Beneficiary Instructions Sample Clauses

Beneficiary Instructions. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth IRA Custodial Agreement. Xx xx Xximary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.

Beneficiary Instructions. Please see the Disclosure Statement for important information about designating death beneficiaries for Xxxxxxxxx Education Savings Accounts. Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Xxxxxxxxx Education Savings Account Custodial Agreement. If no Primary Beneficiary survives me the Student, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications. Primary Beneficiaries First Name, Middle Initial, Last Name, or Name of Trust Date of Birth (mm/dd/yyyy) Social Security Number Relationship to Shareholder % of Account Spouse Other % Spouse Other % Spouse Other % Spouse Other % Contingent Beneficiaries (optional) First Name, Middle Initial, Last Name, or Name of Trust Date of Birth (mm/dd/yyyy) Social Security Number Relationship to Shareholder % of Account Spouse Other % Spouse Other % Spouse Other % Spouse Other % Section J - Xxxxxxxxx Education Savings Account Agreement I (i) have received this form and accept its terms and adopt this Xxxxxxxxx Education Savings Account; (ii) am of legal age and legal capacity; (ii) agree that an annual maintenance fee as described in Hartford Funds Xxxxxxxxx Education Savings Account Disclosure Statement (with a maximum fee of $25 for accounts below $10,000) will be deducted from my Xxxxxxxxx Education Savings Account unless I have paid the fee separately; and (iv) appoint UMB Bank, n.a. as Custodian. I understand that if I invest in the Funds directly with the transfer agent, in addition to the annual maintenance fee, I will also be charged a $30 annual direct account fee on or about June 1 each year, which will be deducted automatically from my account. In addition, I have received, read and agree to this adoption agreement, Xxxxxxxxx Education Savings Account Custodial Agreement as amended from time to time, and Disclosure Statement. I acknowledge that I have sole responsibility for my investment choices and that I have received and read a current Prospectus for each fund I select. I understand that neither Hartford Funds Management Company, LLC (“HFMC”), the investment manager to Hartford Funds, nor Hartford Funds Distributors, LLC (“HFD”), the principal underwriter to Hartford Funds, is providing advice or recommendations to me, and that neither HFMC nor HFD is servicing ...