Form of Instructions. Such Request must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients or Accounts or other agreed upon information to which the instruction relates.
Appears in 66 contracts
Samples: Participation Agreement (SBL Variable Annuity Account Xiv), Fund Participation Agreement (Mutual of America Separate Account No 2), Fund Participation Agreement (Mutual of America Separate Account No 2)
Form of Instructions. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 45 contracts
Samples: Participation Agreement (First Investors Life Variable Annuity Fund D), Participation Agreement (First Investors Life Level Premium Variable Lif Ins Sep Ac B), Participation Agreement (First Investors Life Level Premium Variable Lif Ins Sep Ac B)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 25 contracts
Samples: Sales Agreement (Pimco Funds), Dealer Agreement (Allianz Funds), Sales Agreement
Form of Instructions. Such Request must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients Variable Contract owners or Accounts or other agreed upon information to which the instruction relates.
Appears in 15 contracts
Samples: Fund Participation Agreement (Annuity Investors Variable Account B), Fund Participation Agreement (Lincoln Variable Insurance Products Trust), Fund Participation Agreement (Protective NY COLI VUL)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 15 contracts
Samples: Shareholder Information Agreement (PLAIC Variable Annuity Account S), Shareholder Information Agreement (PLICO Variable Annuity Account S), Participation Agreement (Mutual of America Separate Account No 2)
Form of Instructions. Such Request must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients or Accounts Variable Contract owner or other agreed upon information to which the instruction relates.
Appears in 13 contracts
Samples: Fund Participation Agreement (Delaware Life Ny Variable Account C), Fund Participation Agreement (Delaware Life Ny Variable Account C), Fund Participation Agreement (Delaware Life Ny Variable Account C)
Form of Instructions. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Clients shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 10 contracts
Samples: Financial Institution Sales Contract (Putnam Funds Trust), Dealer Sales Contract (Putnam Funds Trust), Dealer Sales Contract (Putnam Global Health Care Fund)
Form of Instructions. Such Request must include the TIN, ITIN or GII if known, and the specific restriction(srestrictions(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients or Accounts or other agreed upon information to which the instruction relates.
Appears in 8 contracts
Samples: Servicing Agreement (Lazard Funds Inc), Servicing Agreement (Lazard Funds Inc), Servicing Agreement (Lazard Funds Inc)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients Client(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Information Sharing Agreement (SBL Variable Annuity Account Xiv), Information Sharing Agreement (Variable Annuity Account B)
Form of Instructions. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Clients Customer(s) or Accounts 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. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Clients Client-Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients customer(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII GII, is not known, the instructions must include an equivalent identifying number of the Clients or Accounts Client-Shareholder’s account or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII TIN is not known, the instructions must include an equivalent identifying number of the Clients Client(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions must include the TIN, ITIN ITIN, or GII GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Clients Customer(s) or Accounts account(s) or other agreed upon information to which the whichthe instruction relates.
Appears in 1 contract
Samples: Service Agreement (GMO Series Trust)
Form of Instructions. Such Request must include the TIN, ITIN or GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Clients or Accounts Variable Contract owner(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Fund Participation Agreement (Lincoln Variable Insurance Products Trust)