Additional Sub-Accounts. If the Grantor intends to enroll more than one Beneficiary under a Trust Sub-Account, an additional agreement is required between the Grantor and the Trustee regarding such matters as the enrollment fee or consultation fees for funded enrollments, Special Assessments, and other fees (as described on Schedule A).
Additional Sub-Accounts. This agreement is a continuing authorization to open any additional share or sub-account(s) (excluding Individual Retirement Account) on the verbal, electronic, or written request of any owner.
Additional Sub-Accounts. If the Grantor intends to enroll more than one Beneficiary under a Sub- Account Agreement, an additional agreement is required between the Grantor and the Trustee regarding such matters as the enrollment fee or consultation fees for funded enrollments, Special Assessments, and other fees (as described on Schedule A). 2/2021 Joinder Agreement for Lutheran Social Service of Minnesota Special Needs Pooled Trust
