Common use of Per Stirpes Beneficiary Designations Clause in Contracts

Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Custodian - Disclaimer: The Participant's spouse may have a property interest in the account, and may also have a right to dispose of that property interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or legal professional should be consulted.

Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) Contingent Beneficiary | | % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Custodian - Disclaimer: The Participant's spouse may have a property interest in the account, and may also have a right to dispose of that property interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or legal professional should be consulted.

Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Custodian - DisclaimerConsent of the Participant’s spouse may be required in a community property or marital property state to effectively designate a beneficiary other than, or in addition to, the Participant’s spouse. Disclaimer for Community and Marital Property States: The Participant's spouse may have a property interest in the account, account and may also have a the right to dispose of that property the interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, investments and the Custodian specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, designation or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or please consult your legal professional should be consulted.advisor. I consent to the Beneficiary Designation. | Signature of Depositor’s Spouse (if applicable) Date

Per Stirpes Beneficiary Designations. The Custodian shall accept as complete and accurate all written instructions provided in good order by the estate/executor with regard to the identification of the beneficiaries and the allocations thereto. Check here if you have attached and signed separate sheet with additional Primary or Contingent Beneficiaries. Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Primary Beneficiary Contingent Beneficiary | Name of Beneficiary (Individual or Trust) Contingent Beneficiary | | % of Distribution | Relationship Birthdate or Date of Trust | | | Beneficiary’s Mailing Address City State Zip Code Custodian - DisclaimerConsent of the Participant’s spouse may be required in a community property or marital property state to effectively designate a beneficiary other than, or in addition to, the Participant’s spouse. Disclaimer for Community and Marital Property States: The Participant's spouse may have a property interest in the account, account and may also have a the right to dispose of that property the interest by will. Therefore, the Custodian, together with any sponsors, issuers, depositories and other persons or entities associated with the investments, investments and the Custodian specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation, designation or any warranty as to the ownership of the account after the death of the Participant or the Participant's spouse. For additional information, a qualified tax or please consult your legal professional should be consulted.advisor. I consent to the Beneficiary Designation. | Signature of Depositor’s Spouse (if applicable) Date