Form of Instructions. Instructions must include the TIN, ITIN, or GII if known, the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 8 contracts
Samples: Shareholder Information Agreement (Farm Bureau Life Annuity Account), Shareholder Information Agreement (Farm Bureau Life Annuity Account), Shareholder Information Agreement (Country Investors Variable Annuity Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sPlan Participant(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 5 contracts
Samples: Service Agreement (GMO Series Trust), Service Agreement (GMO Series Trust), Service Agreement (GMO Series Trust)
Form of Instructions. Instructions must include the TIN, ITINITIN or GIC, or GII if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, ITIN or GII GIC is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 5 contracts
Samples: Selected Dealer Agreement (PIMCO California Flexible Municipal Income Fund), Selected Dealer Agreement (PIMCO Flexible Emerging Markets Income Fund), Selected Dealer Agreement (PIMCO Flexible Credit Income Fund)
Form of Instructions. Instructions must include the TIN, ITINITIN or GII, or GII if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction information relates.
Appears in 4 contracts
Samples: Selling and Service Agreement (Great-West Funds Inc), Selling and Service Agreement (Maxim Series Fund Inc), Shareholder Information Agreement (Maxim Series Fund Inc)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying Contract number of the Shareholder(s) or account(sContract owner(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Participation Agreement (First Symetra National Life Insurance Co of Ny Sep Acct S), Participation Agreement (Symetra Mutual Funds Trust)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII OR GII, is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Dealer Agreement (U S Global Accolade Funds), Dealer Agreement (Us Global Investors Funds)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient-shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: GMO Series Trust
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, or GII Gil is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
