FORM OF FIRST AMENDMENT TO FATCA SUPPORT SERVICES AGREEMENT
Exhibit h(37)
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]
▇▇▇▇ ▇▇▇▇▇ ▇▇▇▇▇▇
▇▇▇▇▇▇▇▇▇▇▇, ▇▇ ▇▇▇▇▇
Phone #: ▇▇▇-▇▇▇-▇▇▇▇
Attn: ▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇
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: |
| By: |
Name: ▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇
Title: CFO and Treasurer
MASSMUTUAL SELECT FUNDS
| By: |
| Name: | ▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇ |
| 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 |
| ▇▇ ▇▇▇▇▇▇▇ 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 ▇▇ ▇▇▇▇▇▇ 2020 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2025 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2030 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2035 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2040 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2045 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2050 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2055 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ 2060 Fund | MA |
| MassMutual RetireSMARTSM by ▇▇ ▇▇▇▇▇▇ In Retirement Fund | MA |
| MM Equity Asset Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2005 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2010 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2015 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2020 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2025 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2030 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2035 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2040 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2045 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2050 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2055 Fund | MA |
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| MassMutual Select ▇. ▇▇▇▇ Price Retirement 2060 Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Retirement Balanced Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Bond Asset Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Emerging Markets Bond Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price International Equity Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Large Cap Blend Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Limited Duration Inflation Focused Bond Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Real Assets Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price Small and Mid Cap Blend Fund | MA |
| MassMutual Select ▇. ▇▇▇▇ Price U. S. Treasury Long-Term Index Fund | MA |
|
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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