Beneficiary Advocate definition

Beneficiary Advocate means the person and successor persons, as may be applicable, named in the Joinder Agreement. The Beneficiary Advocate can, for example, be the Beneficiary himself or herself, but preferable the Beneficiary’s Legal Representative or another person other than the Trust Beneficiary should act as the Beneficiary Advocate. The Trustee is authorized to communicate and to obtain advice and instructions from the Beneficiary Advocate with regard to a Trust Beneficiary’s investment interests, health care, social activities, care management, residential options and other issues relating to the life care of the Trust Beneficiary. Provided, however, the Trustee has the right to exercise its discretion whenever the Trustee believes appropriate even though contrary to the advice of the Beneficiary Advocate.
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Beneficiary Advocate means the same as that term is defined in Section 53A-16-101.6.
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Beneficiary Advocate means that person and successor persons, as applicable, named in the Joinder Agreement. If none is named, then that individual selected by the Trustee. The Beneficiary Advocate is authorized to communicate with the Trustee in regards to the Beneficiary’s investment interests, health care, social activities, care management, residential options and other issues relating to life care of the Beneficiary. The Beneficiary Advocate may also act on behalf of or receive notice for the Beneficiary as provided in the Joinder Agreement and accompanying documents.
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Examples of Beneficiary Advocate in a sentence

  • The provisions of this Joinder Agreement are not subject to amendment by the Grantor, the Trust Beneficiary and/or the Beneficiary Advocate.

  • Disbursements for any non-support items for the benefit of the Beneficiary may be made when a Beneficiary Advocate believes such supplemental needs are not being provided by any public or government agency, or are not otherwise being provided from any other source available to the Beneficiary, but subject to the discretion of the Trustee.

  • The Trustee in its sole discretion may recruit, select, engage, terminate, and change one or more money managers without the consent of the Trust Beneficiary and/or Beneficiary Advocate.

  • The Trustee may, however, from time to time as needed in the discretion of the Trustee, amend this Joinder Agreement as provided in the Master Trust Agreement upon 30 days written notice to the Grantor, the Trust Beneficiary and/or the Beneficiary Advocate, as may be applicable for the purpose of the administration and construction of the provisions of the Joinder Agreement and to comply with state and federal law.

  • They further acknowledge and agree that the Trustee may conclusively rely upon the representations of the Parties and the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Trust Beneficiary.

  • Disbursements for any non-support items for the benefit of the Trust Beneficiary may be made when a Beneficiary Advocate believes such supplemental needs are not being provided by any public or government agency, or are not otherwise being provided from any other source available to the Trust Beneficiary, but subject to the discretion of the Trustee.

  • They further acknowledge and agree that AGED and the Trustee may conclusively rely upon the representations of the Grantor, the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Beneficiary.

  • Within 1 year of enactment, the Secretary would be required to establish an Office of the Medicare Beneficiary Advocate within the Department of Health and Human Services.

  • They further acknowledge and agree that AGED and the Trustee may conclusively rely upon the representations of the Parties and the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Beneficiary.

  • Any amendment or addendum shall be effective 30 days after Notice to the Beneficiary or Beneficiary Advocate or when the Trustee receives written consent or acknowledgement from the Beneficiary or Beneficiary Advocate, whichever occurs first.


More Definitions of Beneficiary Advocate

Beneficiary Advocate means the individual, as an independent employee, who
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Beneficiary Advocate is an individual who knows the Beneficiary, whom the Beneficiary trusts, and who can act as a prudent and responsible “advisor” to The Special Needs Trust Foundation (SNTF). Essentially, a “beneficiary advocate” acts as a liaison between the Beneficiary and SNTF. The beneficiary advocate communicates the Beneficiary’s needs and desires to the SNTF and makes actual disbursement request to be considered by the SNTF, beneficiary advocates are valuable to both the Beneficiary and the SNTF because they provide insight into how a Beneficiary’s trust account can best be used to provide him or her with the best possible material quality of life. A Beneficiary can have more than one beneficiary advocate.
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Beneficiary Advocate means the individual, as an independent employee, who shall fulfill the duties prescribed in this section to the trust land beneficiaries as the primary
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Beneficiary Advocate means the individual, as an independent employee, who shall fulfill the duties prescribed in this section to the trust land beneficiaries as the primary beneficiary representative set forth in Section 53C-1-103(7).
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Related to Beneficiary Advocate

  • Beneficiary(ies means the individual or individuals designated in the Application by the Subscriber(s) to whom, or on whose behalf, Educational Assistance Payments are agreed to be paid, provided such individual qualifies under the Applicable Legislation and the Plan at the time such payments are made;

  • Beneficiary means each designated person, or the estate of the deceased Executive, entitled to benefits, if any, upon the death of the Executive, determined according to Article 4.

  • primary beneficiary means the individual for whose primary benefit the trust is then held. For purposes of Section 8.3, a Qualified Entity is a member of each Family Group to which such one or more Qualified Trusts that are its equity holders belong.

  • Income beneficiary means a person to whom net income of a trust is or may be payable.

  • Beneficiary Designation Form means the form established from time to time by the Plan Administrator that the Executive completes, signs and returns to the Plan Administrator to designate one or more Beneficiaries.

  • Beneficiary designation means the naming in a governing instrument of a beneficiary of an insurance or annuity policy, of an account with POD designation, of a security registered in beneficiary form (TOD), of a pension, profit-sharing, retirement, or similar benefit plan, or of another nonprobate transfer at death.

  • land reform beneficiary , in relation to a property, means a person who -

  • Former Spouse means the individual who is considered by Applicable Laws to be the Annuitant’s former spouse or common-law partner;

  • Financial Beneficiary means any Principal of the Developer or Applicant entity who receives or will receive any direct or indirect financial benefit from a Development, except as further described in Rule 67-21.0025, F.A.C.

  • Third Party Beneficiary means each of the non-NHS bodies set out in the list attached at Schedule 1, as supplied from time to time by the Authority to the Contractor;

  • Contingent Beneficiary is the person that becomes the Beneficiary if the named Beneficiary dies prior to the Income Date.

  • Deferral Election Form means the form established from time to time by the Plan Administrator that the Director completes, signs and returns to the Plan Administrator to designate the amount of the Deferrals.

  • Initial Beneficiary means ALF LLC, as initial beneficiary under the Titling Trust Agreement and its permitted successors and assigns.

  • School administrator means a superintendent, principal or his/her designee assistant principal//technical center director or his/her designee and/or the District’s Equity Coordinator.

  • Refund beneficiary means an individual nominated by a qualified participant or a former qualified participant under section 66 to receive a distribution of the participant's accumulated balance in the manner prescribed in section 67.

  • Statewide special election means a special election called by the governor or the

  • Claims Administrator means the firm proposed by Class Counsel and appointed by the Courts to administer the Settlement Amount in accordance with the provisions of this Settlement Agreement and the Distribution Protocol, and any employees of such firm.

  • Qualified beneficiary means a beneficiary who, on the date the beneficiary's qualification is determined:

  • Surviving beneficiary or "surviving descendant" means a beneficiary or a descendant who did not predecease the decedent and is not considered to have predeceased the decedent under section 2702.

  • Beneficiaries means any Person to whom the Issuer is or hereafter becomes indebted or liable.

  • Account Application Form means the Personal Account Application Form for International Personal Banking or Wealth and Investment as applicable;

  • Distribution Election Form means the form established from time to time by the Plan Administrator that the Director completes, signs and returns to the Plan Administrator to designate the time and form of distribution.

  • Surviving Spouse means the widow or widower, as the case may be, of a Deceased Participant or a Deceased Beneficiary (as applicable).

  • additional spouse means a spouse by the party to the marriage who is additional to the party to the marriage;

  • Registered Benchmark Administrator means that the Underlying is administered by an administrator who is registered in a register pursuant to Article 36 of the Benchmark Regulation as specified in § 2 of the Product and Underlying Data.

  • Remainder beneficiary means a person entitled to receive principal when an income interest ends.