Common use of Designated Advocate Clause in Contracts

Designated Advocate. 6.a. The Designated Advocate (DA) is responsible for providing information about the Beneficiary and the government benefits received by the Beneficiary to the Trust Advisor. The DA is the only party who may submit a distribution request and supporting documentation. The DA shall also serve as the Beneficiary Surrogate as defined in RC 5801.01(D) for purposes of receiving notices as required by RC 5808.13. The Person Establishing Trust Sub-Account may change the DA, subject to approval of the 6.b. If the DA is unable to serve, the Person Establishing Trust Sub-Account appoints the following individuals in the order named to serve as Successor DA. The Trust Advisor strongly recommends

Designated Advocate. 6.a. The Designated Advocate (DA) is responsible for providing information about the Beneficiary and the government benefits received by the Beneficiary to the Trust Advisor. The DA is the only party who may submit a distribution request and supporting documentation. The DA shall also serve as the Beneficiary Surrogate as defined in RC 5801.01(D) for purposes of receiving notices as required by RC 5808.13. The Person Establishing Trust Sub-Account Grantor(s) may change the DA, subject to approval of thethe Trust Advisor and pursuant to the Trust Advisor’s policies. A DA may be an individual or an organization. 6.b. If the DA is unable to serve, the Person Establishing Trust Sub-Account Grantor(s) appoints the following individuals in the order named to serve as Successor DA. The Trust Advisor strongly recommends