Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 245 contracts
Samples: Service Fee Agreement (Advisor Managed Portfolios), Recordkeeping Agreement (Tributary Funds, Inc.), Distribution Agreement (JOHCM Funds Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 42 contracts
Samples: Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Equity Trust)
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN 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 40 contracts
Samples: Selling Agreement (Franklin Lexington Private Markets Fund), Selling Agreement (Franklin Templeton Variable Insurance Products Trust), Selling Agreement (Franklin Strategic Series)
Form of Instructions. Instructions submitted pursuant to this Section must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 20 contracts
Samples: C M Life Variable Life Separate Account I, Intermediary Agreement (Protective Variable Annuity Separate Account), Intermediary Agreement (Separate Account I of National Integrity Life Ins Co)
Form of Instructions. Instructions must much include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 19 contracts
Samples: Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds), Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds), Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed, including how long such restriction(s) are to remain in place. If the TIN 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 17 contracts
Samples: Rule 22c 2 Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Fund Participation Agreement (Separate Account a of Union Security Life Ins Co of New York), Fund Participation Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account One)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 17 contracts
Samples: American Funds Rule (Pruco Life of New Jersey Variable Appreciable Account), American Funds Rule (Pruco Life Variable Universal Account), Fund Participation and Service Agreement (Mutual of America Separate Account No 2)
Form of Instructions. Instructions must include the TIN, 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 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 17 contracts
Samples: Shareholder Information Agreement (Farm Bureau Life Annuity Account), Shareholder Information Agreement (Farm Bureau Life Annuity Account), Shareholder Information Agreement (Farm Bureau Life Variable Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 9 contracts
Samples: Selling Group Agreement (Pacific Funds Series Trust), Selling Group Agreement (PACIFIC FUNDS SERIES TRUST (Formerly Called PACIFIC LIFE FUNDS)), Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 6 contracts
Samples: Information Sharing Agreement (ALAC Separate Account 1), Information Sharing Agreement (Protective Variable Annuity Separate Account), Information Sharing Agreement (Variable Annuity Account a of Protective Life)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 4 contracts
Samples: Participation Agreement (Genworth Life & Annuity VL Separate Account 1), Participation Agreement (Genworth Life of New York VA Separate Account 1), Participation Agreement (Genworth Life & Annuity VA Separate Account 1)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Information Sharing Agreement (Phoenix Life Variable Universal Life Account), Information Sharing Agreement (Ultra Series Fund), Information Sharing Agreement (PHL Variable Accumulation Account II)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sWrap Program Participant(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Agreement (Aston Funds), Agreement (Aston Funds), Agreement (Aston Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed agreed-upon information to which the instruction relates.
Appears in 3 contracts
Samples: Fargo Variable Trust (Wells Fargo Variable Trust), Shareholder Services Agreement (Wells Fargo Funds Trust), Administrative and Shareholder Services Agreement (Aul American Unit Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(sAccount(s) or other agreed upon information to which the instruction relatesrelates agreed upon by the Servicer and the Fund.
Appears in 3 contracts
Samples: 22c 2 Agreement (SBL Variable Annuity Account Xiv), 22c 2 Agreement (SBL Variable Annuity Account Xiv), 22c 2 Agreement (Variable Annuity Account A)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders. account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Sentinel Financial Services Company Dealer Agreement (Sentinel Group Funds Inc), Sentinel Financial (Sentinel Group Funds Inc), Sentinel Financial (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(srestrictions(s) to be executed. If the TIN 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: Participation Agreement (Jefferson National Life Annuity Account G), Participation Agreement (Jefferson National Life Annuity Account G)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Sentinel Financial (Sentinel Group Funds Inc), Sentinel Financial (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(sprohibition(s) to be executed. If the TIN 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: Shareholder Information Agreement (PHL Variable Accumulation Account), Valley Forge Life Insurance Co Variable Annuity Separate Acc
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sAccount(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Fund Participation Agreement (PHL Variable Accumulation Account II), Fund Participation Agreement (PHL Variable Accumulation Account II)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 relatesinstructions relate.
Appears in 2 contracts
Samples: Distribution Agreement (First American Strategy Funds Inc), Distribution Agreement (First American Investment Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sthe Company Fund Account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Ml of New York Variable Annuity Separate Account D)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) such as other government issued identifier to comply with Rule 22c-2(c)(5)(i), or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: 22c 2 Agreement (Thrivent Variable Annuity Account I)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. Oxx Xxxxxxxxx Xxxxx, Xxxxxxxx, XX 00000 | 800.248.7971 | Vxxxxx.xxx
Appears in 1 contract
Samples: Virtus Alternative Solutions Trust
Form of Instructions. Instructions must Instructionx xxxt include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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.. C-24 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions submitted pursuant to this Section must include the TIN, . if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Annuity Investors Variable Account C
Form of Instructions. Instructions Instructxxxx must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Information Sharing Agreement (Phoenix Life Variable Accumulation Account)
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or Beneficial Owner(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Tiaa Separate Account Va-3)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Client-Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Broker Dealer Variable Contract Supervisory and Service Agreement (PHL Variable Insurance Co /Ct/)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Samples: Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 9.
Appears in 1 contract
Samples: Information Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an and equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Administrative Services Agreement (Aul American Unit Trust)
Form of Instructions. Instructions from the Company must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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
Samples: Administrative Services Agreement (Nationwide Variable Account Ii)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Samples: Information Sharing Agreement (National Variable Life Insurance Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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.. C-11 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, 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 is not known, the instructions must 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
Samples: Shareholder Information Agreement (American Equity Life Annuity Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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
