Common use of Annuitant’s Account and Statements Clause in Contracts

Annuitant’s Account and Statements. The Trustee will maintain an account in the name of the Annuitant showing all contributions made to the Plan and all investment Transactions made at the direction of the Annuitant. The Trustee shall forward to the Annuitant in respect of each year a statement(s) showing all contributions and investment Transactions made and all income and expenses earned or incurred during such period.

Appears in 6 contracts

Samples: Lightyear, Part 1, Client Account Agreement

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Annuitant’s Account and Statements. The Trustee will maintain an account in the name of the Annuitant showing all contributions made to the Plan and all investment Transactions transactions made at the direction of the Annuitant. The Trustee shall forward to the Annuitant in respect of each year a statement(s) showing all contributions and investment Transactions transactions made and all income and expenses earned or incurred during such period.

Appears in 1 contract

Samples: Client Agreement

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