Common use of Initial Transfer of Data Clause in Contracts

Initial Transfer of Data. No later than XX days prior to their Participation Date, a Participating Employer shall provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants coverage, and single or family coverage level for Health and Dental etc.) (c) Information on each covered dependant (name, birth date, gender, details on whether the dependant is covered under any other group plan etc.) (d) Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) A listing of all employees not actively at work on the Participation Date including: (i) Employees currently covered for life benefits under the waiver of premium provision (ii) Disabled employees whose life insurance is being maintained on a premium paying basis (iii) Employees on an approved leave of absence The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.

Initial Transfer of Data. No later than XX days prior to their Participation Date, a the Participating Employer shall agrees to provide to the TrusteesTrustees or, or in the Trustees’ discretion, to the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : ● Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status status, etc.) (b) ; ● Current Insurance insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental Health, Dental, etc.) (c) ; ● Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan plan, etc.) (d) ; ● Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed claims and the associated dates that the expenses were claimed) (e) ; ● A listing of all employees not actively at work on the Participation Date including: (i) : ▪ Employees currently covered for life benefits under the waiver of premium provision (ii) ; ▪ Disabled employees Employees whose life insurance is being maintained on a premium paying basis (iii) ; ▪ Employees on an approved leave of absence absence; The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.

Initial Transfer of Data. No later than XX 90 days prior to their Participation Date, a Participating Employer shall provide to the Trustees, or in the Trustees’ ' discretion, the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s 's records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) Current Insurance information for each covered employee (insurance effective date, current amounts of Life life and Accidental Death accidental death and Dismemberment dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health health and Dental dental etc.) (c) Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) A listing of all employees not actively at work on the Participation Date including: (i) Employees currently covered for life benefits under the waiver of premium provision (ii) Disabled employees whose life insurance is being maintained on a premium paying basis (iii) Employees on an approved leave of absence The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.

Initial Transfer of Data. No later than XX days prior to their Participation Date, a Participating Employer shall provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : • Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) • Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.) (c) • Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) • Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) • A listing of all employees not actively at work on the Participation Date including: (i) :  Employees currently covered for life benefits under the waiver of premium provision (ii) provision  Disabled employees whose life insurance is being maintained on a premium paying basis (iii) basis  Employees on an approved leave of absence The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.than

Initial Transfer of Data. No later than XX days prior to their Participation Date, a Participating Employer shall provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : • Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) • Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.) (c) • Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) • Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) • A listing of all employees not actively at work on the Participation Date including: (i) : ▪ Employees currently covered for life benefits under the waiver of premium provision (ii) provision ▪ Disabled employees whose life insurance is being maintained on a premium paying basis (iii) basis ▪ Employees on an approved leave of absence The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.than

Initial Transfer of Data. No later than XX days prior to their Participation Date, a Participating Employer shall provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : • Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) • Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.) (c) • Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) • Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) • A listing of all employees not actively at work on the Participation Date including: (i) :  Employees currently covered for life benefits under the waiver of premium provision (ii) provision  Disabled employees whose life insurance is being maintained on a premium paying basis (iii) Employees on an approved leave of absence basis The Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation Date.

Initial Transfer of Data. No later than XX Without limiting section 12, upon 60 calendar days prior to their Participation Datewritten notice, a the Participating Employer shall agrees to provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent⚫ Plan administrator, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent⚫ Plan administrator. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : • Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) • Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.) (c) • Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) • Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) • A listing of all employees not actively at work on the Participation Date including: (i) : ▪ Employees currently covered for life benefits under the waiver of premium provision (ii) provision ▪ Disabled employees whose life insurance is being maintained on a premium paying basis (iii) basis ▪ Employees on an approved leave of absence The information details and format for the initial transfer of data is outlined in Appendix OSSTF. The required information and format of the data may be subject to change from time to time on 30 days advance notice to the Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation DateEmployer.

Initial Transfer of Data. No later than XX Without limiting section 12, upon 60 calendar days prior to their Participation Datewritten notice, a the Participating Employer shall agrees to provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent Plan administrator, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent Plan administrator. Such information may be obtained directly from the Participating articipating Employer’s records or the Participating articipating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.); (b) Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.); (c) Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.); (d) Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed); (e) A listing of all employees not actively at work on the Participation Date including: (i) Employees currently covered for life benefits under the waiver of premium provision; (ii) Disabled employees whose life insurance is being maintained on a premium paying basis; (iii) Employees on an approved leave of absence absence. The information details and format for the initial transfer of data is outlined in Appendix XX. The required information and format of the data may be subject to change from time to time on 30 days advance notice to the Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation DateEmployer.

Initial Transfer of Data. No later than XX Without limiting section 12, upon 60 calendar days prior to their Participation Datewritten notice, a the Participating Employer shall agrees to provide to the Trustees, or in the Trustees’ discretion, the Administrative Agent• Plan administrator, all information which they may reasonably require in order to establish initial records for each eligible employee, in a format acceptable to the Administrative Agent• Plan administrator. Such information may be obtained directly from the Participating Employer’s records or the Participating Employer may direct the current carrier to provide such information. Such information will include, but will not be limited to: (a) : • Employee information for each eligible employee (name, address, identification number, birth date, gender, salary, status etc.) (b) ; • Current Insurance information for each covered employee (insurance effective date, current amounts of Life and Accidental Death and Dismemberment coverage including any optional amounts of employee, spouse or dependants dependents coverage, and single or family coverage level for Health and Dental etc.) (c) ; • Information on each covered dependant dependent (name, birth date, gender, details on whether the dependant dependent is covered under any other group plan etc.) (d) ; • Benefit history (pre-authorized drug or dental treatments, certain dollar amounts claimed and the associated dates that the expenses were claimed) (e) ; • A listing of all employees not actively at work on the Participation Date including: (i) :  Employees currently covered for life benefits under the waiver of premium provision (ii) ;  Disabled employees whose life insurance is being maintained on a premium paying basis (iii) ;  Employees on an approved leave of absence The information details and format for the initial transfer of data is outlined in Appendix ETFO. The required information and format of the data may be subject to change from time to time on 30 days advance notice to the Participating Employer shall provide any changes to this Initial Data no later than XX days prior to their Participation DateEmployer.