA
MassMutual Core Bond Fund   MA
MassMutual Disciplined Growth Fund   MA
MassMutual Disciplined Value Fund   MA
MassMutual Diversified Bond Fund   MA
MassMutual Global Fund   MA
MassMutual Inflation-Protected and Income Fund   MA
MassMutual International Equity Fund   MA
MassMutual Main Street Fund   MA
MassMutual Small Cap Opportunities Fund   MA
MassMutual Strategic Emerging Markets Fund   MA
MassMutual U.S. Government Money Market Fund   MA

 

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