Split Dollar Agreement Sample Contracts

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CENTRAL VALLEY COMMUNITY BANK AMENDED SPLIT DOLLAR AGREEMENT AND ENDORSEMENT
Split Dollar Agreement • March 21st, 2014 • Central Valley Community Bancorp • State commercial banks • California

THIS AMENDED SPLIT DOLLAR AGREEMENT AND ENDORSEMENT is entered into as of this 18th day of December , 2013, by and between Central Valley Community Bank (the “Bank”), a California-chartered bank located in Fresno, California and WILLIAM S. SMITTCAMP, a Director of the Bank (the “Director”). The Endorsement attached as Exhibit A and the Beneficiary Designation form attached as Exhibit B are incorporated by reference and made a part of this Agreement.

SPLIT-DOLLAR AGREEMENT
Split-Dollar Agreement • March 16th, 2006 • Reliv International Inc • Pharmaceutical preparations • Missouri

THIS AGREEMENT is made and entered into this 1st day of March, 1997 by and among Reliv International, Inc., an Illinois corporation, with its principal offices and place of business at 136 Chesterfield Industrial Boulevard, Chesterfield, Missouri 63005 (hereinafter referred to as the “Company”) and Carl W. Hastings, an individual residing in Glenco, Missouri (hereinafter referred to as the “Executive”).

EX-10.9 14 dex109.htm SPLIT DOLLAR AGREEMENT - ANNE FRAY BankFIRST SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • May 5th, 2020 • Florida

THIS AGREEMENT is made and entered into this 8th day of January, 2002, by and between BankFIRST, a state-chartered commercial bank located in Winter Park Florida (the “Company”), and ANNE FRAY (the “Executive”).

Addendum A The Cortland Savings and Banking Company Third Amended Split Dollar Agreement and Endorsement
Split Dollar Agreement • December 12th, 2008 • Cortland Bancorp Inc • Savings institution, federally chartered • Ohio

This Third Amended Split Dollar Agreement and Endorsement (this “Agreement”) is entered into as of this third day of December, 2008 by and between The Cortland Savings and Banking Company, an Ohio-chartered commercial bank (the “Bank”), and Stephen A. Telego Sr., Senior Vice President and Director of Human Resources and Corporate Administration of the Bank (the “Executive”). This Agreement shall append the Split Dollar Policy Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties.

SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • October 11th, 2007 • Bank Holdings • State commercial banks • Nevada

The Bank and Insured as of the Effective Date aforementioned hereby enters into this Second Amended and Restated Nevada Security Bank Split Dollar Agreement (hereinafter “Agreement”) which amends, supersedes and replaces in the entirety the prior “First Amended and Restated Nevada Security Bank Split Dollar Agreement,” entered into by and between these same parties dated January 24, 2006. The respective rights and duties of Nevada Security Bank (hereinafter the “Bank”) and the Insured/Executive in the above-referenced policies (referred to as “Policy”) shall be pursuant to the terms set forth below:

SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • September 21st, 2005 • Bank Holdings • State commercial banks • Nevada

THIS AGREEMENT is made and entered into this _15th day of September , 2005, by and between NEVADA SECURITY BANK, a banking corporation organized under the laws of the State of Nevada located in Reno, Nevada, California (the “Employer”), and Hal Giomi (the “Executive”). This Agreement shall accompany the Split Dollar Endorsement entered into on even date herewith, or as subsequently amended, by and between the aforementioned parties.

GAMESTOP CORP. SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • April 2nd, 2018 • GameStop Corp. • Retail-computer & computer software stores

This Agreement is entered into by and between GameStop Corp., a Delaware corporation (the “Corporation”) and Michael Mauler (“Insured Participant”).

SPLIT-DOLLAR AGREEMENT
Split-Dollar Agreement • April 6th, 2012 • Bloomin' Brands, Inc. • Florida

THIS AGREEMENT made and entered into this 12th day of August, 2008, by and between OSI RESTAURANT PARTNERS, LLC (formerly known as OUTBACK STEAKHOUSE, INC.), with principal offices and place of business in the State of Florida (hereinafter referred to as the “Company”) and DIRK A. MONTGOMERY, TRUSTEE OF THE DIRK A. MONTGOMERY REVOCABLE TRUST DATED APRIL 12, 2001 (hereinafter referred to as the “Employee”),

AMENDED AND RESTATED COLONIAL FEDERAL SAVINGS BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • September 9th, 2021 • CFSB Bancorp, Inc. /MA/ • Massachusetts

THIS AGREEMENT is made and entered into as of this 1st day of July, 2021, by and between COLONIAL FEDERAL SAVINGS BANK, a savings association located in Quincy, Massachusetts (the “Company”), and Paul N. Baharian (the “Director”). This Agreement shall append the Split Dollar Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties. This Agreement is an amendment and restatement of the Agreement originally effective as of January 1, 2002, which was amended as of May 20, 2008, and January 20, 2010. This amendment and restatement shall not by itself change any previous beneficiary designation or executed Split Dollar Policy Endorsement relating to the Agreement.

AMENDMENT NUMBER ONE TO
Split-Dollar Agreement • December 18th, 2018 • National Commerce Corp • National commercial banks

This Amendment Number One to the 2018 Split-Dollar Agreement (this “Amendment”) is entered into as of the 13th day of December, 2018, by and between Richard Murray, IV, an individual (“Insured”) and National Bank of Commerce, a national banking association located in Birmingham, Alabama (the “Bank”).

CAPITALBANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • November 13th, 2002 • Community Capital Corp /Sc/ • National commercial banks • South Carolina

THIS AGREEMENT is made and entered into this 17th day of October, 2002, by and between CAPITALBANK, a state-chartered commercial bank located in Greenwood, South Carolina (the “Company”), and TAYLOR T. STOKES (the “Executive”).

THIRD AMENDED AND RESTATED NEVADA SECURITY BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • January 7th, 2009 • Bank Holdings • State commercial banks • Nevada

The Bank and Insured as of the Effective Date aforementioned hereby enters into this Third Amended and Restated Nevada Security Bank Split Dollar Agreement (hereinafter “Agreement”) which amends, supersedes and replaces in the entirety the prior “Second Amended and Restated Nevada Security Bank Split Dollar Agreement,” entered into by and between these same parties dated September 20, 2007. The respective rights and duties of Nevada Security Bank (hereinafter the “Bank” or “Employer”) and the Insured (also referred to as “Executive”) in the above-referenced policies (referred to as “Policy”) shall be pursuant to the terms set forth below:

SPLIT-DOLLAR AGREEMENT
Split-Dollar Agreement • November 9th, 2018 • National Commerce Corp • National commercial banks • Alabama

This SPLIT-DOLLAR AGREEMENT (this “Agreement”) is made and entered into effective as of the 1st day of January, 2016, by and between Michael D. Goodson, Jr., an individual resident of the State of Alabama (the “Insured”) and National Bank of Commerce, a national banking association (the “Bank”).

SOUTHSIDE BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • October 19th, 2004 • Southside Bancshares Inc • State commercial banks • Texas

THIS AGREEMENT is made and entered into this 13th day of October, 2004, by and between SOUTHSIDE BANK, located in Tyler, Texas (the “Company”), and JERYL WAYNE STORY (the “Executive”).

BANK OF THE SIERRA SPLIT DOLLAR AGREEMENT (ADDENDUM A TO THE BANK OF SIERRA SALARY CONTINUATION AGREEMENT)
Split Dollar Agreement • March 15th, 2006 • Sierra Bancorp • National commercial banks • California

THIS AGREEMENT is adopted this 1st day of October, 2002, by and between BANK OF THE SIERRA, a state-chartered commercial bank located in Porterville, California (the “Company”), and CHARLIE GLENN (the “Executive”). This Agreement shall append the Split Dollar Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties.

The State Bank and Trust Company
Split Dollar Agreement • March 7th, 2022 • Sb Financial Group, Inc. • State commercial banks • Ohio

This 2017 Split Dollar Agreement and Endorsement (this “Agreement”) is entered into as of this 22nd day of January, 2018 by and between The State Bank and Trust Company, an Ohio-chartered bank (the “Bank”), and David Homoelle, Regional President, Columbus (the “Executive”). This Agreement shall append the Split Dollar Policy Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties.

SPLIT-DOLLAR AGREEMENT
Split-Dollar Agreement • March 15th, 2007 • Reliv International Inc • Pharmaceutical preparations • Missouri

THIS AGREEMENT is made and entered into this 1st day of May, 2006 by and among Reliv International, Inc., a Delaware corporation, with its principal offices and place of business at 136 Chesterfield Industrial Boulevard, Chesterfield, Missouri 63005 (hereinafter referred to as the “Company”) and Steven D. Albright, an individual whose address is 412 Hunters Crossing Ct., Grover, Missouri (hereinafter referred to as the “Executive”).

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Exhibit 10.25 Split-Dollar Agreement between NBT Bancorp Inc., NBT Bank, National Association and Daryl R. Forsythe made January 25, 2002.
Split-Dollar Agreement • March 15th, 2004 • NBT Bancorp Inc • National commercial banks • New York
COLUMBIA STATE BANK ENDORSEMENT METHOD SPLIT DOLLAR AGREEMENT (By and Between COLUMBIA STATE BANK and AARON DEER)
Split Dollar Agreement • February 26th, 2021 • Columbia Banking System, Inc. • State commercial banks • Washington

The respective rights and duties of COLUMBIA STATE BANK (hereinafter the “Bank”) and AARON DEER (hereinafter the “Insured”) in the above-referenced Policy(ies) shall be pursuant to the terms set forth below:

RECITALS
Split Dollar Agreement • March 28th, 2003 • Columbia Bancorp \Or\ • State commercial banks • Oregon
CharterBank SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • December 14th, 2012 • Charter Financial Corp • Savings institution, federally chartered • Georgia

THIS SPLIT DOLLAR AGREEMENT (this “Agreement”) is entered into as of this 18th day June, 2010 by and between CharterBank (the “Employer”), and CURT KOLLAR, an individual resident of GEORIGA (hereinafter referred to as the “Executive”).

FIRST CALIFORNIA BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • August 2nd, 2006 • FCB Bancorp • Savings institution, federally chartered • California

THIS AGREEMENT is adopted this 31st day of July, 2006, by and between FIRST CALIFORNIA BANK, located in Camarillo, California (the “Company”), and RICHARD ALDRIDGE (the “Director”). This Agreement shall append the Split Dollar Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties.

SPLIT-DOLLAR AGREEMENT
Split-Dollar Agreement • April 6th, 2012 • Bloomin' Brands, Inc. • Florida

THIS AGREEMENT made and entered into this 19th day of August, 2008, effective as of August, 2005, by and between OSI RESTAURANT PARTNERS, LLC (formerly known as OUTBACK STEAKHOUSE, INC.), with principal offices and place of business in the State of Florida (hereinafter referred to as the “Company”) and RICHARD DANKER, TRUSTEE OF ROBERT D. BASHAM IRREVOCABLE TRUST AGREEMENT OF 1999 DATED DECEMBER 20, 1999 (hereinafter referred to as the “Trust”),

AMENDED AND RESTATED TEMECULA VALLEY BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • March 14th, 2007 • Temecula Valley Bancorp Inc • National commercial banks • California

THIS AGREEMENT is adopted this 29th day of December 2006, by and between TEMECULA VALLEY BANK, a commercial bank, located in Temecula, California (the "Company"), and DONALD A. PITCHER (the "Executive"). This Agreement amends and restates the Split Dollar Agreement originally entered into on September 30, 2004, and shall append the Split Dollar Endorsement entered into on that date.

THE LAPORTE SAVINGS BANK SPLIT DOLLAR AGREEMENT
Split Dollar Agreement • May 7th, 2013 • LaPorte Bancorp, Inc. • Savings institutions, not federally chartered • Indiana

THIS AGREEMENT is adopted this 6 day of May 2013, with an effective date of May 6, 2013 (the “Effective Date”) by and between THE LAPORTE SAVINGS BANK, a state-chartered savings bank located in LaPorte, Indiana (the “Bank”), and Daniel P. Carroll (the “Executive”). This Agreement shall append the Split Dollar Endorsement entered into on even date herewith or as subsequently amended, by and between the aforementioned parties.

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