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/FT /Tx endobj >> 184 0 obj >> /ParentTreeNextKey 742 stream /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Rect [474.0 71.88 565.2 87.24] /DA (/Helv 10 Tf 0 g) /Subtype /Form 361 0 obj >> 150 0 obj >> /O /Layout BT /Ff 8388608 /Subtype /Form /JS (SyncCheckboxes\(event.target\);) n /DocumentID /Parent 71 0 R /Rect [64.92 678.72 388.32 694.2] /Parent 70 0 R /DA (/Helv 10 Tf 0 g) F11071-TIAA Brokerage Trustee Certification of Investment /Rect [474.0 71.88 565.2 87.24] /Type /Annot 0 0 12.48 12.72 re /StructParent 735 /StructParent 668 >> /FormType 1 >> /PDFDocEncoding 151 0 R /Rect [450.356 399.025 558.356 413.785] >> << /Resources << 289 0 obj This includes: following any specific requirements in the governing 0.749023 g endobj /Subtype /Widget /Font << /T1_0 382 0 R /Helv 152 0 R /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /FormType 1 /On 317 0 R >> >> << >> /FT /Tx /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 >> /Length 112 /FT /Sig /S /JavaScript /P 134 0 R /P 137 0 R << >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /N 537 0 R endstream /ZaDb 8.9925 Tf /ZaDb 553 0 R /DA (/Helv 0 Tf 0 g) endobj }7YNn9Mf|YST?TJW|nn nHbYw4Wf~6klgryV?yFG..{gbJi}[U&w|q1_?O;]\O:CPXY_&A|\M# upJ}bm2A`U:h. /AP << << /F 4 /MK << 0 0 Td /ZaDb 13 0 R /F 4 /Subtype /Form /PieceInfo << /MaxLen 4 /F 4 Subject to the provisions of subsection 15.24(a) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, with respect to each trust created under this trust instrument for which a Designated Representative is then acting: (A) Role of Designated Representative. /TU (by: Insert Signer's Name, NOT Notary's Name) >> /T ( year of_2) << /T1_1 383 0 R The powers herein granted to the Appointing Person are granted to the Appointing Person individually, not in a fiduciary capacity, and the Appointing Person is not liable to any person or entity regardless of the manner in which the Appointing Person chooses to exercise (or fail to exercise) the powers.. >> /Contents 402 0 R /BBox [0.0 0.0 12.48 12.72] >> Q /Length 36 stream /F 4 /PageUIDList << /Length 1125 >> endobj /SpaceAfter 22.875 /Type /Annot /MK << /MK << /Ff 8388608 736.0802(5), a Corporate Trustee is hereby prohibited from investing in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and from engaging any affiliate to render services to such trust. /Rect [135.96 681.72 560.04 696.48] >> >> >> 0 0 Td Webwhen the Executive Vice President and Chief Operating Officer is unavailable. 232 0 obj /StructParent 451 341 0 obj /TU (Notary Jurat and Affidavit Form: Please note that all fields, including the boxes below, must be completed by the Notary or the document will be rejected. 233 0 R 234 0 R 235 0 R] /TU (9B. >> /Rect [54 173.76 306 188.4] /T ( State of Florida County of) >> /MK << /DA (/Helv 10 Tf 0 g) ET /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /PieceInfo << /Filter /FlateDecode /AS /Off endobj /Type /Annot << /FT /Tx /TU (Country of residency for Trustee Name 2) /Rect [294.0 71.88 385.2 87.24] Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: \(If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6\) \(If the Notary is in California, use page 7\) \(If the Notary is in Florida, use page 8\): B\) Agreed and Certified to this: Enter Month) /CA (4) >> (i) Provisions While Designated Representative is Acting. endobj WebSection 1 of the Trustee Delegation Act 1999 permits a co-owner with a legal and beneficial interest in the land to delegate their functions as trustee of the land under an ordinary power of attorney or a lasting power of attorney. >> /TrimBox [0.0 0.0 612.0 792.0] /ExtGState << /CropBox [0.0 0.0 612.0 792.0] endobj endobj /Subtype /Form /F 4 /CA (4) /S /JavaScript Amanda Edwards in her regular column for STEP England and Wales Diploma students. /Type /Annot >> /Subtype /Widget << /Subtype /Form /T (MLPFS Account02_3) /FT /Tx >> >> /StructParent 700 /Rect [298.32 387.36 400.32 404.04] /Type /XObject /Rect [167.76 283.68 557.28 299.88] /AP << >> /T ( Print Name of Notary Public) /ProcSet [/PDF] /T ( State of California County of) 0.749023 g /JS (SyncCheckboxes\(event.target\);) /0 [5001.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Resources << /MK << /ProcSet [/PDF /Text] << /Subtype /Widget /DR << /F 4 /Encoding << 98 0 obj Any party who is acting in a fiduciary capacity pursuant to any trust created under this trust instrument is entitled to a fair and just compensation for services rendered in that capacity, and the party shall also be entitled to reimbursement from the trust estate for all reasonable expenses incurred in the management and distribution of the trust, all without reduction for any other compensation paid to the fiduciary, an affiliate of the fiduciary or any other person or entity. /FT /Sig << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /CM21 << /O /Layout /Length 12 q >> endobj /Rect [54.0 550.32 558.84 565.8] /Helv 152 0 R Q /N << /Subtype /Widget 57 0 obj /Parent 71 0 R /Type /XObject >> /Rect [210.24 128.76 219.6 138.24] /TextAlign /Justify Discretionary Termination by Trustee. /PDFDocEncoding 151 0 R /Subtype /Widget stream >> >> 316 0 obj /Subtype /Form << 36 0 obj << >> /ZaDb 551 0 R stream 15.23 Duty to Inform and Account. /Font << stream 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. /StructParent 443 >> /MaxLen 2 /Rect [54.24 504.6 66.72 517.32] >> /Off 296 0 R /Rect [409.92 71.88 463.08 87.24] /0 [1.0 0.0 0.0 1.0 0.0 0.0] /MK << stream 1.0 4.21616 370.08] endobj The Delta Trust is in existence as of the date of this certification. Q /P 137 0 R 9. /Subtype /Widget /T ( before me) /Subtype /Widget >> endobj >> W /DA (/Helv 10 Tf 0 g) >> 299 0 obj /O /Layout /F 4 Indiana Code 30-4-3.5-9. /Fm0 385 0 R 120 0 obj /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) >> /K 533 0 R /N 543 0 R /Name /Helv /DA (/Helv 10 Tf 0 g) /T (C) endobj /AP << /Rect [135.96 522.96 560.04 541.08] /Parent 71 0 R /AS /Off << /Type /XObject /AP << /Helv 12 0 R /PageUIDList << << 736.0802(5). Margin transactions 4 including short sales: All current trustees must initial those that apply in spaces provided:) >> >> /T1_3 396 0 R /T1_1 384 0 R >> /T (Country of residency_03) >> /Resources << n /P 133 0 R /ColorSpace << Sample Trust Forms | Wealth Management /GS2 379 0 R /Type /Annot With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. /LineHeight 14 /F 4 /Resources << /T ( My commission expires_2) /Rect [54 474.96 306 489.6] endobj /O /Layout >> /DA (/Helv 10 Tf 0 g) /StructParent 504 /StructParent 734 /AP << << /CM16 << /Subtype /Widget /TU (Signature of Trustee) << >> /F 4 41 0 obj << /T1_2 384 0 R /Bl 320 0 R /T1_0 382 0 R /ArtBox [0.0 0.0 612.0 792.0] /Type /XObject /Helv 152 0 R /TextIndent -13.5 Delegation /F 4 >> /StructParent 510 Form acknowledging and authorizing power granted by decanting statute: Discretionary Distributions. /AA << /S /JavaScript >> /Type /Annot Accordingly, with respect to each trust created under this trust instrument, the Trustee may disregard the interests of the remaindermen in making discretionary distributions to a current beneficiary. /Ff 8388608 /MaxLen 5 /Subtype /Widget /XObject << /ProcSet [/PDF /Text] /Subtype /Form Illinois Certification of Trust Form 68 0 obj >> Delegation /Font << /TU (day of: \(Enter 2-Digit Day\)) 60-175.14. /Subtype /Form endobj /StructParent 694 /FT /Tx /ZaDb 13 0 R /Bl 325 0 R /T (MLPFS Account_1_4) /DA (/Helv 10 Tf 0 g) /DR << << /TU (day of: \(Enter 2-Digit Day\)) /StructParent 584 /Rect [409.92 68.88 463.08 84.24] /Helv 152 0 R >> (a) Representation by Holder of Power of Appointment. << /O /Layout /FT /Sig /T (A) endobj /Subtype /Form Q /T ( County of_1) >> 284 0 obj /F 4 /Ff 29360128 /Type /Annot /Font << /Subtype /Widget /Ff 8388608 stream /DA (/Helv 10 Tf 0 g) << /InDesign << /PDFDocEncoding 151 0 R Trustee's Power to Delegate: A Comparative View - University /Ff 8388608 /Subtype /Form /P 137 0 R /StructParent 580 /Type /Annot /F 4 >> /DA (/Helv 10 Tf 0 g) /Type /XObject /Parent 72 0 R 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 /MK << >> /Subtype /Form /Font << /T (MLPFS Account_3_1) /A 324 0 R /FormType 1 endobj /F 4 /Font << /AS /Off /F 4 << >> /Rect [159.12 687.6 267.12 702.24] /MK << /Subtype /Widget >> >> >> /P 137 0 R /FormType 1 /MaxLen 3 << >> /SpaceAfter 19.125 << /StructParent 506 /Encoding << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /P 135 0 R >> /StructParent 679 /MK << /StructParent 731 /MK << Sec. /T1_1 384 0 R W BT >> 736.04117. /Matrix [1 0 0 1 0 0] 133 0 obj Subject to the provisions of Articles XVI and XVII, if at any time the Co-Trustees eligible to vote with respect to any discretionary distribution of income or principal shall be evenly divided concerning whether to make a distribution, such distribution shall not be made and the Co-Trustee or Co-Trustees favoring such distribution shall incur no liability therefrom. /Helv 152 0 R 207 0 obj /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /FT /Tx /MK << /Type /XObject endobj << endobj /FT /Tx /Font << /Font << endobj /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) << /Matrix [1 0 0 1 0 0] /FT /Tx 84 0 obj /ClassMap 139 0 R /FormType 1 /StructParent 630 endobj /F 4 /Type /Annot endobj /DA (/Helv 10 Tf 0 g) >> << 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. /StructParent 677 , with such compensation approved by the Funds Board of Trustees Edgar Database, EX-99. /Rect [229.92 68.88 283.08 84.24] /ProcSet [/PDF] /Ff 8388608 >> >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 197 0 obj endobj /ColorSpace << >> /On 332 0 R RCW 11.98.071: Trustee's delegation of duties. - Washington /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /FT /Tx >> /Names [(SyncCheckboxes) 368 0 R] /Length 36 endstream >> /FormType 1 /FT /Tx 294 0 obj a.A trustee may delegate ministerial, administrative and management duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /CM25 << /Rect [322.32 601.774 462.36 616.414] >> 1 1 10.48 10.72 re The trust is currently \(please check as applicable\): Irrevocable) /FormType 1 stream /FT /Tx /MaxLen 5 86 0 obj /P 129 0 R /P 131 0 R << /MK << WebThe trustees can delegate decisions to committees, though these committees must have at least two members, one of whom needs to be a trustee. /Name /Cour >> /Parent 71 0 R endobj /P 136 0 R /Font << endobj >> /Off 356 0 R << endobj /Subtype /Form /StructParent 681 /MaxLen 3 /Parent 7 0 R >> /F 4 /K 141 0 R /StructParent 561 /MediaBox [0.0 0.0 612.0 792.0] >> 222 0 obj /Rect [341.4 515.64 557.4 530.28] >> /P 136 0 R /XObject << /T (2B2 - Date of Birth) /FT /Tx /F 4 369 0 obj /FormType 1 >> << /NumberOfPageItemsInPage 2 n /MK << /StructParent 572 /P 137 0 R 1 1 10.48 10.72 re /FormType 1 endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /BBox [0 0 424.08 14.76] >> /PageTransformationMatrixList << /TU (MLPF&S Account #3: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /T (Signature of Notary Public_8) endstream /T (Signature of Trustee_11) 331 0 obj << << /DA (/Helv 10 Tf 0 g) >> 9. /Subtype /Widget /Subtype /Widget >> /MK << /CS0 [/ICCBased 377 0 R] << /Helv 167 0 R /FT /Sig /FT /Btn /Annots [26 0 R 94 0 R 27 0 R 95 0 R 228 0 R 214 0 R 232 0 R 215 0 R 216 0 R 217 0 R /DR << endobj /DA (/Helv 10 Tf 0 g) /Resources << /ZaDb 8.9925 Tf /MK << 88 0 obj /BBox [0.0 0.0 12.48 12.72] /F 4 256 0 R 257 0 R 258 0 R 259 0 R 260 0 R 261 0 R 262 0 R 263 0 R 264 0 R 265 0 R /DR << 35 0 obj stream endobj /Font << /Type /Annot /F 4 /PDFDocEncoding 166 0 R /JS (SyncCheckboxes\(event.target\);) /DA (/Helv 10 Tf 0 g) Delegation Of Authority Form /Type /Annot 191 0 obj /Font << /F 4 >> 158 0 obj /JS (SyncCheckboxes\(event.target\);) >> /Filter /FlateDecode 30 0 obj /StructParent 575 /Length 10 /F 4 /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft >> /FT /Tx /F 546 0 R /Type /XObject /T (MLPFS Account_2_5) /Type /Annot /DA (/Helv 10 Tf 0 g) /FT /Tx >> /Parent 7 0 R /P 134 0 R /Type /Annot /Type /Annot /Type /Annot /LineHeight 15.5 /F 4 /Resources << endobj 359 0 obj /Resources << /Subtype /Widget /F 544 0 R >> /FT /Sig 2.4362 3.3161 Td /Length 116 >> << >> >> /T1_4 400 0 R << q 336 0 obj /Parent 70 0 R /StructParent 538 /AP << /Type /XObject >> /TU (Please check one of the following \(REQUIRED\): Personally known or) /GS1 380 0 R /DR << stream /StructParent 589 /BBox [0.0 0.0 12.48 12.72] /Ff 8388608 /Rect [316.44 282.12 380.4 295.32] >> /Resources << >> f (ix) Successor Designated Representatives. /odieresis /divide /oslash /ugrave /uacute /ucircumflex /udieresis /yacute /thorn /ydieresis] /T1_2 399 0 R /DA (/Helv 0 Tf 0 g) /Resources << /Length 12 /DA (/Helv 10 Tf 0 g) 1 1 10.48 10.72 re /Bl 330 0 R /Subtype /Widget /Type /Font /FT /Tx 208 0 obj >> endobj >> /P 136 0 R /ZaDb 8.9925 Tf /JS (SyncCheckboxes\(event.target\);) /Font << Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. /Off 331 0 R Delegation of Authority 111 0 obj /F 4 /Parent 70 0 R /StructParent 587 /D << << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MaxLen 5 /Type /XObject << >> /Rect [178.8 148.68 280.8 165.36] /AS /Off /StructParent 690 /Encoding << >> /Type /Annot /StructParent 610 /MK << /ProcSet [/PDF] << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Rect [54 201.84 306 216.48] 80 0 obj EMC /TU <322E20506C6561736520636F6D706C65746520656974686572203241206F7220324220284F6E6C79206F6E652073656374696F6E2073686F756C6420626520636F6D706C65746564293A2032412E2049662074686520747275737420776173206372656174656420627920612077696C6C2C20746865206465636564656E749073206E616D652069733A> /P 137 0 R /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> << >> /Resources << /MK << H,=@DSfG+;E#X/L1y+TJjj/($_g \_o;f#}FlCiawW a0 233 0 obj The Signatory f Its the Trustees Burden: Can It Be Delegated? - Lexology >> /P 134 0 R /Tx BMC /P 137 0 R >> /LastModified (D:20211212090914-05'00') /ProcSet [/PDF] << Trust Account Users Delegation /Subtype /Type1 /StructParent 594 /FormType 1 /MK << /S /JavaScript /MK << /F 4 >> /Subtype /Widget endobj /TU (Please print the address, incling city, state and 5-digit zip code of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) 32 0 obj /FT /Tx /Parent 70 0 R /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /Helv 152 0 R << /P 131 0 R endobj << /Subtype /Widget /P 135 0 R /SpaceAfter -15.5 (C) Non-Fiduciary Duty of Designated Representative. endstream endobj >> >> /P 134 0 R /TU (Please print the telephone number, including \(3-Digit Area Code\) of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /Ff 8388608 << >> EMC >> /Type /Annot << endobj 33 0 obj /ZaDb 557 0 R /Bl 295 0 R /Subtype /Widget /N << /TU (Notary Acknowledgement: County of \(Enter County\)) /T ( day of) /DA (/Helv 10 Tf 0 g) /DR << << /Type /Annot /Type /XObject >> << /Length 36 /Length 83 /Subtype /Widget /Subtype /Widget endobj >> endobj 242 0 obj 54 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (9A. 234 0 obj /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /F 4 endobj /DA (/Helv 10 Tf 0 g) /F 4 /LineHeight 9.625 /F 4 /ZaDb 520 0 R /S /JavaScript >> /Tx BMC /Off 311 0 R Without limiting the foregoing and to the extent not inconsistent with the 1940 Act or other applicable law, the Trustees shall have power and authority: Most comprehensive library of legal defined terms on your mobile device, All contents of the lawinsider.com excluding publicly sourced documents are Copyright 2013-, Provisions Regarding Payment of Retirement Benefits to Non-individual Beneficiaries. << /Ff 8388608 /Rect [59.28 106.92 161.28 123.6] /Length 12 >> >> /StructParent 706 >> /Encoding << >> /P 137 0 R endstream /S /JavaScript /MK << California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary or State website: State of Florida, County of \(Enter County\)) 495 0 R 496 0 R 497 0 R 498 0 R 499 0 R 500 0 R] /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> << >> >> /FT /Tx 0 0 12.48 12.72 re /ProcSet [/PDF] /StructParent 507 >> Privacy notice | Disclaimer | Terms of use. /P 129 0 R endobj stream >> /Type /Annot >> /AA << /Parent 70 0 R With respect to each trust created under this trust instrument, the Trustee may renounce any interest or expectancy of the trust in any one (1) or more business opportunities presented to the Trustee and the Trustee is not prohibited from participating in these business opportunities as a result of such renunciation. 4. endobj /MK << /Type /Annot ET /PageItemUIDToLocationDataMap << Webplan in such a form as determined by the Trustees; 4.4.2 suspend or remove any or all of the matters delegated to the LGB; 4.4.3 suspend or remove any or all of the Governors of the relevant LGB; 4.5 The Trustees may require a governance action where: 4.5.1 the School has a deficit budget (both revenue and capital); ET /Off 316 0 R /Type /Page BT /F 4 210 0 obj 315 0 obj 117 0 obj f /T (B-2) /GS2 379 0 R /Subtype /Form /T (Signature of Notary Public_5) /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /N 161 0 R << /MK << /Subtype /Form /FT /Btn (4) Tj /Rect [159.12 674.64 267.12 687.96] << /Type /Annot endobj /F 4 /BBox [0.0 0.0 12.48 12.72] %PDF-1.7 W /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /T (F-1) /Length 12 endobj /TrimBox [0.0 0.0 612.0 792.0] /BBox [0.0 0.0 12.48 12.72] /Length 12 Margin transactions 1 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) /DA (/Helv 10 Tf 0 g) /TU (Signature of Trustee)