/Subtype /Form 25 0 obj /FormType 1 >> << /AS /Off /T ( by Trustee) /Rect [136.8 449.88 536.76 464.52] /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) to this delegation to the Board of Trustees or its Executive Committee on or before the next regularly scheduled meeting. /PageItemUIDToLocationDataMap << /Type /XObject >> /FT /Tx /F 4 /LineHeight 15.5 /DA (/Helv 10 Tf 0 g) 198 0 obj >> /Type /XObject /T (For trusts with more than one trustee only01) /Filter /FlateDecode /Annots [187 0 R 51 0 R 188 0 R 52 0 R 189 0 R 53 0 R 190 0 R 54 0 R 55 0 R 56 0 R /Resources << /OriginalDocumentID /D << endstream /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron 8.6597 TL /PDFDocEncoding 151 0 R Sec. << /FT /Sig /Length 36 Q 57 0 obj /Length 116 EMC /Ff 8388608 << /FT /Tx >> >> endobj This acknowledgement may not be used by California Notaries. n /Type /Annot /T (MLPFS Account_1_4) /Ff 8388608 /Parent 70 0 R endobj Any appointment of a new trustee hereof shall as soon as practicable thereafter be notified by the Trustee to the Principal Paying Agent and the other Agents and to the Noteholders. Trust Account Users Delegation EMC /DA (/Helv 0 Tf 0 g) The form of the power must be as set out in s25 (6) TA 1925 and must be expressed to be made under s25 (5) TA 1925. 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R 271 0 R 272 0 R 273 0 R 274 0 R 275 0 R >> /Type /Annot >> endobj EMC /Rect [59.28 148.68 161.28 165.36] /F 4 f /Font << 302 0 obj /T (2B2 - Date of Birth_1) 268 0 obj /P 134 0 R 2023 Informa USA, Inc., All rights reserved, RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office, Eight Must Reads for CRE Investors Today (March 3, 2023), Charitable Giving With Non-Charitable Trusts, Watercoolers Become RTO Measure as Remote-Work Debate Rages, Blackstone Defaults on 531 Million Nordic Property CMBS, The 12 Best Business Books of 2022 for Advisors, The Most-Revealing Onboarding Questions Advisors Ask, (B) a person who has attained thirty (30) years of age with respect to any Discretionary Trust of which said person is the beneficiary and each trust created therefrom; then. endobj /FT /Btn Approval and Signature Authority General Delegation for Routine Contracts Contracts for which approval is not limited to the Board of Trustees under Section 4409.3 and that are not /T ( Print Name of Notary Public) >> /MK << /N 537 0 R >> /Font << >> 1.0 4.21616 370.08] << /Type /XObject /Encoding << /FT /Tx Web(1) delegation of the entire trust administration, (2) delegation to a cotrustee, (3) power to cooperate with others, (4) use of expert advice, and (5) delegation by a corporate endobj (4) Tj >> /DA (/Helv 10 Tf 0 g) /TU (9A. /StructParent 612 /StructParent 511 /Type /Annot H, f endstream /Font << 0.749023 g /AS /Off /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /MK << >> /FT /Tx /CA (4) /Type /Annot /P 134 0 R >> /TU (Notary Acknowledgement: County of \(Enter County\)) /BBox [0.0 0.0 12.48 12.72] >> /Length 12 endobj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /ProcSet [/PDF /Text] endobj >> /AP << /TU (Please check one of the following \(REQUIRED\): Personally known or) /TU (Print Name of Notary Public) >> /MK << /FT /Tx >> >> 207 0 obj /Type /Annot /ZaDb 552 0 R << >> /Type /XObject /Annots [226 0 R 231 0 R 199 0 R 19 0 R 200 0 R 201 0 R 202 0 R 206 0 R 203 0 R 204 0 R /Subtype /Widget /FT /Tx >> /T (Country of residency_04) >> /Tabs /S The Settlor hereby acknowledges the applicability of these provisions.. /T (2B2 - Date of Birth) /Encoding << >> /P 136 0 R /T (A-2) The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. >> /Type /XObject endstream /Rect [136.8 174.72 540.84 189.36] /Rect [341.4 515.64 557.4 530.28] /Length 83 /Subtype /Form >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] %PDF-1.6 % /ParentTree 142 0 R endstream >> /MK << Barriers to effective delegation 2) Describe the principles of delegation 3) Prevent reverse delegation Delegation The sharing of authority, responsibility and accountability between two or more people. /FT /Tx /TrimBox [0.0 0.0 612.0 792.0] /Rect [450.702 699.109 558.702 713.869] >> /F 4 /D << /T ( year of) /S /JavaScript Sub-delegations are not effective until a copy of the sub-delegation has been provided to the Office of General Counsel. /DA (/Helv 10 Tf 0 g) endobj /Subtype /Widget 290 0 obj /T (Country of residency_02) 8.6597 TL endobj /Rect [54.0 451.56 557.28 467.76] /FormType 1 >> >> Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. /Subtype /Widget Ohio endobj /P 131 0 R >> /CM27 << /CA (4) /Rect [417.84 148.68 519.84 165.36] /FT /Tx /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /DA (/Helv 0 Tf 0 g) /LastModified (D:20211209094527-05'00') /FT /Tx /Ff 29360128 /Rect [341.4 214.44 557.4 229.08] endobj endobj /Helv 152 0 R /P 135 0 R /TU (4. /OriginalDocumentID /Resources << /FT /Tx << /T ( Agreed and Certified to this) 4. /CM13 << /Rect [229.92 71.88 283.08 87.24] >> /F 4 /Type /XObject /N 526 0 R >> /Rect [341.4 212.04 557.4 225.36] >> 269 0 obj /Kids [193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 202 0 R /T ( Names of all current trustees03) 0.749023 g /JS (SyncCheckboxes\(event.target\);) /MaxLen 3 /Rect [145.68 605.28 345.6 619.92] /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) /Rect [136.8 148.56 536.76 163.2] /0 219 Q /StructParent 504 /Rect [292.2 461.76 420.24 480.0] >> << >> /ProcSet [/PDF] /Rect [159.12 379.44 267.12 392.76] << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /PDFDocEncoding 151 0 R >> Delegation of Authority Form - Fill Out and Sign Printable PDF The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. stream /Length 112 /Type /Annot /TU (Signature of Trustee) >> BT >> /Subtype /Form >> >> /BBox [0.0 0.0 12.48 12.72] /Subtype /Form WebDelegation by Trustee. /Type /Annot /P 131 0 R /On 322 0 R >> >> /Rect [474.0 68.88 565.2 84.24] /Subtype /Form /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) 298 0 obj endobj Title to trust property shall be taken as follows: Jane Doe and James Smith, not individually but solely as Co-Trustees of the John Doe Delta Trust U/A/D 7/1/07. >> /FormType 1 /S /JavaScript /F 4 /ProcSet [/PDF /Text] Q /Font << /MK << >> 283 0 obj /TU (Country of residency for Trustee Name 4) /Outlines 6 0 R endobj /MaxLen 2 /MK << /LineHeight 19 << /Subtype /Type1 /Length 12 >> /Type /XObject /F 4 (e) upon reasonable request, provide a qualified beneficiary with relevant information about the assets and liabilities of the trust and the particulars relating to administration; provided, however, while a trust is revocable, the Trustees duties pursuant to this Section extend only to the Settlor., (iii) to compromise and adjust claims arising out of any the policy or contract, upon terms and conditions as the Trustee, in the Trustees sole discretion, may deem best, and the decisions of the Trustee shall be binding and conclusive upon all persons beneficially interested in the trust;, Not a Fiduciary. /FT /Sig /NumberofPages 1 /Ff 29360128 /Parent 71 0 R /PageItemUIDToLocationDataMap << >> endstream /Rect [480.96 386.4 553.08 404.16] /T (Signature of Trustee_3) /FT /Tx /Parent 71 0 R /F 4 /DA (/Helv 10 Tf 0 g) /TU (Signature of Notary Public) /P 131 0 R /TrimBox [0.0 0.0 612.0 792.0] 8.6597 TL << << /GS2 379 0 R /Parent 70 0 R endobj << >> << endobj << << /Subtype /Widget >> Q Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. /Type /Annot >> endobj >> >> endobj /F 4 /AP << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /F 4 Delegation of Authority Policy /Tabs /S /0 7250 /MK << /P 135 0 R /NumberofPages 1 WebThere are two levels of authorization you can give your representative on your trust accounts: Allow access to information only (level 1) Allow access to information and to make certain account changes (level 2) For more information about trust accounts, go to T4013, T3 Trust Guide. /Parent 71 0 R >> /T ( before me) endstream /StructParents 569 /AP << >> /Rect [54 469.56 306 482.76] /FT /Tx /StructParents 427 /MK << /Length 36 >> /Off 336 0 R /K 529 0 R endstream >> endobj /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /StructParent 701 /Annots [32 0 R 33 0 R 34 0 R 35 0 R 36 0 R 37 0 R 38 0 R 171 0 R 40 0 R 41 0 R >> endobj 357 0 obj /PageWidthList << /On 363 0 R /F 4 /DA (/Helv 10 Tf 0 g) >> 8.6597 TL /JS (SyncCheckboxes\(event.target\);) << /TU (Enter type of identification) << /StructParent 341 >> endobj endobj << (v) Method of Appointing Successor Designated Representatives. /Off 184 0 R << /Length 112 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /A 349 0 R /Subtype /Widget /T ( year of_1) Delegation of Authority - Board of Trustees /T (Margin transactions including short sales uncovered putcall options spreads straddles and combinations whether index or equity04) The names of all current trustees are: \(If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required\): Trustee Name 1) endobj << >> /P 131 0 R /StructParent 686 endobj 340 0 obj /P 137 0 R /T ( Agreed and Certified to this_3) /Subtype /Widget /S /JavaScript /DA (/Helv 10 Tf 0 g) /Subtype /Form /Length 34 111 0 obj /Parent 7 0 R /Rect [450.84 381.72 558.84 399.96] /Type /Annot /Ff 8388608 Indiana Code 30-4-3.5-9. /Subtype /Widget >> /T (C-2) . /MK << /Type /Annot /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /SpaceAfter -6.37498 /BBox [0.0 0.0 9.36 9.48001] /F 4 >> /K [415 0 R 416 0 R 417 0 R 418 0 R 419 0 R 420 0 R 421 0 R 422 0 R 423 0 R 424 0 R /S /JavaScript /T (Phone) /P 129 0 R /Ff 8388608 /Type /Annot /On 328 0 R /ProcSet [/PDF] /FormType 1 >> /K 547 0 R /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Parent 70 0 R f stream /StructParent 699 /F 4 /SpaceAfter 22.875 << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] In the event of a vacancy in the position of Designated Representative of any trust which is not otherwise filled pursuant to the provisions of this Article, the following, one (1) at a time and in the order named, shall act as successor Designated Representative: (A) John Doe; then (B) Jane Doe. /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /FormType 1 Q /Length 117 /F 4 /P 129 0 R WebSome of the basic details that must be included in a signature authorization letter include: The date the letter was written Name, address and contact details Basic information about the recipient of the authorization letter A great subject line that gives an overview of the transaction where the letter will be used authorized /FT /Tx /StartIndent 15.25 >> >> /Filter /FlateDecode << endobj Whenever ten or more Shareholders of record who have been such for at least six months preceding the date of application, and who hold in the aggregate Shares having a net asset value of at least 1 per centum of the outstanding Shares, shall apply to the Trustees in writing, stating that they wish to communicate with other Shareholders with a view to obtaining signatures to a request for a meeting pursuant to this Section and accompanied by a form of communication and request which they wish to transmit, the Trustees shall within five business days after receipt of such application either (a) afford to such applicants access to a list of the names and addresses of all Shareholders as recorded on the books of the Trust; or (b) inform such applicants as to the approximate number of Shareholders of record, and the approximate cost of transmitting to them the proposed communication and form of request. endstream /Subtype /Widget >> BT The trust is currently \(please check as applicable\): Irrevocable) /O /Layout /Type /Annot /MK << >> 254 0 obj /0 [1.0 0.0 0.0 1.0 0.0 0.0] /F 4 /Off 356 0 R /StructParent 507 /P 131 0 R /Resources << >> 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R 81 0 R 82 0 R 83 0 R 84 0 R /FormType 1 /P 136 0 R /Type /Metadata /FT /Tx /F 4 << /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 1) endobj /T ( Agreed and Certified to this) >> /Font << /TextIndent -8.87498 << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> 8.6597 TL 0 0 12.48 12.72 re 5.4326 TL /Rect [54.24 209.28 66.72 222.0] >> /StructParent 594 /StructParent 597 /GS1 380 0 R endobj W stream /AS /Off /0 9725 107 0 obj /Subtype /Widget /Rect [474.0 71.88 565.2 87.24] >> 24 0 obj >> 170 0 obj 211 0 obj /T (E-1) << >> /FT /Tx >> /BBox [0 0 421.2 17.76] >> >> q The authority granted to the Trustee by this Section may be exercised without notice to the qualified beneficiaries of the trust., Merger of Trusts. /StructParent 535 /T ( day of_4) /Encoding << /Ff 8388608 >> 160 0 obj
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