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/Parent 70 0 R /Parent 7 0 R /On 303 0 R /StructParent 537 >> /S /JavaScript /Type /XObject >> >> /Rect [408.96 598.32 462.12 613.68] Nominees simply have their name on the legal title to trust assets whereas custodians look after the trust assets, typically the documents or other evidence of the trustees title. /MK << 249 0 obj q /Font << /Parent 7 0 R 175 0 obj /AP << 1 1 10.48 10.72 re 15.23 Duty to Inform and Account. >> endobj Selecting an agent; 2. /0 6599 /Helv 152 0 R CERTIFICATION OFJOHN DOE DELTA TRUST U/A/D 7/1/07. /BBox [0.0 0.0 12.48 12.72] /BBox [0 0 424.08 18.24] /T ( day of) /Ff 8388608 /F 4 >> /JS (SyncCheckboxes\(event.target\);) /ProcSet [/PDF /Text] /Subtype /Form 214 0 obj /MaxLen 4 /F 4 /Parent 70 0 R (iv) Appointment of Successor Designated Representatives. << >>
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>> Here are some suggestions. /Type /Annot /F 4 /ordmasculine 188 /onequarter /onehalf /threequarters 192 /Agrave /Aacute /Acircumflex /Atilde /Type /Encoding >> >> /Font << /StructParent 719 >> /T (Phone) endobj /StructParent 608 /StructParent 694 /Parent 71 0 R Among other things, the President is responsible for: stream
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/F 4 >> /ProcSet [/PDF] /FT /Tx >> /ProcSet [/PDF /Text] >> /ZaDb 554 0 R /Bl 340 0 R 455 0 R 456 0 R 457 0 R 458 0 R 459 0 R 460 0 R 461 0 R 462 0 R 463 0 R 464 0 R /Rect [158.934 541.884 266.934 555.204] /XObject << /MK << 110 0 obj >> This form should be completed if the statutory trustee of a trust account established and maintained pursuant to Business and endobj endobj /Rect [294.0 71.88 385.2 87.24] /F 176 0 R endobj /InDesign << /Type /Annot /StructParent 716 endobj /Fm1 390 0 R /DA (/Helv 0 Tf 0 g) /Encoding << /Tx BMC /BBox [0.0 0.0 12.48 12.72] /Rect [83.76 591.48 291.72 604.68] /DA (/Helv 10 Tf 0 g) >> Delegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. /0 7743 /P 136 0 R >> stream
/Rotate 0 /TU (5C. >> /FT /Tx Among other things, the President is responsible for: /MK << /DR << /P 131 0 R q Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. /CM37 << /ProcSet [/PDF /Text] /DA (/Helv 0 Tf 0 g) 159 0 obj >> /StartIndent 86.625 /On 347 0 R /MK << << 355 0 obj /P 135 0 R >> << /Subtype /Form /FormType 1 /P 131 0 R B. /Resources << 46 0 obj /MK << 8.6597 TL 0 0 12.48 12.72 re >> /DA (/Helv 10 Tf 0 g) /ZaDb 13 0 R >> /Rotate 0 /PieceInfo << >> >> /FT /Tx 45 0 obj >> /Subtype /Widget >> /Ff 8388608 Q /T ( Agreed and Certified to this_1) endstream >> /JS (SyncCheckboxes\(event.target\);) 284 0 obj /K 531 0 R /Subtype /Widget << 141 0 obj >> /DR << >> 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. << /Resources << WebA delegation agreement is a written document that outlines the responsibilities and rights of both parties involved in the contract. 0 0 12.48 12.72 re /T ( Names of all current trustees01) /MaxLen 5 /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior 0 0 12.48 12.72 re /TU (4. /StructParent 420 /Subtype /Widget /ArtBox [0.0 0.0 612.0 792.0] /Type /Annot /LastModified (D:20211212090914-05'00') /MK << EMC Pursuant to the provisions of a certain Trust Agreement dated July 1, 2007 (the Trust Agreement), by and between John Doe, as Settlor, and Jane Doe and James Smith, as Co-Trustees, the John Doe Delta Trust (the Delta Trust) was created. /SpaceAfter -15.5 (4) Tj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Rect [64.0072 288.571 203.927 303.331] /Rect [48.6 71.88 101.76 87.24] /T ( Agreed and Certified to this) /Resources << 84 0 obj /TU (Signature of Notary Public) (b) To exercise any authority or carry out any responsibilities specifically listing the Chancellor under the Delegation or SubDelegation headings of the Board of Trustees - Delegated Authority Table attached hereto as Exhibit C . endobj /Contents 401 0 R Decisions cant be made at meetings unless a quorum is present, that is two trustees or the number nearest to one-third of the total number of trustees - whichever is the greatest. /N 155 0 R /AP << /TU (before me, \(Insert name and title of officer\)) /FormType 1 /T ( Names of all current trustees04) /CM4 << This acknowledgement may not be used by California Notaries. endobj /MaxLen 3 /Parent 70 0 R << /StructParent 449 q /T1_2 384 0 R /StructParent 680 >> >> W ET /CS0 [/ICCBased 377 0 R] /Rect [272.211 282.6 556.99 300.36] << 0 0 9.36 9.48 re /AS /Off 736.04117 to the contrary, a Trustee who is authorized to make distributions to or for the benefit of a beneficiary, shall not exercise the power by appointing all or part of the principal of the trust subject to the power in favor of a Trustee of another trust for the benefit of one (1) or more of the beneficiaries under the same trust instrument or under a different trust instrument. /AA << /Bl 345 0 R >> << /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Tx BMC endobj >> /BBox [0 0 424.08 18.12] 19 0 obj /StructParent 423 126 0 obj >> /Length 34 /FT /Btn /Resources <<
/LastModified (D:20211209093206-05'00') Individual delegation happens when an individual trustee, who is unable to act for a period (perhaps because of absence abroad), delegates his powers and discretions to another. 76 0 obj /T (MLPFS Account03_3) endobj /BaseFont /Helvetica Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /Encoding << << /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash endobj /Rect [482.88 587.28 495.36 600.0] endobj 157 0 obj /Parent 71 0 R >> << << endobj /Parent 70 0 R /DA (/Helv 10 Tf 0 g) /Subtype /Widget >> /StructParents 669 /Name /ZaDb /DA (/Helv 0 Tf 0 g) /DA (/Helv 10 Tf 0 g) One of the most significant changes brought in by the TA 2000 permits trustees to delegate discretions relating to asset management, which is particularly useful in allowing them to take advantage of modern investment discretionary management services. /Subtype /Form /Type /Annot /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /P 133 0 R /Type /Annot >> 256 0 obj >> /P 136 0 R /MK << /TU (A\) Agreed and Certified to this year of: Enter 4-Digit Year) /F 4 /MK << /ProcSet [/PDF] endobj /TU (Signature of Notary Public) /Parent 70 0 R /TU (day of: \(Enter 2-Digit Day\)) /F 4 /P 137 0 R /Rect [136.8 149.16 536.76 162.48] >> /Contents 391 0 R /Kids [236 0 R 237 0 R 238 0 R 239 0 R 240 0 R 241 0 R 242 0 R 243 0 R 244 0 R 245 0 R
/Type /Annot 0.749023 g Margin transactions 3 including short sales, uncovered put/call options, spreads, straddles and combinations, whether index or equity: All current trustees must initial those that apply in spaces provided) 0 0 Td >> /MK << 0 0 Td /StructParent 418 /Length 112 /DA (/Helv 10 Tf 0 g) /GS0 378 0 R /DA (/Helv 0 Tf 0 g) /FT /Tx /P 135 0 R endobj /GS0 378 0 R << endobj /Ff 8388608 Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default). /PDFDocEncoding 151 0 R /DR << >> << /On 287 0 R >> >> /Ff 8388608 /CropBox [0.0 0.0 612.0 792.0] /DA (/Helv 10 Tf 0 g) /Ff 8388608 /Subtype /Widget /Type /XObject /Subtype /Widget >> >> /Type /Annot << >> /Subtype /Widget >>
/Type /Annot 111 0 obj (C) the then acting non-Corporate Designated Representative of such trust, or a majority of the then acting non-Corporate Designated Representatives; Allowed HTML tags:
. /T ( the person whose name is subscribed to) /MK << /Ff 8388608 (vi) Release of Powers to Appoint Successor Designated Representatives. /Tx BMC /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 endobj /Type /XObject 71 0 obj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) endstream >> << /Font << /T1_0 382 0 R << stream
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/Type /XObject /T ( year of_2) >> Indiana Code 30-4-3.5-9. /O /Layout /DA (/Helv 10 Tf 0 g) /F 4 /CM31 << 105 0 obj /Type /Annot /F 4 /Rect [322.32 601.774 462.36 616.414] /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis endobj /Helv 152 0 R /F 4 /CS0 [/ICCBased 377 0 R] /MK << >> >> >> << /F 4 215 0 obj 264 0 obj >> 225 0 obj /FT /Tx /P 137 0 R /StructParent 481 . /FormType 1 Please complete either 2A or 2B \(Only one section should be completed\): 2B - If the trust was created by a trust agreement: 1\) The trust agreement is dated: \(enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /MaxLen 2 /PDFDocEncoding 151 0 R endobj /InDesign << 123 0 obj >> /PageUIDList << /Direction /L2R >> /F 4 /P 134 0 R /BaseFont /Helvetica endobj /Rect [229.92 71.88 283.08 87.24] >> << 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 endstream /FT /Btn endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /StructParent 595 /T1_1 384 0 R /MK << /F 4 /StructParent 735 /DA (/Helv 10 Tf 0 g) endobj >> /P 133 0 R >> 166 0 obj /FT /Sig /Ff 8388608 >> 279 0 obj H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w
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/acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /TU (this: \(Enter Month\)) /Type /XObject /Subtype /Form 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. /Font << /FT /Tx /DA (/Helv 10 Tf 0 g) /P 135 0 R /Ff 8388608 If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. /Font << /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /F 4 /StructParent 458 /P 135 0 R /F 4 /StructParent 454 /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R /Subtype /Widget /Rect [450.6 687.6 558.6 702.24] /Rect [220.92 601.774 297.0 616.534] /T (Signature of Trustee_4) /Subtype /Widget /Subtype /Widget /S /JavaScript /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /GS2 379 0 R endobj /Type /Annot /P 134 0 R /Type /XObject << >>
>> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /AP << 163 0 obj /PieceInfo << Q Appointment of Trustees (A) The power of appointing new trustees shall be vested in the Issuer but a trustee so appointed must in the first place be approved by the Borrower and subsequently by an Extraordinary Resolution or Written Resolution. endobj /Subtype /Widget /Type /Font q /P 137 0 R >> A true and correct copy of Article XV of the Trust Agreement, which contains the powers, rights and duties of the Co-Trustees of the Delta Trust, is attached. /StructParent 484 >> /FT /Tx /StructParent 736 << /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. /Rotate 0 /ZaDb 13 0 R /ProcSet [/PDF] /FT /Tx /MK << /BBox [0 0 252 14.64] /MK << >> /K 141 0 R endobj /MK << /Subtype /Widget /Length 36 /MK << /N << /Type /Annot /AP << When delegating in this context, the trustee must exercise reasonable care, skill, and caution in: (1) selecting an agent; (2) establishing the scope and terms of /Font << /TU (Print Name of Notary Public) 52 0 obj /Parent 71 0 R 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) >> /Subtype /Widget /Tx BMC /T1_2 384 0 R /DA (/Helv 0 Tf 0 g) /MK << /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 /Rect [155.64 504.6 168.12 517.32] f /0 [1.0 0.0 0.0 1.0 0.0 0.0] %PDF-1.7 >> /Rect [292.56 687.6 420.6 702.24] /PageUIDList << >> /StartIndent 334 /ProcSet [/PDF] /P 131 0 R /Encoding << /Subtype /Widget >> 9. 333 0 obj /AP << /GS2 379 0 R Under Trustee Act 2000 (TA 2000), trustees are given wide ranging powers to authorise any person to exercise any or all of their delegable functions as their agent (s11(1) TA 2000). endobj /DA (/Helv 10 Tf 0 g) /F 4 /Resources << /FormType 1 endobj 53 0 obj This trust instrument shall be construed in accordance with the laws of the State of Florida, as a sufficient nexus to the State of Florida within the meaning of Florida Statutes 736.0107(1) exists as of the date this trust is created. /XObject << /Type /Annot 73 0 obj /T (Signature of Trustee_7) /StructParent 533 /DA (/Helv 10 Tf 0 g) /FT /Tx /FT /Tx /FormType 1 /AA << /O /Layout /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) >> /BBox [0.0 0.0 12.48 12.72] >> /MK << /Type /Annot This acknowledgement may not be used by California Notaries. /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /T (MLPFS Account02_2) /Subtype /Widget /Type /Annot /T (MLPFS Account_3) /F 174 0 R 12 0 obj /DA (/Helv 10 Tf 0 g) << /0 1221 /Helv 157 0 R /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 /BBox [0.0 0.0 9.36 9.48] /ZaDb 518 0 R /Rect [135.96 367.32 560.04 381.96] /Type /XObject /Type /Annot /FT /Tx /MK << /Ff 8388608 >> /T (D-2) << /ExtGState << endobj /ZaDb 13 0 R endobj /FT /Btn >> stream
10 0 obj In the event of the death, resignation, refusal, failure or inability of any person to act as Designated Representative of any trust, the successor Designated Representative shall be such one (1) or more persons or a Business Entity, or any combination thereof, designated by name or appointed in accordance with a plan of successor Designated Representatives established by the following persons, in the order named: provided, however, that any such designation or plan shall be effective only to supplement and not to contravene any previous designation or plan which has not been revoked or cancelled pursuant to the provisions of this subsection, or any subsequent plan established by a person in a prior position on the above list. /NumberofPages 1 /Subtype /Widget >> /Parent 50 0 R /Rect [48.6 71.88 101.76 87.24] >> /DR << h[ks7+I7j*UJ$XH
I um*f /F 4 1 1 10.48 10.72 re /F 4 << 4. >> The Settlors spouse may designate one (1) or more persons or a Business Entity to act as the initial Designated Representative of each trust created under this trust instrument which is irrevocable. >> 241 0 obj << /T (MLPFS Account_2_4) >> /Rect [341.055 541.64 557.055 556.4] >> /Type /Annot /Rect [135.96 681.72 560.04 696.48] /FT /Tx /Tx BMC endstream << /BBox [0.0 0.0 12.48 12.72] endobj /AP << /Type /Font /DA (/Helv 10 Tf 0 g) /F 4 /On 182 0 R /PDFDocEncoding 151 0 R A determination of whether the insurance contract was procured or effected in compliance with s. 627.404; 2. /ProcSet [/PDF] >> << /Subtype /Widget /Type /XObject 156 0 obj >> /AA << << endobj endobj /ProcSet [/PDF] /F 4 280 0 obj /T (2B2 - Date of Birth) 307 0 obj /Type /Annot /FT /Tx /O /Layout /0 612.0 >> >> EMC >> /O /Layout /TU (1. /MK << endstream >> /Bl 355 0 R /N 526 0 R /P 129 0 R /Resources << stream
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