Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

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2 Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ( MLPF&S ) and other affiliates of Bank of America Corporation ( BAC ). MLPF&S is a registered broker-dealer, member SIPC and a wholly owned subsidiary of BAC. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Certain associates are registered representatives with MLPF&S and may assist you with investment products and services Bank of America Corporation. All rights reserved. 2

3 Your Merrill Lynch Brokerage Account What is a LIIA? Non-interest bearing self-directed account A limited purpose account Used only to manage awards received from your company Not a full service account Why you need it You need a Merrill Lynch brokerage account (called a Limited Individual Investor Account or LIIA) to maintain or sell shares related to your equity awards Exercise stock options Settle your Restricted Stock or other awards How do I open a LIIA? Login to Benefits OnLine to begin If you are a Section 16 individual, due to regulatory requirements, you will need to contact the Merrill Lynch Advisory team assigned to your plan in order to open your account 3

4 Open a Brokerage Account Select your company s plan Click Continue 4

5 Limited Individual Investor Account Read the information about the account type you are opening Select Open a Limited Individual Investor Account 5

6 Personal Information Verify your Personal Information (correct if necessary) Select Next Page Required Information: 1. Name (it cannot have any spaces; use an underscore if needed) 2. Permanent Residence Address 3. Country of Citizenship 4. Country of Residence 5. Evening Phone Number (use only numbers) 6. Address 6

7 Personal Information/Account Type and Features Verify that your Date of Birth on file is correct (correct if necessary) Answer the following questions regarding employment information Select whether you would like to receive proxy statements (e.g., notice of annual stockholder meeting) 7

8 Verify Personal Information Verify the Account Owner Information is correct Proceed by scrolling down 8

9 Certify W9 or W8-BEN US Residents Read the certification statement in full Enter the name of any public company for which you are a control person (if applicable) Verify if you have been notified by the IRS that you are subject to backup withholding Check Certify (Required) to certify your taxpayer identification number and submit your W9 Proceed by scrolling down Non-US Residents Read the certification statement in full Type your country of residence in Section 2 Check the Certify (Required) box in Section 3 to electronically certify your W8-BEN Tax Certification Proceed by scrolling down *Failure to complete this form may result in mandatory 28% additional U.S. backup withholding tax. You can check the status of your certification online under the Individual/Plan Information tab. 9

10 Terms & Conditions US Residents Review and accept the Terms and Conditions in Section 3 (Click on the gray box that says Review to open the document) Click on Agree and Submit in Section 4 to complete the account opening process Non-US Residents Enter the name of any public company for which you are a control person (if applicable) Review and accept the Terms and Conditions in Section 5 (Click on the gray box that says Review to open the document) Click Agree and Submit in Section 6 to complete the account opening process 10

11 After Completing the Account Opening Process After selecting Agree and Submit you will be presented with a page that provides your Merrill Lynch brokerage account number. It is recommended that you print this page for your records. confirmation of the account opening is not sent. It will take hours for your account to become active If you log into Benefits OnLine before the completion of this time period you may still receive the pop-up to open the brokerage account; the pop-up can be disregarded 11

12 2012 Bank of America Corporation. All rights reserved. AR041E19