Common use of SIGNATURE REQUIRED Clause in Contracts

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

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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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 219221 Mail Stop: Inland Real Estate Federated Hermes Kansas City, MO 64121-9182 9221 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 REQUIREDREQUIRED 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 INFORMATIONINFORMATION *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: RMD CALCULATION OPTIONSPRODUCT SELECTION Step 3: BENEFICIARY ONE TIME WITHDRAWAL INSTRUCTIONS 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 METHODONE TIME WITHDRAWAL DISTRIBUTION REASON

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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 219164 Mail Stop: Inland Real Estate Invesco INREIT Kansas City, MO 64121-9182 9164 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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 219985 Mail Stop: Inland Real Estate RREEF Property Trust Kansas City, MO 64121-9182 9985 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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 219255 Mail Stop: Inland Real Estate Greenbacker Kansas City, MO 64121-9182 9255 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Combined Traditional/Roth Ira Kit

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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 219047 Mail Stop: Inland Real Estate Penn Square Kansas City, MO 64121-9182 9047 000 Xxxx 0xx Xxxxxx 855000-387000-0000 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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 219959 Mail Stop: Inland Real Estate Procaccianti Kansas City, MO 64121-9182 9959 000 Xxxx 0xx Xxxxxx 855000-387000-0000 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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 219206 Mail Stop: Inland Real Estate Cantor Kansas City, MO 64121-9182 9206 000 Xxxx 0xx Xxxxxx 855000-387000-0000 Xxxxxx XxxxCity, XX 00000MO 64105-00001407 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 REQUIREDREQUIRED 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 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: 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 METHODPRODUCT SELECTION

Appears in 1 contract

Samples: Ira Prototype Plan Agreement

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