Common use of Inactive Account Outreach Services Clause in Contracts

Inactive Account Outreach Services. a. Transfer Agent will identify (i) RPO Accounts that were unresponsive to the SEC Searches, (ii) accounts reflecting outstanding checks, and (iii) accounts that have been inactive for at least two years or accounts that are inactive based on the Escheatment Dormancy Trigger Categories, as they are updated from time to time (“Dormancy Triggers”, attached as Exhibit C). (“Inactive Shareholders”). b. Transfer Agent will conduct further research to either identify an updated current shareholder address and telephone number that may be used to locate and activate the shareholders’ account status with the Funds, or identify the shareholder as deceased. c. Transfer Agent will annually mail one letter to each Inactive Shareholder requesting that they contact Transfer Agent to keep their accounts in active status. Transfer Agent will provide contact options for the shareholder, including but not limited to, mail, telephone, website. d. Transfer Agent will place a maximum of three calls to each Inactive Shareholder whose account worth exceeds threshold amounts established by the Funds in an attempt to activate such shareholder’s account status. e. If a beneficial owner of a deceased shareholder’s account (“Legal Claimant”) is located, Transfer Agent will follow the legal claimant process set forth in Exhibit D. f. Transfer Agent will update shareholder account records indicating the shareholder activity and date(s) of activity as required by applicable state law. Natixis Xxxxxx Xxxxxx g. Transfer Agent will provide periodic reports to the Funds, at such intervals as the parties may agree, concerning the effectiveness of the Inactive Outreach Services, along with any other information a Fund may reasonably request.

Inactive Account Outreach Services. a. Transfer Agent will identify (i) RPO Accounts that were unresponsive to the SEC Searches, (ii) accounts reflecting outstanding checks, and (iii) accounts that have been inactive for at least two years or accounts that are inactive based on the Escheatment Dormancy Trigger Categories, as they are updated from time to time (“Dormancy Triggers”, attached as Exhibit C). (“Inactive Shareholders”). b. Transfer Agent will conduct further research to either identify an updated current shareholder address and telephone number that may be used to locate and activate the shareholders’ account status with the FundsFund, or identify the shareholder as deceased. c. Transfer Agent will annually mail one letter to each Inactive Shareholder requesting that they contact Transfer Agent to keep their accounts in active status. Transfer Agent will provide contact options for the shareholder, including but not limited to, mail, telephone, website. d. Transfer Agent will place a maximum of three calls to each Inactive Shareholder whose account worth exceeds threshold amounts established by the Funds Fund in an attempt to activate such shareholder’s account status. e. If a beneficial owner of a deceased shareholder’s account (“Legal Claimant”) is located, Transfer Agent will follow the legal claimant process set forth in Exhibit D. f. Transfer Agent will update shareholder account records indicating the shareholder activity and date(s) of activity as required by applicable state law. Natixis Xxxxxx Xxxxxx. g. Transfer Agent will provide periodic reports to the FundsFund, at such intervals as the parties may agree, concerning the effectiveness of the Inactive Outreach Services, along with any other information a the Fund may reasonably request.