Optional Percentage for Other Trust Beneficiaries. The Account Founder may choose to have some or all of the funds remaining in the Beneficiary’s Individual Trust Account be retained by the Trustee and held in the BIAWA Pooled Third Party Special Needs Trust for the benefit of other beneficiaries. The Trustee will determine the timing and amount paid to the other beneficiaries. Percentage Retained by Trust for Other Beneficiaries: %
Appears in 4 contracts
Samples: Special Needs Trust Joinder Agreement, Special Needs Trust Joinder Agreement, Special Needs Trust Joinder Agreement
