Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 139 contracts
Samples: Shareholder Information Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven), Participation Agreement (Brighthouse Separate Account A), Participation Agreement (Protective NY COLI VUL)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 82 contracts
Samples: Participation Agreement (Separate Account a of Pacific Life & Annuity Co), Participation Agreement (Separate Account a of Pacific Life & Annuity Co), Participation Agreement (Separate Account a of Pacific Life Insurance Co)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner Owner number or participant account number associated with the ShareholderContract Owner, 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, GII or the specific individual Contract owner Owner number or participant account number associated with the Shareholder Contract Owner is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract Owner(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 36 contracts
Samples: Fund Participation Agreement (C M Life Variable Life Separate Account I), Participation Agreement (Separate Account a of Pacific Life & Annuity Co), Participation Agreement (Separate Account a of Pacific Life & Annuity Co)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 19 contracts
Samples: Participation Agreement (Pimco Variable Insurance Trust), Participation Agreement (PIMCO Equity Series VIT), Participation Agreement (Pimco Variable Insurance Trust)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 10 contracts
Samples: Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust), Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust II), Agreement Relating to Transactions in Mutual Fund Shares (Columbia Funds Series Trust II)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, and the specific individual Contract owner number or participant account number associated with the Shareholder, 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 the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Protective COLI VUL), Rule 22c 2 Agreement (Protective NY COLI VUL), Rule 22c 2 Agreement (MEMBERS Horizon Variable Separate Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder is not now 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 4 contracts
Samples: Rule 22c 2 Agreement (Variable Account I of AGL of Delaware), Rule 22c 2 Agreement (Variable Account a American Intl Life Assur Co of New York), Rule 22c 2 Agreement (Lincoln New York Account N for Variable Annuities)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the any specific restriction(s) restriction to be executed, including how long the restriction(s) is(are) any restriction is to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 4 contracts
Samples: Variable Annuity Shareholder Information Agreement (Protective Variable Annuity Separate Account), Variable Annuity Shareholder Information Agreement (Variable Account B American Intl Life Assur Co of New York), Variable Annuity Shareholder Information Agreement (Agl Separate Account Vl-R)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(areis (are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 4 contracts
Samples: Variable Annuity Shareholder Information Agreement (National Variable Annuity Account Ii), Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Variable Annuity Shareholder Information Agreement (MEMBERS Horizon Variable Separate Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII 011 and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII 011 or the specific individual Contract owner number or participant account number associated with the Shareholder 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 3 contracts
Samples: Shareholder Information Agreement (Farm Bureau Life Variable Account), Information Sharing Agreement (PHL Variable Accumulation Account), Shareholder Information Agreement (Valley Forge Life Insurance Co Variable Life Separate Accoun)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner Contractholder number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner Contractholder number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Participation Agreement (SBL Variable Annuity Account Xi), Participation Agreement (SBL Variable Annuity Account Xi), Participation Agreement (SBL Variable Annuity Account Xiv)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner Owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including . Such instructions shall also include how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner Owner number or participant account number associated with the Shareholder 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 3 contracts
Samples: Participation Agreement (Hancock John Variable Annuity Account H), Participation Agreement (Hancock John Variable Annuity Account H), Participation Agreement (Hancock John Variable Annuity Account H)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(sprohibition(s)) to be executed, including how long the restriction(sprohibition(s) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (Valley Forge Life Insurance Co Variable Life Separate Accoun), Information Sharing Agreement (PHL Variable Accumulation Account)
Form of Instructions. Instructions Instruction must include the TIN, ,ITIN, ,or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(srestriction (s) to be executed, including how long the restriction(srestriction (s) is(are) to remain in place. If the TIN, ,ITIN, ,GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (Country Investors Variable Life Account), Shareholder Information Agreement (Country Investors Variable Annuity Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.. 40897012_8
Appears in 2 contracts
Samples: Participation Agreement (Allianz Life Variable Account B), Participation Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (Transamerica Corporate Separate Account Sixteen), Shareholder Information Agreement (WRL Series Life Corporate Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GIL and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII GIL or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (Principal Life Insurance Co Separate Account B), Shareholder Information Agreement (Principal Life Insurance Co Separate Account B)
Form of Instructions. Instructions Such Request must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(areis (are) to remain in place. If the TIN, ITIN, ITIN or GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (Ivy Funds Variable Insurance Portfolios, Inc.), Participation Agreement (Ivy Funds Variable Insurance Portfolios, Inc.)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, the fund account number and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the such restriction(s) is(are) are to remain in place. If the TIN, ITIN, or GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Rule 22c 2 Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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 (WRL Series Life Corporate Account), Shareholder Information Agreement (Transamerica Corporate Separate Account Sixteen)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the tl1e instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Guardian Separate Account R)
Form of Instructions. Instructions must include the TIN, ITIN, or GII OIl and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII OIl or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Country Investors Variable Annuity Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Fund Participation Agreement (Llac Variable Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII OIl and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII OIl or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Mutual Fund Sales Agreement (Aul American Unit Trust)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the any specific restriction(s) restriction to be executed, including how long the restriction(s) is(are) any restriction is to remain in place. If the TIN, ITIN, GII Gil or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Variable Annuity Shareholder Information Agreement (Variable Annuity Account a of Protective Life)
Form of Instructions. Instructions must include the TIN, ITIN, GII or GII other unique identifier, and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII GII, or other unique identifier or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Thrivent Variable Annuity Account I)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner Owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including . Such instructions shall also include how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner Owner number or participant account number associated with the Shareholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sShareholdcr(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Hancock John Variable Life Account U)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GIl and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, ITIN, or GII Gil and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII Gil or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Variable Annuity Account a of Protective Life)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(srestriction/s) to be executed, including how long the restriction(srestrictions) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Mutual Fund Sales Agreement (Aul American Unit Trust)
Form of Instructions. Instructions must include the TIN, ITINITfN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII GI! or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (WoodmenLife Variable Annuity Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, Contract owner 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Forethought Life Insurance Co Separate Account A)
Form of Instructions. Instructions must include the TIN, ITIN, or GII Gil and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Protective Variable Annuity Separate Account)
Form of Instructions. Instructions Written instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(srestrictions(s) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Service Agreement (GMO Series Trust)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including and how long the restriction(s) is(are) to restriction should remain in place. If the TIN, ITIN, or GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Agreement (Principal National Life Insurance Co Variable Life Separate Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII Gil or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Pruco Life Variable Universal Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII Gil and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent quivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Allianz Life of Ny Variable Account C)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner Certificate holder number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner Certificate holder number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Modern Woodmen of America Variable Annuity Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderAccount, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Thrivent Variable Annuity Account I)
Form of Instructions. Instructions must include the TIN, TIN or ITIN, or GII and the specific individual Contract owner number or participant fund account number associated with the Shareholdernumber, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder as applicable and if known, and the specific restrictions to be executed including how long such restriction(s) are to remain in place. If the TIN or ITIN 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: Supplemental Agreement (Talcott Resolution Life Insurance Co Separate Account Three)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(sprohibition(s) to be executed, including how long the restriction(sprohibition(s) is(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Information Sharing Agreement (PHL Variable Accumulation Account)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContract owner, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contract owner is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Guardian Separate Acct N of the Guardian Ins & Annuity Co)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner Contractholder number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner Contractholder number or participant account number associated with the Shareholder 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.number
Appears in 1 contract
Samples: Participation Agreement (SBL Variable Annuity Account Xiv)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII GIl or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Shareholder Information Agreement (Principal Life Insurance Co Variable Life Sep Account)
Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(areis (are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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.DocuSign Envelope ID: 2CC8E22F-C005-496A-BBD7-0FA69CA5A80F
Appears in 1 contract
Samples: Fund Participation Agreement (Prudential Annuities Life Assurance Corp Variable Account B)
Form of Instructions. Instructions must include the TIN, ITIN, or GII GII, if known, and the specific individual Contract owner number or participant account number associated with the Shareholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder 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: Rule 22c 2 Information Sharing Agreement (Columbus Life Separate Account 1)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (SBL Variable Annuity Account Xiv)
Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII or mutually acceptable SEC approved identifier and the specific individual Contract owner number or participant account number associated with the ShareholderContractholder, 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, GII or mutually acceptable SEC approved identifier or the specific individual Contract owner number or participant account number associated with the Shareholder Contractholder is not known, the instructions must include an equivalent identifying number of the Shareholder(sContractholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract