Living Trust. 15(b) Manager...................................... 15(b)
Living Trust. An employee who is diagnosed as terminally ill and is on disability shall have the option to collect his/her life insurance benefits subject to the terms, conditions and provisions of the Principal Financial Group’s “Accelerated Benefits” plan.
Living Trust. (or any successor), as Trustee of the
Living Trust. 1 A married xxxxxxx whose Units are community property may dispose only of his or her own interest in the Units. In such cases, the grantee’s spouse may (a) consent to the grantee’s designation by signing the Spousal Consent or (b) designate the grantee or any other person(s) as the beneficiary(ies) of his or her interest in the Units on a separate Beneficiary Designation. (or any successor), as Trustee of the Trust, dated (print name of trust) (fill in date trust was established) Contingent Beneficiary(ies) (Select only one of the three alternatives) ¨ (a) Individuals and/or Charities % Share
1) Name Address 2) Name Address
Living Trust. A living trust is a trust created while you are still alive. If you establish a trust, you are a grantor or trustor. If you are managing a trust, you are a trustee. You can be both a grantor and a trustee. If another individual established a trust for you, you are the beneficiary. A living trust will continue after the death of the grantor, and does not require involvement of the Probate Court. Because the trust is recognized as a separate entity, the trustee can continue to make distributions to the beneficiary without any involvement from the court. Accessing bank account(s) online to pay bills, manage money, or balance spending with incoming funds. Using a debit card to make purchases when handling paper money or checks is difficult.
Living Trust. The___________________________________ Trust, dated _______________________ (print name of trust) (fill in date trust was established) CONTINGENT BENEFICIARY(IES) (Select only one of the three alternatives)
(a) INDIVIDUALS AND/OR CHARITIES % SHARE Name____________________________________________________________ _____ Address ___________________________________________________________________ Name____________________________________________________________ _____ Address ___________________________________________________________________ Name____________________________________________________________ _____ Address ___________________________________________________________________ Exhibit A
Living Trust. The___________________________________ Trust, dated _______________________ (print name of trust) (fill in date trust was established)
Living Trust. The___________________________________ Trust, dated _______________________ (print name of trust) (fill in date trust was established) Should all the individual primary Beneficiary(ies) fail to survive me or if the trust named as the primary Beneficiary does not exist at my death (or no will of mine containing a residuary trust is admitted to probate within six months of my death), the contingent Beneficiary(ies) shall be entitled to my interest in the Deferred Compensation Account in the shares indicated. Should any individual beneficiary fail to survive me or a charity named as a beneficiary no longer exists at my death, such beneficiary's share shall be divided among the remaining named primary or contingent Beneficiaries, as appropriate, in proportion to the percentage shares I have allocated to them. In the event that no individual primary Beneficiary(ies) or contingent Beneficiary(ies) survives me, no trust (excluding a residuary testamentary trust) or charity named as a primary Beneficiary or contingent Beneficiary exists at my death, and no will of mine containing a residuary trust is admitted to probate within six months of my death, then my interest in the Deferred Compensation Account shall be disposed of by my will or the laws of intestate succession, as applicable. Capitalized terms used but not otherwise defined herein shall have the same meanings as set forth in the Arrangement. This Beneficiary Designation is effective until I file another such Beneficiary Designation with the Company. Any previous Beneficiary Designations are hereby revoked. Exhibit A
Living Trust. The Trust, dated (print name of trust) (fill in date trust was established)
(a) INDIVIDUALS AND/OR CHARITIES % SHARE Name Address Name Address Name Address
