Death of Annuitant. In the event of the death of the Annuitant prior to the Trustee paying all amounts required as described in subparagraph 7.5 and upon verification of a benefit entitlement under Applicable Tax Legislation, the Trustee will take instructions from the Annuitant’s beneficiary or, if the Annuitant has no beneficiary, the executor or personal representative of the Annuitant’s estate, as to whether the Fund will be:
Appears in 5 contracts
Samples: Part 1, Client Account Agreement, Client Account Agreement
Death of Annuitant. In the event of the death of the Annuitant prior to the Trustee paying all amounts required as described in subparagraph 7.5 6.5 and upon verification of a benefit entitlement under Applicable Tax Legislation, the Trustee will take instructions from the Annuitant’s beneficiary or, if the Annuitant has no beneficiary, the executor or personal representative of the Annuitant’s estate, as to whether the Fund will be:
Appears in 1 contract
Samples: Lightyear
Death of Annuitant. In the event of the death of the Annuitant prior to the Trustee paying all amounts required as described in subparagraph 7.5 7.7 and upon verification of a benefit entitlement under Applicable Tax Legislation, the Trustee will take instructions from the Annuitant’s beneficiary or, if the Annuitant has no beneficiary, the executor or personal representative of the Annuitant’s estate, as to whether the Fund will be:
Appears in 1 contract
Samples: Client Agreement
