Telephone Exchange Privilege Sample Clauses

Telephone Exchange Privilege. Unless indicated below, I authorize the Transfer Agent to accept instructions from any person to exchange shares in my account(s) by telephone in accordance with the procedures and conditions set forth in the Fund's current prospectus. [ ] I do not want the Telephone Exchange Privilege. I hereby designate the following beneficiary to receive the balance in my IRA xxxtodial account upon my death. To be effective, the designation of beneficiary and any subsequent change in designation of beneficiary must be filed with the Custodian prior to my death. If no beneficiary is designated or no designated beneficiary or contingent beneficiary survives me, the balance in my IRA xxxl be distributed to the legal representatives of my estate. This designation revokes any prior designations. I retain the right to revoke this designation. In the event that I die and no primary beneficiary listed below (or such beneficiary's heirs, if applicable) is alive, distribute all Fund accounts in my IRA xx the following contingent beneficiary, or contingent beneficiary's heirs, if applicable. PRIMARY BENEFICIARY(IES) Name % Relationship ------------------------------------ ---- -------------- Beneficiary's Social Security Number Birth Date / / ------------- -- -- -- Name % Relationship ------------------------------------ ---- -------------- Beneficiary's Social Security Number Birth Date / / ------------- -- -- -- CONTINGENT BENEFICIARY Name % Relationship ------------------------------------ ---- -------------- Social Security Number Birth Date / / --------------------------- -- -- -- -------------------------------------------------------------------------------- 6. AUTHORIZATION AND SIGNATURE I hereby adopt the A I M Distributors, Inc. Individual Retirement Account appointing Boston Safe Deposit and Trust Company as Custodian. I have received and read the current prospectus of the investment company(ies) selected in this agreement and have read and understand the IRA xxxtodial agreement and disclosure statement and consent to the custodial account fees as specified. I understand that a $10 annual AIM Fund IRA Xxxntenance Fee will be deducted in early December from my AIM IRA xxxount. Under the Interest and Dividend Tax Compliance Act of 1983, the Fund is required to have the following certification. Under the penalties of perjury, I certify that (i) the number shown in Section 1 is my correct Social Security/Taxpayer Identification Number and (ii) I am not subject to backup wi...

Telephone Exchange Privilege. I authorize telephone exchanges with each current or future series of the XxxXxx Funds and such other funds as may be established, in accordance with the Prospectus and Statement of Additional Information, upon telephone instructions by any person to UMB a. Only if you do not wish to authorize the Telephone Exchange Privilege, please check here. □ (Optional) In instances where there is a “reasonable belief” of financial exploitation, XxxXxx will be able (but not required) to place a “temporary hold” on a senior or vulnerable shareholder’s account in the XxxXxx Funds in order to contact the investor and/or the investor’s designated Trusted Contact Person, if needed, to investigate any issues before releasing funds (FINRA RULE 2165 and 4512– Financial Exploitation of Specified Adults). Appointing a Trusted Contact Person may be beneficial to an investor with a health issue such as Alzheimer’s disease, dementia, or other forms of diminished capacity, among other things. By designating a Trusted Contact Person on this Application, the shareholder authorizes XxxXxx Funds and DST to contact the Trusted Contact Person and disclose information about the customer’s account to address possible financial exploitation, to confirm the specifics of the customer’s current contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney. Also, the shareholder authorizes that the Trusted Contact Person may receive unclaimed property notices due to shareholder mail returned by the post office or due to inactivity in the shareholder’s account, as may be required by State law, and that the Trusted Contact Person may verify that the account has not been abandoned and provide the shareholder’s current location and contact information. However, a Trusted Contact Person is not authorized to request transactions on the account or take ownership of the account solely on the basis of being named as a Trusted Contact Person. Print Full name Date of Birth (must be 18 years old) Relationship to Shareholder Street Address, City, State, Zip Code Telephone Number(s) Email

Telephone Exchange Privilege. To establish the telephone exchange feature, check the box below. Exchanges can be made only between Xxxxxx Xxxxxxx Masters Fund accounts that have the same ownership. ‘ Please add the telephone exchange feature to my account.