Participant Accounts. Upon receipt of all necessary Participant data, demographic and other Participant enrollment data from Plan Sponsors and Participants, BOSTON FINANCIAL shall provide recordkeeping for each Participant account as set forth under the SIMPLE XXX Plan (“Account”). BOSTON FINANCIAL shall maintain individual Participant Accounts on its records on TRAC in the name of the custodian for the benefit of the individual Participants. The Accounts of Participants will be credited with shares of the Trust (“Shares”). BOSTON FINANCIAL will, pursuant to instructions from Participants, purchase the instructed number of Shares and hold such Shares in the appropriate Participant Account.
Appears in 10 contracts
Samples: Transfer Agency Agreement (JPMorgan Trust IV), Transfer Agency Agreement (JPMorgan Trust III), Transfer Agency Agreement (JPMorgan Institutional Trust)
Participant Accounts. Upon receipt of all necessary Participant data, demographic and other Participant enrollment data from Plan Sponsors and Participants, BOSTON FINANCIAL shall provide recordkeeping for each Participant account as set forth under the SIMPLE XXX Plan (“Account”). BOSTON FINANCIAL shall maintain individual Participant Accounts on its records on TRAC in the name of the custodian for the benefit of the individual Participants. The Accounts of Participants will be credited with shares of the Trust (“"Shares”"). BOSTON FINANCIAL will, pursuant to instructions from Participants, purchase the instructed number of Shares and hold such Shares in the appropriate Participant Account.
Appears in 3 contracts
Samples: Transfer Agency Agreement (Jpmorgan Insurance Trust), Transfer Agency Agreement (JPMorgan Institutional Trust), Transfer Agency Agreement (JPMorgan Trust I)
