Remainder Beneficiaries Sample Clauses

Remainder Beneficiaries. If money is left in the sub-account when the Beneficiary passes away, after the provisions of Section 8.03 are met, I want the money to be distributed as follows: Beneficiary Percentage Address ‌‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust *Total percentage must equal 100% Schedule C Trustee Fees There is a one-time enrollment fee of $500.00, which will be deducted from the initial deposit. There is a fee of $120.00 per hour for Trust Administration and Accounting Department time billed in increments. An annual administrative/investment advisor fee of 1.4% will be charged to all funded subaccounts quarterly. You may also be charged for extraordinary administrative services, expenses, or if an attorney or other staff needs to be consulted regarding your trust sub-account. Time will be billed in increments accordingly.
Sample 1Sample 2Sample 3
AutoNDA by SimpleDocs
Remainder Beneficiaries. If money is left in the sub-account when the Beneficiary passes away, after the provisions of Section 8.03 are met, I want the money to be distributed as follows: Beneficiary Percentage Address ‌‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust Beneficiary Percentage Address ‌‌ Distribute funds outright, free of trust Maintain a sub-account with a third-party pooled trust *Total percentage must equal 100% Schedule C Fees Please review our "Notice of Fees" for current fee schedule. Any revision to the fee schedule will be communicated in writing at least 30 days in advance of the change. Xxxxxxxx A, B & C
Sample 1Sample 2
Remainder Beneficiaries. The Contributor hereby names the following persons and or entities as Remainder Beneficiaries (shown as RB below) in the following shares, percentages, or sums or amounts of money: RB1 Name & Share: If RB1 does not survive, then Share either lapses and is distributed among the surviving‌ RB’s or is distributed as follows: RB2 Name & Share: If RB2 does not survive, then Share either lapses and is distributed among the surviving‌ RB’s or is distributed as follows: - RB3 Name & Share: If RB3 does not survive, then Share either lapses and is distributed among the surviving‌ RB’s or is distributed as follows: RB4 Name & Share: ‌‌ If RB4 does not survive, then Share either lapses and is distributed among the surviving RB’s or is distributed as follows: RB5 Name & Share: If RB5 does not survive, then Share either lapses and is distributed among the surviving‌‌‌ RB’s or is distributed as follows: RB6 Name & Share: ‌‌ If RB6 does not survive, then Share either lapses and is distributed among the surviving RB’s or is distributed as follows:
Sample 1Sample 2
Remainder Beneficiaries. Funds remaining in the Subaccount after payment of expenses will be paid to the following individuals or entities: (Participant must select at least one option):
Sample 1Sample 2
Remainder Beneficiaries. The Contributor hereby names the following persons and entities as Remainder Beneficiaries (shown as RB below) in the following shares, percentages, or sums or amounts of money: RB1 Name & Share: If RB1 does not survive, then Share either lapses and is distributed among the surviving‌ RB’s or is distributed as follows:
Sample 1Sample 2
Remainder Beneficiaries. If there are funds remaining in the Subaccount after satisfaction of the payments as directed, the individuals or entities, as identified on the attached Schedule B, will receive the remaining funds.
Sample 1Sample 2
Remainder Beneficiaries. Any remaining funds that are not distributed to Life Services, as set forth above, shall be distributed to the following Remainder Beneficiaries: Name 1: Address: Telephone: Relationship to Sponsor: Social Security Number for Remainder Beneficiary: EIN for Remainder Beneficiary (if Non-Profit): Date of Birth for Remainder Beneficiary: Share of the remainder (amount or percentage): Name 2: Address: Telephone: Relationship to Sponsor: Social Security Number for Remainder Beneficiary: EIN for Remainder Beneficiary (if Non-Profit): Date of Birth for Remainder Beneficiary: Share of the remainder (amount or percentage): Sponsor (jointly if both alive, otherwise singly), with the consent and approval of Life Services have the ability to modify, add or eliminate Remainder Beneficiaries as identified in this section (as long as there is no reduction in the Required Minimum Distribution Amount as set forth above in 3. a.).
Sample 1
AutoNDA by SimpleDocs
Remainder Beneficiaries. Distribution of Non-Retirement Accounts:
Sample 1
Remainder Beneficiaries. Any remaining funds that are not distributed to Life Services, as set forth above, shall be distributed to the following Remainder Beneficiaries: ACT for Life Services: Advocacy, Comprehensive Planning, and Trust Services for Individuals with Disabilities Page 1 third party pooled trust sponsor agreement Name 1: Address: Telephone: Relationship to Sponsor: Social Security Number for Remainder Beneficiary: EIN for Remainder Beneficiary (if Non-Profit): Date of Birth for Remainder Beneficiary: Share of the remainder (amount or percentage): Name 2: Address: Telephone: Relationship to Sponsor: Social Security Number for Remainder Beneficiary: EIN for Remainder Beneficiary (if Non-Profit): Date of Birth for Remainder Beneficiary: Share of the remainder (amount or percentage): IMPORTANT! If after due diligence the Remainder Beneficiaries cannot be located, or the designated non-profit charitable Remainder Beneficiary went out of business, the Trust Account Remainder shall be distributed to Life Services.
Sample 1

Related to Remainder Beneficiaries

  • Intended Beneficiaries Nothing in this Agreement shall be construed to give any person or entity other than the parties hereto any legal or equitable claim, right or remedy. Rather, this Agreement is intended to be for the sole and exclusive benefit of the parties hereto.

  • How do the RMD Rules Impact my Designated Beneficiary or Beneficiaries The RMD rules provide for the determination of your designated beneficiary or beneficiaries as of September 30 of the year following your death. Consequently, any beneficiary may be eliminated for purposes of calculating the RMD by the distribution of that beneficiary’s benefit, through a valid disclaimer between your death and the end of September following the year of your death, or by dividing your IRA account into separate accounts for each of several designated beneficiaries you may have designated.

  • Beneficiaries The Executive may designate one or more persons or entities as the primary and/or contingent beneficiaries of any amounts to be received under this Agreement. Such designation must be in the form of a signed writing acceptable to the Board or the Board's designee. The Executive may make or change such designation at any time.

  • Member Benefits The members shall be entitled to the following benefits during the term of this Agreement, save and except as otherwise hereinafter provided:

  • Death Benefit Should Employee die during the term of employment, the Company shall pay to Employee's estate any compensation due through the end of the month in which death occurred.

  • Successors, Assigns, and Beneficiaries A. Owner and Engineer are hereby bound and the successors, executors, administrators, and legal representatives of Owner and Engineer (and to the extent permitted by Paragraph 4.01.B the assigns of Owner and Engineer) are hereby bound to the other party to this Agreement and to the successors, executors, administrators, and legal representatives (and said assigns) of such other party, in respect of all covenants, agreements, and obligations of this Agreement.

  • Third Party Beneficiaries This Agreement is intended for the benefit of the parties hereto and their respective permitted successors and assigns, and is not for the benefit of, nor may any provision hereof be enforced by, any other person.

  • Death Benefits Upon the Executive's death during the Contract Period, his estate shall not be entitled to any further benefits under this Agreement.

  • Domestic Partner Benefits An employee seeking to obtain benefit coverage for the employee’s domestic partner and the child(ren) of that domestic partner must satisfy all of VEHI’s current eligibility criteria and submit an affidavit in the format required by XXXX, all as posted on VEHI’s website, to the district business office.

  • Superior Benefits Employees receiving benefits and/or wages specified in this Agreement, superior to those provided in this Agreement, shall remain at the superior benefit level which was in effect on the effective date of this Agreement, until such time as such superior benefits are surpassed by the benefits and/or wages provided in succeeding agreements. This provision applies only to employees on staff as of the effective date of this Agreement.

Time is Money Join Law Insider Premium to draft better contracts faster.