Benefit Determinations. You will furnish to us whatever information is necessary to establish the eligibility for and amount of annuity or other benefit due. We rely solely on your instructions and certifications with respect to Participant benefits. You are fully responsible for determining: (a) whether benefit payments are permitted under applicable law and the Plan and (b) the existence or amount of Excess Contributions (plus gains or minus losses thereon), or that returns of Excess Contributions are permitted by the Plan and the Code. We may rely on your or your designee's statements or representations in honoring any benefit payment request. [We require that a Participant execute and submit to us an affidavit which we prepare in order that we may process that Participant's benefit payable under this contract if you, the Plan Sponsor, the Plan Trustee, and the Plan Administrator are no longer in existence at the time we receive that Participant's benefit payment request.]
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Samples: Guaranteed Benefit Employer Sponsored Tda and Qualified Plan (Aul American Unit Trust)
Benefit Determinations. You will furnish to us whatever information is necessary to establish the eligibility for and amount of annuity or other benefit due. We rely solely on your instructions and certifications with respect to Participant benefits. You are fully responsible for determining:
(a) whether benefit payments are permitted under applicable law and the Plan and
(b) the existence or amount of Excess Contributions (plus gains or minus losses thereon), or that returns of Excess Contributions are permitted by the Plan and the Code. We may rely on your or your designee's statements or representations in honoring any benefit payment request. [We require that a Participant execute and submit to us an affidavit which we prepare in order that we may process that Participant's benefit payable under this contract if you, the Plan Sponsor, the Plan Trustee, and the Plan Administrator are no longer in existence at the time we receive that Participant's benefit payment request.]
Appears in 1 contract
Samples: Guaranteed Benefit Employer Sponsored Tda Contract (Aul American Unit Trust)
Benefit Determinations. You will furnish to us whatever information is necessary to establish the eligibility for and amount of annuity or other benefit due. We rely solely on your instructions and certifications with respect to Participant benefits. You are fully responsible for determining:
(a) whether benefit payments are permitted under applicable law and the Plan and
(b) the existence or amount of Excess Contributions (plus gains or minus losses thereon), or and that returns of Excess Contributions are permitted by the Plan and the Code. We may rely on your or your designee's statements or representations in honoring any benefit payment request. [We require that a Participant execute and submit to us an affidavit which that we prepare in order that we may process that Participant's benefit payable under this contract if you, the Plan Sponsor, the Plan Trustee, and the Plan Administrator are no longer in existence at the time we receive that Participant's benefit payment request.]
Appears in 1 contract
Benefit Determinations. You will furnish to us whatever information is necessary to establish the eligibility for and amount of annuity or other benefit due. We rely solely on your instructions and certifications with respect to Participant benefits. You are fully responsible for determining:
(a) whether benefit payments are permitted under applicable law and the Plan and
(b) the existence or amount of Excess Contributions (plus gains or minus losses thereon), or and that returns of Excess Contributions are permitted by the Plan and the Code. We may rely on your or your designee's statements or representations in honoring any benefit payment request. [We require that a Participant execute and submit to us an affidavit which that we prepare in order that we may process that Participant's benefit payable under this contract if you, the Plan Sponsor, the Plan Trustee, and the Plan Administrator are no longer in existence at the time we receive that Participant's benefit payment request.]
Appears in 1 contract
Benefit Determinations. You will furnish to us whatever information is necessary to establish the eligibility for and amount of annuity or other benefit due. We rely solely on your instructions and certifications with respect to Participant benefits. You are fully responsible for determining:
(a) whether benefit payments are permitted under applicable law and the Plan and
(b) the existence or amount of Excess Contributions (plus gains or minus losses thereon), or that returns of Excess Contributions are permitted by the Plan and the Code. We may rely on your or your designee's ’s statements or representations in honoring any benefit payment request. [We require that a Participant execute and submit to us an affidavit which we prepare in order that we may process that Participant's ’s benefit payable under this contract if you, the Plan Sponsor, the Plan Trustee, and the Plan Administrator are no longer in existence at the time we receive that Participant's ’s benefit payment request.]
Appears in 1 contract
Samples: Insurance Contract