Stocks, Bonds, Mutual Funds Sample Clauses

Stocks, Bonds, Mutual Funds. For each account that the Husband will be the sole owner of, provide a description of the property (100 shares of XYZ Corp.), the current owner(s) of the account and the basis (purchase price) of the account.
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Stocks, Bonds, Mutual Funds. If gifting securities, bonds or mutual funds, please complete the section below as well as Letter(s) of Instruction from your external custodian or request a Letter of Authorization via email at xxxxx@xxxxxxx.xxx. If any assets are held in physical form, an Irrevocable Stock/Bond Power is also required for each asset. Originals should be presented to the firm holding the asset(s) and a copy sent to xxxxx@xxxxxxx.xxx. If there are more than five instruments being contributed, please list them on an additional sheet. Please note that securities held for less than one year cannot be deducted at full market value. Name of Stocks/Bonds/Mutual Funds Ticker/ CUSIP # of Shares Account # and Name of Transferring Institution Acquisition Date All Depository Trust Company — eligible & free transactions should be directed to: Brokerage Firm: Xxxxxxx Xxxxxx & Co DTC Number: 0164 Code 40 A/C Title: National Philanthropic Trust A/C Number: 1206-2706 Physical Certificates Mail Physical Certificate and Irrevocable Stock or Bond Power with medallion guarantee under separate cover to National Philanthropic Trust.
Stocks, Bonds, Mutual Funds. Info (identify all stocks, bonds, mutual funds, ownership and amounts).

Related to Stocks, Bonds, Mutual Funds

  • Bonds The Contractor shall furnish both a performance bond and a payment bond and shall pay the premiums thereon as a Cost of the Work. The Performance Bond shall guarantee the full performance of the Contract.

  • Savings Bonds 1. The Employer agrees to include employees in the existing system of payroll deduction through which an employee may purchase United States Savings Bonds.

  • RECYCLED BOND PAPER Consistent with the Board of Supervisors’ policy to reduce the amount of solid waste deposited at the County landfills, the Contractor agrees to use recycled-content paper to the maximum extent possible on this Contract.

  • Contract Bonds Contract bonds shall conform to the requirements of Section 103.05.

  • Performance Bonds Buyer shall have obtained, or caused to be obtained, in the name of Buyer, replacements for Seller’s and/or Seller’s Affiliates’ bonds, letters of credit and guarantees, and such other bonds, letters of credit and guarantees to the extent required by Section 7.05.

  • Construction Bonds In accordance with 153.54, et. seq. of the Ohio Revised Code, the recipient shall require that each of its Contractors furnish a performance and payment bond in an amount at least equal to 100 percent (100%) of its contract price as security for the faithful performance of its contract;

  • Performance Bond and Payment Bond The Contractor shall furnish both a performance bond and a payment bond in the exact form set forth in Section 7, (Forms) of these General Conditions.

  • FEMA Fund Certifications Submission of this proposal is Vendor’s certification that Vendor agrees to this term. Vendor certifies that IF and when Vendor accepts a TIPS purchase paid for in full or part with FEMA funds, Vendor certifies that: (1) Vendor agrees to provide the TIPS Member, the FEMA Administrator, the Comptroller General of the United States, or any of their authorized representatives access to and rights to reproduce any books, documents, papers, and records of the Contractor which are directly pertinent to this contract for the purposes of making audits, examinations, excerpts, and transcriptions. The Vendor agrees to provide the FEMA Administrator or an authorized representatives access to construction or other work sites pertaining to the work being completed under the contract. Vendor acknowledges and agrees that no language in this contract or the contract with the TIPS Member is intended to prohibit audits or internal reviews by the FEMA Administrator or the Comptroller General of the United States. (2) The Vendor shall not use the Department of Homeland Security’s seal(s), logos, crests, or reproductions of flags or likenesses of DHS agency officials without specific FEMA pre-approval. (3) The Vendor will comply with all applicable Federal law, regulations, executive orders, FEMA policies, procedures, and directives. (4) The Federal Government is not a party to this contract and is not subject to any obligations or liabilities to the non-Federal entity, contractor, or any other party pertaining to any matter resulting from the contract. (5) The Vendor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Vendor’s actions pertaining to this contract.

  • Investments Make any Investments, except:

  • Bonds Insurance a. Payment Bond & Performance Bond: Contractor shall not commence the Work until it has provided to the District, a Payment (Labor and Material) Bond and a Performance Bond, in the forms attached hereto, each in an amount equivalent to one hundred percent (100%) of the Contract Price issued by a surety admitted to issue bonds in the State of California and otherwise acceptable to the District.

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