Common use of Trusted Contacts Clause in Contracts

Trusted Contacts. TIAA is committed to helping you protect your account(s) and information. One way to protect your interests is to appoint a Trusted Contact. A Trusted Contact is someone over the age of 18 whom you know and trust. This person will serve as a point of contact should we have questions concerning your overall well-being, whereabouts, or if we suspect you may be the victim of fraud or exploitation. The individual(s) you select may not take any action on your account and will not replace or affect existing powers of attorney. You should notify those you appoint as Trusted Contacts. To appoint your Trusted Contact(s), log into your account at XXXX.xxx, go to your Profile icon at the top of the page. Within More profile options, click Trusted Contacts and complete the required Trusted Contact information, or contact us at 000-000-0000 to request a form to name a Trusted Contact. Please note that TIAA, and its affiliates and representatives, are authorized to contact the Trusted Contact(s) and disclose information about your account(s) to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney, or as otherwise permitted under FINRA Rule 2165. Except as is required by FINRA Rule 2165, TIAA is under no obligation to interact with Trust Contacts.

Trusted Contacts. TIAA is committed to helping you protect your account(s) and information. One way to protect your interests is to appoint a Trusted Contact. A Trusted Contact is someone over the age of 18 whom you know and trust. This person will serve as a point of contact should we have questions concerning your overall well-being, whereabouts, or if we suspect you may be the victim of fraud or exploitation. The individual(s) you select may not take any action on your account and will not replace or affect existing powers of attorney. You should notify those you appoint as Trusted Contacts. To appoint your Trusted Contact(s), log into your account at XXXX.xxx, then go to your Profile icon at the top of the page. Within More profile options, click Trusted Contacts and complete the required Trusted Contact information, or contact us at 000-000-0000 to request a form to name a Trusted Contact. Please note that TIAA, and its affiliates and representatives, representatives are authorized to contact the Trusted Contact(s) and disclose information about your account(s) to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney, or as otherwise permitted under FINRA Rule 2165. Except as is required by FINRA Rule 2165, TIAA is under no obligation to interact with Trust ContactsTrusted Contact(s).

Trusted Contacts. TIAA is committed to helping you protect your account(sAccount(s) and information. One way to protect your interests is to appoint a Trusted Contact. A Trusted Contact is someone over the age of 18 whom you know and trust. This person will serve as a point of contact should we have questions concerning your overall well-being, being and whereabouts, or if we suspect you may be the victim of fraud or exploitation. The individual(s) you select may not take any action on your account Account and will not replace or affect existing powers of attorney. You should notify those you appoint as Trusted Contacts. To appoint your Trusted Contact(s), log into your account Account at XXXX.xxx, and go to your Profile profile icon at the top of the page. Within More profile options, click Trusted Contacts and complete the required Trusted Contact information, or contact us at 000-000-0000 to request a form to name a Trusted Contact. Please note that TIAA, and its affiliates and representatives, representatives are authorized to contact the Trusted Contact(s) and disclose information about your account(sAccount(s) to address possible financial exploitation, to confirm the specifics of your current contact information, health status, or the identity of any legal guardian, executor, trustee, or holder of a power of attorney, or as otherwise permitted under FINRA Rule 2165. Except as is required by FINRA Rule 2165, TIAA is under no obligation to interact with Trust Trusted Contacts.