Common use of Form of Instructions Clause in Contracts

Form of Instructions. 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 Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 45 contracts

Samples: Fund Participation Agreement (First Investors Life Level Premium Variable Lif Ins Sep Ac B), Fund Participation Agreement (First Investors Life Variable Annuity Fund D), Fund Participation Agreement (First Investors Life Variable Annuity Fund C)

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Form of Instructions. Instructions must include the TIN, ITIN, ITIN or 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 Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 26 contracts

Samples: Sales Agreement (Pimco Funds), Selected Dealer Agreement (Allianz Funds), Sales Agreement

Form of Instructions. 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 Shareholder(s) or 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), Rule 22c 2 Shareholder Information Agreement (PLICO Variable Annuity Account S), Participation Agreement (Mutual of America Separate Account No 2)

Form of Instructions. 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 Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 12 contracts

Samples: Financial Institution Sales Contract (Putnam Tax Free Income Trust), Dealer Sales Contract (Putnam Tax Free Income Trust), Dealer Sales Contract (Putnam 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 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 (American Equity Life Annuity Account)

Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GIIGIC, if known, and the specific restriction(s) to be executed. 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 7 contracts

Samples: Selected Dealer Agreement (PIMCO Flexible Credit Income Fund), Selected Dealer Agreement (PIMCO Flexible Emerging Markets Income Fund), Selected Dealer Agreement (PIMCO California Flexible Municipal Income Fund)

Form of Instructions. Instructions must include the TIN, ITIN, ITIN or 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 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 Account of Great West Life & Annuity Ins Co)

Form of Instructions. Instructions must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. 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 (Us Global Investors Funds), Dealer Agreement (U S Global Accolade Funds)

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Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GIIGII and the specific individual Contract owner number or participant account number associated with the Contractholder, if known, and the specific restriction(sspecificprohibition(s) to be executed. If the TIN, ITIN, GII or GII the specific individual Contract owner number or participant account number associated with the 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: Information Sharing Agreement (PHL Variable Accumulation Account)

Form of Instructions. 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 Shareholder(sparticipant(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Shareholder Servicing Agreement (Aul American Unit Trust)

Form of Instructions. Instructions must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. 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

Samples: Services Agreement (GMO Series Trust)

Form of Instructions. Instructions must include the TIN, ITIN, or GII, if known, and the specific restriction(srestrictions(s) to be executed. executed 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 1 contract

Samples: Shareholder Information Agreement (Variflex Ls)

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