SIGNATURE REQUIRED. I hereby acknowledge that this agreement is between the IRA Owner named in Step 1 and the Custodian and that Product and its affiliates (i) shall have no obligations or liability under this agreement or for any transactions executed in connection herewith; (ii) shall have no responsibility, discretion or involvement in evaluating or selecting assets or investments; and (iii) shall not be deemed to be a “fiduciary” as defined in the Employee Retirement Income Security Act of 1974, as amended, and/or Section 4975 of the Internal Revenue Code of 1986, as amended, with respect to any assets or property of the IRA account.
SIGNATURE REQUIRED. This authority is to remain in full force and effect until Pershing Advisor Solutions LLC has received written notification from me (or either of us) of its termination in such time and in such manner as to afford Pershing Advisor Solutions LLC and my (our) financial institution a reasonable opportunity to act on it. It is understood that if the period purchase of mutual funds is selected as a contribution type, this agreement authorizes payment for purchasing securities through my investment professional or financial organization via the systematic reinvestment system (SRS). I/we represent and warrant that each of us is an owner on the Bank Account and that each of us has full authority to cause funds to be withdrawn from the Bank Account and credited to the Pershing Advisor Solutions LLC account identified in Step 1. I/we understand that Xxxxxxxx is relying upon this representation in agreeing to permit the movement of funds via ACH between my/our Pershing Advisor Solutions LLC account and the Bank Account. Print Name Date — — Signature X Print Name Date — — Signature X Print Name Date — — Signature X Print Name Date — — Signature X Print Name Date — — Signature X
SIGNATURE REQUIRED. I hereby acknowledge that this agreement is between the IRA Owner named in Step 1 and the Custodian and that Product and its affiliates (i) shall have no obligations or liability under this agreement or for any transactions executed in connection herewith; (ii) shall have no responsibility, discretion or involvement in evaluating or selecting assets or investments; and (iii) shall not be deemed to be a “fiduciary” as defined in the Employee Retirement Income Security Act of 1974, as amended, and/or Section 4975 of the Internal Revenue Code of 1986, as amended, with respect to any assets or property of the IRA account. IRA Owner Signature Date Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219182 Mail Stop: Inland Real Estate Kansas City, MO 64121-9182 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000
Step 1: IRA OWNER INFORMATION
Step 2: DESIGNATION OF BENEFICIARIES
Step 3: SPOUSAL CONSENT I Am Not Married – I understand that if I become married in the future, I must complete a new IRA Designation of Beneficiary form. I Am Married and my Spouse is my primary beneficiary Step 4: SIGNATURES REQUIRED
Step 1: IRA OWNER INFORMATION
Step 2: RMD CALCULATION OPTIONS
Step 3: BENEFICIARY IRA RMD OPTIONS Required minimum distributions (RMDs) HAD NOT started for the original/deceased account holder. Required minimum distributions (RMDs) HAD started for the original/deceased account holder.
Step 4: CALCULATION MAILING METHOD
SIGNATURE REQUIRED. I, (print name) have read the terms and conditions of this contract found on the reverse side of this page and have reviewed the payment terms stated above. I understand that this contract is legally binding between CHI and my company. I am authorized to approve the terms of this contract.
SIGNATURE REQUIRED. This Agreement shall be considered binding when signed by all Parties. However, Resident/Fellow shall not receive any portion of his/her salary or other benefits until all requirements, as outlined hereinabove, have been met.
SIGNATURE REQUIRED. Once submitted, contracts are binding. Prior to occupancy, this Contract must be signed and dated or electronically accepted as evidence of acceptance of the terms, conditions and regulations stated in this Contract. At the time of signing a contract, if the student is not 18 years old, a parent or legal guardian of the student will be required to cosign the Contract. Failure to check in, pick up a key, or occupy the assigned space does not release the student from this Contract.
SIGNATURE REQUIRED. I hereby acknowledge that this agreement is between the IRA Owner named in Step 1 and the Custodian and that Product and its affiliates (i) shall have no obligations or liability under this agreement or for any transactions executed in connection herewith; (ii) shall have no responsibility, discretion or involvement in evaluating or selecting assets or investments; and (iii) shall not be deemed to be a “fiduciary” as defined in the Employee Retirement Income Security Act of 1974, as amended, and/or Section 4975 of the Internal Revenue Code of 1986, as amended, with respect to any assets or property of the IRA account. Forward To: First Trust Retirement, c/o DST Systems, Inc. Please Print or Type Regular Mail Overnight Delivery PO Box 219002 Kansas City, MO 64121-9002 888-808-7348 Mail Stop: Lightstone Group REIT430 Xxxx 0xx XxxxxxXxxxxx Xxxx, XX 00000-0000
Step 1: NAME & ADDRESS
SIGNATURE REQUIRED. This Certificate is not valid unless signed by the Correspondent on the attached Declarations page. Correspondent Not Insurer. The Correspondent is not an Insurer under this Certificate and is not liable for any loss or claim whatsoever. The Insurers are those Underwriters at Lloyd’s, London whose syndicate numbers can be ascertained from the Correspondent. As used in this Certificate, “Underwriters” includes incorporated as well as unincorporated persons or entities that are Underwriters at Lloyd’s, London.
SIGNATURE REQUIRED. I hereby acknowledge that this agreement is between the IRA Owner named in Step 1 and the Custodian and that Product and its affiliates (i) shall have no obligations or liability under this agreement or for any transactions executed in connection herewith; (ii) shall have no responsibility, discretion or involvement in evaluating or selecting assets or investments; and (iii) shall not be deemed to be a “fiduciary” as defined in the Employee Retirement Income Security Act of 1974, as amended, and/or Section 4975 of the Internal Revenue Code of 1986, as amended, with respect to any assets or property of the IRA account. IRA Owner Signature Date 12/2021 Specific details and guides for all FTR forms, and how to complete them, can be located in Guides & Forms at xxx.xxxxxxxxxxxxxxxxxxxx.xxx Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219622 Mail Stop: Bluerock REIT Kansas City, MO 64121-9622 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000
Step 1: IRA OWNER INFORMATION
Step 2: DESIGNATION OF BENEFICIARIES
Step 3: SPOUSAL CONSENT Step 4: SIGNATURES REQUIRED IRA WITHDRAWAL/RMD FORM Bluerock Industrial Growth REIT Please Print or Type Forward To: First Trust Retirement, c/o SS&C This form should be reviewed and completed with the assistance of a financial or tax advisor.
Step 1: IRA OWNER INFORMATION *If completing for a death distribution, please provide the beneficiary information in this section. A Certified Copy of the Death Certificate is required. Step 2: PRODUCT SELECTION
SIGNATURE REQUIRED. I, (print name) have read the terms and conditions of this contract found on the reverse side of this page and have reviewed the payment terms stated above. I understand that this contract is legally binding between CET and my company. I am authorized to approve the terms of this contract.
