Common use of Important Information Clause in Contracts

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b) Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with State and Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b) Plan. Retain a copy of this form for your records.

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b) Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with State and Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b) Plan. Retain a copy of this form for your records.

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims claims, and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b403(b) Plan. The Employee acknowledges that neither the Employer nor NBS have has made no representation to the Employee regarding the advisability, appropriateness appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall not have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with State state and Federal federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit ServicesTIAA/CREF, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b403(b) Plan. Retain a copy of this form for your records.

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims claims, and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b) Plan403(b). The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with State state and Federal federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b403(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b403(b) Plan. Retain a copy of this form for your records.. Participant Name Employer Name Participant Mailing Address, City, State, Zip Code Personal Phone Number Date of Birth Date of Hire Participant Email Address Social Security Number(Required)

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b) Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability liabi lity whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, of or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program Program compliance with State and Federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial accountacc ount. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, beneficiary or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b) Plan. Retain a copy of this form for your records.. Please see District “Employee Financial Opportunities” document located on the benefit page for 403(b) and 457 (b) contribution limits. Limits are calculated on a calendar year basis and are subject to change yearly, based on the IRS. Participant Name Company Name Mailing Address City, State, Zip Code Phone Number Date of Birth Date of Hire Email Address Social Security Number Number of deductions per year: 10 Other (if not checked 12 deductions will be default) Total Yearly Contribution Amount Please see current year’s limits. The Salary Reduction Agreement (SRA) is to be used to establish, change or cancel salary reduction withheld from your paychec k and contributed to the 457(b) plan on your behalf. To change, begin, or cancel contributions, enter your desired amount(s) and investment provider(s). This SRA will cancel and replace any previously submitted SRA. You must list all new and existing deductions on this SRA form or they will be cancelled. The salary reductions identified in the space below will be the only deductions performed starting on the Effective Date. This is based on calendar year, not fiscal year. Investment Provider Name* Monthly Type of Deferrals Requested Action Effective 457(b) Xxxx 457(b) Other New Existing Date** $ $ $ Total Monthly Contributions *Please Note: Certain investment providers may not pay the administration fee. If you select an investment provider that does not pay the administration fee, the fee will be deducted and paid from your salary reduction amount. Please refer to the approved vendor list at xxx.xxxxxxxxxxx.xxx/000x for a current listing of providers that have agreed to cover the fee. **Please make the SRA due date for your district the effective date. Any other date will defer to the next calendar SRA date. Agent Name Agent Phone Number Agent Email Address Agent Fax Number

Important Information. The Employee agrees to indemnify and hold the Employer and National Benefit Services, LLC (NBS) harmless against any and all actions, claims claims, and demands whatsoever that may arise from the purchase of annuities or custodial accounts in this 457(b) Plan. The Employee acknowledges that neither the Employer nor NBS have made representation to the Employee regarding the advisability, appropriateness appropriateness, or tax consequences of the purchase of the annuity and/or custodial accounts. The Employee agrees that neither the Employer nor NBS shall have any liability whatsoever for any and all losses suffered by the Employee with regard to his/her selection of the annuity and/or custodial account; its terms; the selection of the insurance company or regulated investment company; the solvency of, operation of, or benefits provided by said insurance company or regulated investment company; or his/her selection and purchase of shares of regulated investment companies. The Employer reserves the right to alter terms of this Agreement as required to facilitate program compliance with State state and Federal federal law. The Employer does not choose the annuity contract or custodial account in which the Employee's contributions are invested. The Employee is responsible for setting up and signing the legal documents to establish the annuity contract or custodial account. In order for the Employee to receive the expected tax results, the annuity contract or custodial account established must meet the requirements of Section 457(b) of the Internal Revenue Code. It is solely the Employee’s responsibility to establish the proper type of contract or account for this purpose. The Employee is responsible for naming a death beneficiary under the annuity contract or custodial account. This is normally done at the time the contract or account is established, although the designation should be reviewed from time to time. The Employee is responsible for investment decisions, distributions distributions, and any other transactions with the insurance company or investment company and shall have total responsibility for all distributions and any resulting taxation tax consequences. All rights under the contract or account are enforceable solely by the Employee, the Employee’s beneficiary, or the Employee’s authorized representative. The insurance or investment company or may be required to receive approval from the Employer or National Benefit Services, LLC LLC, prior to executing certain transactions including loans, hardships, distributions, or transfers (as permitted by the Plan). The Employee understands that information contained in this Agreement and other non-public information may be shared with the Employer's designated third-party administrator in conjunction with the operation of the 457(b) Plan. Retain a copy of this form for your records.