PLEASE READ THE FOLLOWING. You are acknowledging the following regarding the included Grantee Questionnaire: • This inserted Grantee Questionnaire is an accurate and true copy of such previously submitted DASNY Grantee Questionnaire. • The Grantee certifies that there has been no material change in the information provided in the Grantee Questionnaire. 2/8/2024 DocuSign Envelope ID: 27AE82F7-F4EC-4283-8268-B646C60ED760
PLEASE READ THE FOLLOWING. A. In order to facilitate pooling of the assets in all sub accounts, it is required that all deposits must be made in cash. The trust does not hold non-cash assets or real estate property.
B. Income and principal will be distributed for the Beneficiary at the sole discretion of CCT.
C. The provisions of this Joinder Agreement may be amended as determined reasonably necessary by CCT so long as any such amendment is consistent with the Master Trust Agreement or is deemed necessary to conform to any changes required by the law.
D. It is understood and agreed upon that the trust is for the sole benefit of the Beneficiary.
E. Trustee and other fees shall be charged in accordance with the Fee Schedule as amended from time to time.
PLEASE READ THE FOLLOWING. (a) In order to facilitate pooling of the assets in all sub accounts, it is required that all deposits must be made in cash. The trust does not hold non-cash assets or real estate property.
(b) Income and principal will be distributed for the Beneficiary at the sole discretion of CCT.
(c) The provisions of this Joinder Agreement may be amended as determined reasonably necessary by CCT so long as any such amendment is consistent with the Master Trust Agreement or is deemed necessary to conform to any changes required by the law.
(d) It is understood and agreed upon that the trust is for the sole benefit of the Beneficiary.
(e) Trustee and other fees shall be charged in accordance with the Fee Schedule as amended from time to time. See the Fee Schedule on Page 13. NOTE: CCT may, from time to time and at its discretion, hire additional professionals to serve as a liaison between CCT and the Beneficiary, or to assess the financial or custodial care arrangements of the Beneficiary and provide reports to CCT (e.g. accountants, attorneys, health care professionals, social workers, life care planners, care managers). CCT reserves the right to charge this expense to the Beneficiary’s trust sub account.
(f) Taxes
(1) The Grantor acknowledges that there have been no representations made to the Grantor regarding the deductibility of the contributions to the trust as charitable gifts or otherwise.
(2) Trust fund (sub account) income, whether paid in cash or distribution in other property may be taxable to the Beneficiary, subject to applicable exemptions and deductions. Professional tax advice is recommended.
(3) Income of the trust fund (sub account) may be taxable to the trust and when this occurs, such taxes shall be payable from the trust fund (sub account) of the Beneficiary.
(g) This trust administered by CCT is a pooled trust, governed by the laws of Virginia, in conformity with the provisions of 42 U.S.C. § 1396p, amended August 10, 1993, by the Revenue Reconciliation Act of 1993. To the extent there is conflict between the terms of the Trust Agreement and/or this Instrument, and the governing law as from time to time as amended, the law and regulations shall control.
PLEASE READ THE FOLLOWING. You are acknowledging the following regarding the included Grantee Questionnaire: • This inserted Grantee Questionnaire is an accurate and true copy of such previously submitted DASNY Grantee Questionnaire. • The Grantee certifies that there has been no material change in the information provided in the Grantee Questionnaire. Subject to the terms and conditions contained in this Agreement, DASNY shall disburse the Grant to the Grantee as follows: DASNY shall make payment to the Grantee, no more frequently than monthly, based upon Eligible Expenses (as set forth and in accordance with the schedule in Exhibit A) actually incurred by the Grantee, in compliance with Exhibit A and upon presentation to DASNY of the Payment Requisition Forms attached to this Agreement as Exhibit E and its attachments, together with such supporting documentation as DASNY may require in order to clearly demonstrate that Eligible Expenses were actually incurred by the Grantee in connection with the Project described herein. Payment shall be made by reimbursement, subject to the terms and conditions of Sections 4 and 5(a) of this Agreement; by payment on invoice subject to the terms and conditions of Sections 4 and 5(b) of this Agreement; or, for real property acquisition, subject to the terms and conditions of Sections 4 and 5(c) of this Agreement. Supporting documentation acceptable to DASNY must be provided prior to payment, including invoices and proof of payment in a form acceptable to DASNY. If the fronts and backs of canceled checks cannot be obtained from the Grantee’s financial institution, a copy of the front of the check must be provided, along with a copy of a bank statement clearly showing that payment was made by the Grantee to the contractor. DASNY reserves the right to request additional supporting documentation in connection with requests for payment, including the backs of canceled checks, certifications from contractors or vendors, or other documentation to verify that grant funds are properly expended. Please note that quotes, proposals, estimates, purchase orders, and other such documentation do NOT qualify as invoices. The Grantee agrees to provide such documentation to DASNY as may be requested by XXXXX in its sole and absolute discretion to support a requisition for payment, to determine compliance by the Grantee with the terms of this Agreement or otherwise reasonably requested by DASNY in connection with the Grant, and further acknowledges that if documentat...
PLEASE READ THE FOLLOWING. All appointments must be in the office. Please be aware that insurance companies do not pay for telephone visits, report writing, frequent/lengthy phone contact, late cancellations and/or no show fees. There may be fees assessed with any and all of these services not covered by insurance.
PLEASE READ THE FOLLOWING. I understand that any no shows or late cancellations (less than 24 hours notice) will be billed at the rate of $50.00. I also understand that insurances companies will not cover these charges and I am therefore responsible for this payment.
