Common use of Trust as a Primary Designation Clause in Contracts

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 6 contracts

Samples: Supplemental Compensation Agreement (Columbia Banking System Inc), Executive Supplemental Compensation Agreement (Pacific Financial Corp), Executive Supplemental Compensation Agreement (Pacific Financial Corp)

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Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ________________________________________________________________________________ ________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 3 contracts

Samples: Continuation Plan Agreement (Osage Federal Financial Inc), Continuation Plan Agreement (Osage Federal Financial Inc), Plan Agreement (Osage Federal Financial Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary) _______________________________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): _______________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 2 contracts

Samples: Dollar Life Insurance Agreement (Venture Financial Group Inc), Participation Agreement (Venture Financial Group Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________________ Execution Date of the Trust: _____ / _____ / Name of the Trustee: _________ Name of the Trustee: ___________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Split Dollar Agreement (Five Star Bancorp)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Dollar Agreement (California BanCorp \ CA)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ________________________________________________________________________________ ________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ ¨ Yes ________ ¨ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Executive Supplemental Retirement Plan (BV Financial, Inc.)

Trust as a Primary Designation. Name of the Trust: _________________________________________________________________ Execution Date of the Trust: _____ / _____ / __/_______/_______ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Executive Incentive Retirement Plan Agreement (GCF Bancorp Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): _________________________________________________________________________________ _________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ ¨ Yes ________ ¨ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.) Exhibit 10 (cont.)

Appears in 1 contract

Samples: Plan Agreement (Citizens Financial Corp/De/)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ____________________________________________________________________________________________________ ____________________________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ ¨ Yes ________ ¨ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.) Exhibit 10 (cont.)

Appears in 1 contract

Samples: Plan Agreement (Citizens Financial Corp/De/)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________________________________________ Execution Date of the Trust: _____ / _____ / Name of the Trustee: _________ Name of the Trustee: __________________________________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ____________________________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)_______________________________________________________________________________________________

Appears in 1 contract

Samples: Supplemental Compensation Agreement (Columbia Banking System Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiaryBeneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Split Dollar Agreement (Heritage Financial Corp /Wa/)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________________________________ ___________________________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Endorsement Method Split Dollar Plan (Greater Bay Bancorp)

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Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ____________________________________________________________________________________________________________ ____________________________________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Agreement (Crescent Banking Co)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): _____________________________________________________________________________________________ _____________________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreementAgreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Executive Supplemental Retirement Plan Agreement (New Century Bancorp Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________________ Execution Date of the Trust: _____ _____/ _____ ____/ _________ Name of the Trustee: __________________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ___________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No Trust?____________Yes____________No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Executive Supplemental Compensation Agreement (Five Star Bancorp)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / __/_______/_______ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): _________________________________________________________________________________ _________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Director Fee Continuation Agreement (GCF Bancorp Inc)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): _________________________________________________________________________________________ _________________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Crescent Banking Co

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: __________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ________________________________________________________________ ________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Director Supplemental Retirement Plan (BV Financial, Inc.)

Trust as a Primary Designation. Name of the Trust: ____________________________________________________________ Execution Date of the Trust: _____ / _____ / _________ Name of the Trustee: ___________________________________________________________ Beneficiary(ies) of the Trust (please indicate the percentage for each beneficiary): ________________________________________________________________________________ ________________________________________________________________________________ Is this an Irrevocable Life Insurance Trust? ________ Yes ________ No (If yes and this designation is for a Split Dollar agreement, an Assignment of Rights form should be completed.)

Appears in 1 contract

Samples: Continuation Plan Agreement (Osage Federal Financial Inc)

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