Common use of Final Remainder Beneficiaries Clause in Contracts

Final Remainder Beneficiaries. When the Beneficiary dies and if anything remains in the Individual Trust Account after the optional percentages chosen above to be retained by the Trustee for the benefit of other BIAWA Pooled Third Party Special Needs Trust beneficiaries or to be given to the BIAWA general operating account as a charitable donation, the Trust provides that the Account Founder may direct how the funds are to be distributed. The Account Founder directs any such remaining funds are to be distributed as follows: 1. ( initials) The balance of the Individual Trust Account shall be distributed to the following individuals and/or entities: a. Name: b. Name: c. Name: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No d. Name: Address: Phone: Relationship to Beneficiary: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No

Final Remainder Beneficiaries. When the Beneficiary dies and if anything remains in the Individual Trust Account after the optional percentages chosen above to be retained by the Trustee for the benefit of other BIAWA Pooled Third Party Special Needs Trust beneficiaries or to be given to the BIAWA general operating account as a charitable donation, the Trust provides that the Account Founder may direct how the funds are to be distributed. The Account Founder directs any such remaining funds are to be distributed as follows: 1. ( initials) The balance of the Individual Trust Account shall be distributed to the following individuals and/or entities: a. Name: b. Name:: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No c. Name: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No d. Name: Address: Phone: Relationship to Beneficiary: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No

Final Remainder Beneficiaries. When the Beneficiary dies and if anything remains in the Individual Trust Account after the optional percentages chosen above to be retained by the Trustee for the benefit of other BIAWA Pooled XXXXX Xxxxxx Third Party Special Needs Trust beneficiaries or to be given to the BIAWA general operating account as a charitable donation, the Trust provides that the Account Founder may direct how the funds are to be distributed. The Account Founder directs any such remaining funds are to be distributed as follows: 1. ( initials) The balance of the Individual Trust Account shall be distributed to the following individuals and/or entities: a. Name: b. Name:: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the XXXXX Xxxxxx First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No c. Name: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled XXXXX Xxxxxx First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No d. Name: Address: Phone: Relationship to Beneficiary: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled XXXXX Xxxxxx First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No

Final Remainder Beneficiaries. When the Beneficiary dies and if anything remains in the Individual Trust Account after the optional percentages chosen above to be retained by the Trustee for the benefit of other BIAWA Pooled XXXXX Xxxxxx Third Party Special Needs Trust beneficiaries or to be given to the BIAWA general operating account as a charitable donation, the Trust provides that the Account Founder may direct how the funds are to be distributed. The Account Founder directs any such remaining funds are to be distributed as follows: 1. ( initials) The balance of the Individual Trust Account shall be distributed to the following individuals and/or entities: a. Name: b. Name: c. Name: Address: Phone: Email: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled XXXXX Xxxxxx First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No d. Name: Address: Phone: Relationship to Beneficiary: Amount or Percentage of Final Remainder: Is this Person currently a beneficiary of an Individual Trust Account in the BIAWA Pooled XXXXX Xxxxxx First Party Special Needs Trust, Third Party Special Needs Trust, or Basic Support and Maintenance Trust? ☐Yes ☐No If yes, which Trust? If yes, would you like their share to pass directly their Individual Trust Account? ☐Yes ☐No