Common use of ID/Password Requirements - Users Clause in Contracts

ID/Password Requirements - Users. Authentication of a User in Vision is based on the Vision Operator ID and Password. Required - The Vision Operator ID, assigned by DST, shall have access authorization as determined by Client. This may include the following access levels, at Client’s option, the contents of which shall be determined by Client: Unrestricted Access - This allows the User to view any account information for all of Client’s Financial Products. Dealer Level Access - This allows the User to view any account information with the authorized dealer number. Dealer/Branch Level Access - This allows the User to view any account information with the authorized dealer and branch combination. Dealer/Representative Level Access - This allows the User to view any account information with the authorized dealer and representative combination. Tax ID Level Access - This allows the User to view any account with the authorized Social Security Number and/or TIN of the Unit Holder. Trust/TPA Access – This allows the User to view any account with the authorized trust company or Third Party Administrator number assigned to the underlying account/contract. Required - Password is used in conjunction with Vision Operator ID to access the Vision Web Site, which consequently provides access to any Financial Product account information that has been previously authorized by Client. Vision does not use a personal identification number (PIN).

ID/Password Requirements - Users. Authentication of a User in Vision is based on the Vision Operator ID and Password. Required - The Vision Operator ID, assigned by DST, shall have access authorization as determined by ClientCustomer. This may include the following access levels, at ClientCustomer’s option, the contents of which shall be determined by ClientCustomer: Unrestricted Access - This allows the User to view any account information for all of ClientCustomer’s Financial Products. Dealer Level Access - This allows the User to view any account information with the authorized dealer number. Dealer/Branch Level Access - This allows the User to view any account information with the authorized dealer and branch combination. Dealer/Representative Level Access - This allows the User to view any account information with the authorized dealer and representative combination. Tax ID Level Access - This allows the User to view any account with the authorized Social Security Number and/or TIN of the Unit Holder. Trust/TPA Access – - This allows the User to view any account with the authorized trust company or Third Party Administrator number assigned to the underlying account/contract. Required - Password is used in conjunction with Vision Operator ID to access the Vision Web Site, which consequently provides access to any Financial Product account information that has been previously authorized by ClientCustomer. Vision does not use a personal identification number (PIN).

ID/Password Requirements - Users. Authentication of a User in Vision is based on the Vision Operator ID and Password. Required - The Vision Operator ID, assigned by DSTSS&C, shall have access authorization as determined by ClientCustomer. This may include the following access levels, at ClientCustomer’s option, the contents of which shall be determined by ClientCustomer: Unrestricted Access - This allows the User to view any account information for all of ClientCustomer’s Financial Products. Dealer Level Access - This allows the User to view any account information with the authorized dealer number. Dealer/Branch Level Access - This allows the User to view any account information with the authorized dealer and branch combination. Dealer/Representative Level Access - This allows the User to view any account information with the authorized dealer and representative combination. Tax ID Level Access - This -This allows the User to view any account with the authorized Social Security Number and/or TIN of the Unit Holder. Trust/TPA Access – This allows the User to view any account with the authorized trust company or Third Party Administrator number assigned to the underlying account/contract. Required - Password is used in conjunction with Vision Operator ID to access the Vision Web Site, which consequently provides access to any Financial Product account information that has been previously authorized by ClientCustomer. Vision does not use a personal identification number (PIN).

ID/Password Requirements - Users. Authentication of a User in Vision is based on the Vision Operator ID and Password. Required - Required—The Vision Operator ID10, assigned by DST, shall have access authorization as determined by ClientCustomer. This may include the following access levels, at ClientCustomer’s option, the contents of which shall be determined by ClientCustomer: Unrestricted Access - Access—This allows the User to view any account information for all of ClientCustomer’s Financial ProductsProducts . Dealer Level Access - Access—This allows the User to view any account information with the authorized dealer number. Dealer/Branch Level Access - Access—This allows the User to view any account information with the authorized dealer and branch combination. Dealer/Representative Level Access - Access—This allows the User to view any account information with the authorized dealer and representative combination. Tax ID Level Access - Access—This allows the User to view any account with the authorized Social Security Number and/or TIN of the Unit Holder. Trust/TPA Access – Access—This allows the User to view any account with the authorized trust company or Third Party Xxxxx Administrator number assigned to the underlying account/contract. Required - Required—Password is used in conjunction with Vision Operator ID to access the Vision Web Site, which consequently provides access to any Financial Product account information that has been previously authorized by ClientCustomer. Vision does not use a personal identification number (PIN).

ID/Password Requirements - Users. Authentication of a User in Vision is based on the Vision Operator ID and Password. Required - The Vision Operator ID, assigned by DST, shall have access authorization as determined by Client. This may include the following access levels, at Client’s option, the contents of which shall be determined by Client: Unrestricted Access - This allows the User to view any account information for all of Client’s Financial Products. Dealer Level Access - This allows the User to view any account information with the authorized dealer number. Dealer/Branch Level Access - This allows the User to view any account information with the authorized dealer and branch combination. Dealer/Representative Level Access - This allows the User to view any account information with the authorized dealer and representative combination. Tax ID Level Access - This -This allows the User to view any account with the authorized Social Security Number and/or TIN of the Unit Holder. Trust/TPA Access – This allows the User to view any account with the authorized trust company or Third Party Administrator number assigned to the underlying account/contract. Required - Password is used in conjunction with Vision Operator ID to access the Vision Web Site, which consequently provides access to any Financial Product account information that has been previously authorized by Client. Vision does not use a personal identification number (PIN).