Investment Election. A Participant who has established any Account within the Plan shall, by filing a written direction with the Plan Administrator, specify the percentage of his Accounts which are to be invested in each of the Investment Options described in Section 10.02. The Plan Administrator may limit the percentage alternatives available in a uniform and non-discriminatory manner. Any investment direction given by a Participant shall be deemed to be a continuing direction until changed.
Investment Election. I elect the following account type and investment carrier for my Supplemental Retirement Account contributions. (Investment carrier on-line enrollment must be completed when establishing new account.) Tax-Deferred 403(b) Contributions TIAA-CREF Annuity Contract (Plan #101686) Vanguard Custodial Account (Plan #090272) Xxxx 403(b) After-Tax Contributions TIAA-CREF Annuity Contract (Plan #101686) Vanguard Custodial Account (Plan #090272) Amount of Tax-Deferred Salary Reduction: Amount of After-Tax Salary Reduction: I direct that this amount be contributed on my behalf to the investment of my choice (indicated above). $ /month beginning I direct that this amount be contributed on my behalf to the investment of my choice (indicated above). $ /month beginning Salary Reduction Agreement: (Please read additional acknowledgement on back of form) Name Campus Address Empl ID Campus Phone I authorize Case Western Reserve University to reduce my basic salary, effective as of the first day of the month following the month in which this agreement is executed. Such salary reduction amount will be applied by CWRU to purchase one or more annuity contracts and/or mutual funds for me, as set forth on this form. I understand that both my pre-tax and after-tax contributions are part of my allowable maximum contribution through CWRU. I acknowledge that this Agreement is subject to the conditions on the reverse side of this form, and that contributions to other tax- deferred plans can affect my allowable maximum contribution through CWRU. I understand that this Agreement will continue in force unless changed in writing by me. Employee Signature Date SRA Waiver I elect to stop my participation in my: Tax-Deferred 403(b) Supplemental Retirement Account Xxxx 403(b) After-Tax Supplemental Retirement Account End date Employee Signature Date Benefits Administration Use Only Received Effective Date by Date Salary Reduction Agreement I acknowledge that this Agreement is subject to the following conditions: It remains in effect unless terminated by me upon 30 days’ written notice, I die, or my CWRU employment terminates. The amount of reduction may be changed only one each quarter of the calendar year effective for compensation earned from and after the first day of the month following the month in which a revised salary reduction agreement is executed provided it is received by CWRU at least five business days before the end of the month of execution. The amount of sala...
Investment Election. Each Participant may direct the Custodian to invest Contributions (and loan repayments) posted to his or her Accounts and other amounts allocated and posted to the Participant’s Account in one or more Investment Funds; provided, however, that a separate Investment Election is required for Rollover Contributions. If a Participant does not have a valid Investment Election on file, his or her Investment Election will be deemed to be a 100% election of the Investment fund designated by the Administer as the default option, as indicated in Appendix 1.54. If the Participant elects to have any such Contributions made on his or her behalf invested in more than one Investment Fund, he or she must designate in whole multiples of one percent (1%) what percentage of the Contribution is to be invested in each such Investment Fund. Notwithstanding the above, no Investment Election may be made by a Participant or Beneficiary which directs the investment of any Contributions into the PepsiCo Stock Fund.
Investment Election. Pursuant to Section 2 of the Agreement, I hereby express my desire that x the amount of my trustee fees deferrals which are paid to Allmerica Financial Life Insurance and Annuity Company shall be invested as set forth below. Percentage Description of Investment Vehicle 30 % Select Value Opportunity Fund % 20 % Select Emerging Markets Fund % % % 30 % Select Growth and Income Fund % 20 % Investment Grade Income Fund % 100 % Total (must be 100%) I understand that the deemed investment election which I have made pursuant to the Agreement shall remain in effect until such time as I submit a new Investment Election to the Board of Investment and the Board of Investment has a reasonable time to act thereon. I recognize in accordance with Section 2 of the Agreement that the Board of Investment is not required to follow my investment elections and that such Board of Investment and any member thereof shall have no liability to me for the failure to so invest my salary deferrals. Signed this 27th day of December, 2000. /s/ Xxxxxx X. Xxxxxxxxx (Signature of Trustee) Xxxxxx X. Xxxxxxxxx (Print or Type Name of Trustee) 0 Xxxxxxx Xxxxxx, Belmont, MA 02478 617-484-6700 00 Xxxxxxx Xxxx, Xxxxxxx, XX 00000 617-489-6714 000 Xxxxxxx Xxxx, Xxxxxxx, XX 00000 617-489-6722 000 Xxxxxxx Xxxxxx, Xxxxxxxxx, XX 00000 617-926-1114 00 Xxxxx Xxxxxx Xxxxxx, Xxxxxxxxx, XX 00000 617-926-1325 FIRST AMENDMENT TO DEFERRED COMPENSATION AGREEMENT is made and entered into as of this 18th, of September 2003, by and between Belmont Savings Bank, a Massachusetts savings bank organized under Massachusetts General Laws, Chapter 168, with its principal office and place of business at Two Xxxxxxx Street, Belmont, Massachusetts (“Bank”) and Xxxxxx X. Xxxxxxxxx, an individual who is currently serving as a Trustee of the Bank (“Trustee”). WITNESSETH THAT:
Investment Election. A Participant shall make an investment election in the manner and form prescribed by the Insurance Company. The investment election shall specify the percentage that Salary Reduction Contributions and Rollover Contributions, as applicable, shall be allocated between the General Account and the Sub-Accounts of the Separate Account. The percentages specified in any investment election must be in multiples of ten percent (10%) and the sum of such percentages must equal one hundred percent (100%). A Participant's investment election shall remain in effect until the Participant changes the investment election, in the manner prescribed by the Insurance Company.
Investment Election. I direct that the amount I have deferred pursuant to Section 1 of this Agreement shall be deemed to be invested in the following Investment Funds in the percentages indicated: (must be increments of 1%) % Fidelity Retirement Money Market Portfolio % PIMCO Total Return Fund — Administrative Class (1) % Oakmark Equity and Income Fund — Class 1 % Washington Mutual Investors Fund—Class A % Fidelity Dividend Growth Fund % Vanguard Institutional Index Fund — Institutional Class % Fidelity Mid-Cap Stock Fund (2) % American AAdvantage Small Cap Value Fund—Plan Ahead Class % FMA Small Company Portfolio-Institutional Class % Wasatch Small Cap Growth Fund % Fidelity Diversified International Fund (3) % Xxxxxxxxx World Fund—Class A (4) % The Progressive Corporation Stock Fund 100% TOTAL
Investment Election. I understand that I have the right to make recommendations to the Employer regarding how I want the Employer to invest the account established by the Employer under the Plan for my benefit, based upon those investment vehicles that the Employer makes available under the Plan from time to time. However, I also understand that the Employer is not required to follow my recommendations and that my entire account is subject to the claims of the Employer’s creditors until the account is distributed in full to me. Accordingly, I hereby recommend to the Employer the following investments for my account. I understand that I can change my investment recommendations at any time. % of Plan Account Description of Investment Vehicle (for example, the mutual fund name) Total = 100% Dated this day of , 20 . PARTICIPANT: [signature] [print/type name] Accepted for the Plan Administrator on this day of , 20 . By: [signature] [print/type name, title]
Investment Election. I direct that the amount I have deferred pursuant to Section 1 of this Agreement shall be deemed to be invested in the following Investment Funds in the percentages indicated: (MUST BE INCREMENTS OF 1%) ______% Fidelity Retirement Money Market Portfolio ______% PIMCO Total Return Fund (Admin) ______% Oakmark Equity and Income Fund ______% Vanguard Institutional Index Fund ______% Washington Mutual Investors Fund - Class A ______% FMA Small Company Portfolio-Institutional Class ______% Fidelity Dividend Growth Fund ______% Fidelity Mid-Cap Stock Fund (1) ______% Wasatch Small Cap Growth Fund ______% Fidelity Diversified International Fund (2) ______% Janus Worldwide Fund ______% The Progressive Corporation Stock Fund 100% TOTAL
Investment Election. I direct that the amount I have deferred pursuant to Section 1 of this Agreement shall be deemed to be invested in the following Investment Funds in the percentages indicated: (must be increments of 1%) ______% Fidelity Retirement Money Market Portfolio ______% PIMCO Total Return Fund - Administrative Class (1) ______% Oakmark Equity and Income Fund - Class 1 ______% Washington Mutual Investors Fund - Class A ______% Fidelity Dividend Growth Fund ______% Vanguard Institutional Index Fund - Institutional Class ______% Fidelity Mid-Cap Stock Fund (2) ______% American AAdvantage Small Cap Value Fund - Plan Ahead Class ______% FMA Small Company Portfolio-Institutional Class ______% Wasatch Small Cap Growth Fund ______% Fidelity Diversified International Fund (3) ______% Xxxxxxxxx World Fund - Class A (4) ______% The Progressive Corporation Stock Fund 100% TOTAL
Investment Election. Pursuant to Section 2 of the Agreement, I hereby express my desire that x the amount of my trustee fees deferrals which are paid to Allmerica Financial Life Insurance and Annuity Company shall be invested as set forth below. Percentage Description of Investment Vehicle 20 % Select Value Opportunity Fund % 20 % Select Emerging Markets Fund % 20 % Equity Index Fund % 20 % Select Growth and Income Fund % 20 % Investment Grade Income Fund % 100 % Total (must be 100%) I understand that the deemed investment election which I have made pursuant to the Agreement shall remain in effect until such time as I submit a new Investment Election to the Board of Investment and the Board of Investment has a reasonable time to act thereon. Signed this 30th day of November, 1998. /s/ Xxxxxx X. Xxxxxxxxx (Signature of Trustee) Xxxxxx X. Xxxxxxxxx (Print or Type Name of Trustee) BELMONT SAVINGS BANK DEFERRED COMPENSATION AGREEMENT ELECTION FORM I, Xxxxxx X. Xxxxxxxxx a Trustee of Belmont Savings Bank (“Bank”) who maintains a Deferred Compensation Agreement (“Agreement”) with said Bank hereby make the following elections:
