trustee delegation of authority form

213 0 obj /MK << /FT /Tx << /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) >> >> /MK << 8.6597 TL >> /AS /Off Note that this form is for an irrevocable trust. >> /FT /Tx /N 168 0 R /MediaBox [0.0 0.0 612.0 792.0] /DA (/Helv 0 Tf 0 g) /Subtype /Form 18 0 obj /TU (Signature of Trustees $All current trustees must sign and, for trusts governed by US law \(50 states/District of Columbia$, all trustee signatures must be notarized.\) Acknowledgement - Notary Page for use in all jurisdictions EXCEPT California, Colorado, Florida, Iowa, Idaho, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee and Vermont: B\) Agreed and Certified to this: Enter Month) 295 0 obj With respect to each Discretionary Trust, subject to any plan of successor Designated Representatives created pursuant to the provisions of subsections 15.24(b)(iv)(A) or 15.24(b)(iv)(B) of this Article, but notwithstanding any other provision in this trust instrument to the contrary, on the date on which the beneficiary of the trust has attained thirty (30) years of age, or upon creation of the trust, if subsequent thereto, the Designated Representative of the trust shall be such one (1) or more persons or a Business Entity, or any combination thereof, as shall be designated by name by the beneficiary by an instrument in writing signed by the beneficiary and delivered to the person(s) and/or entity so designated. /TU (Notary Page for California Acknowledgement: A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document: State of California, County of $Enter County$) /StructParent 720 Any person or entity affiliated with any party who is acting in a fiduciary capacity pursuant to this trust instrument with respect to any trust is entitled to receive from the trust a fair and just compensation for services rendered to the trust, without reduction for any other compensation paid the fiduciary, an affiliate of the fiduciary or any other person or entity. 7. This acknowledgement may not be used by California Notaries. endobj >> /AP << /F 4 /FT /Btn /Resources << /NumberofPages 1 /T (MLPFS Account03_3) >> /T (Type of identification02) /CA (4) ET /Subtype /Form /Ff 29360128 /DA (/Helv 10 Tf 0 g) << /Parent 50 0 R /T ( day of_3) endobj /MK << /Length 36 /Subtype /Form /FormType 1 >> /F 4 196 0 obj /Rect [328.92 591.48 556.92 604.8] >> << /FormType 1 /AP << /FormType 1 350 0 obj (4) Tj 309 0 obj endstream /MK << /T ( this) /Font << /TU (Please check one of the following $REQUIRED$: Produced the following type of identification:) << 1 1 10.48 10.72 re (4) Tj 368 0 obj /LineHeight 9.625 /Rect [292.92 598.32 384.24 613.68] /Subtype /Widget (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. >> /Rect [155.64 211.68 168.12 224.4] /On 332 0 R /N << << /F 4 /StructParent 709 /T ( year of) /FT /Tx 270 0 obj /Type /Annot 228 0 obj 128 0 obj << >> /T (Revocable and amendable) << >> >> /DA (/Helv 0 Tf 0 g) /P 136 0 R >> /MK << /TU (MLPF&S Account #2 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /Annot 2.2937 2.8304 Td >> /O /Layout endobj /Bl 320 0 R /StructParent 539 /CA (4) << WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. /Subtype /Form 266 0 R 267 0 R 268 0 R 269 0 R 270 0 R 271 0 R 272 0 R 273 0 R 274 0 R 275 0 R stream /S /JavaScript >> >> The trust is currently $please check as applicable$: Revocable and amendable) /TU (The foregoing instrument was acknowledged before me, a Notary Public, this: $Enter Month$) << >> /DA (/Helv 10 Tf 0 g) /T1_2 383 0 R /P 137 0 R /StructParent 521 /PieceInfo << /P 136 0 R >> /TU (Signature of Trustee) endobj WebDelegation of Power (a) Any Administrative Trustee may, by power of attorney consistent with applicable law, delegate to any other natural person over the age of 21 his or her 100 0 obj >> << << >> /PageWidthList << /Ff 8388608 endobj >> 24 0 obj /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /MK << /Subtype /Widget >> >> /StructParent 485 endobj >> /Type /XObject >> /StructParent 644 endobj W >> /P 135 0 R /ProcSet [/PDF /Text] >> >> /PDFDocEncoding 156 0 R This power also extends to personal representatives. /Rect [292.44 379.44 420.48 392.76] >> /Subtype /Widget << 108 0 obj /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Length 112 /Ff 29360128 /T (Irrevocable) << 6. /Rect [450.36 461.76 558.36 480.0] << /Type /Annot >> << /ProcSet [/PDF /Text] /ProcSet [/PDF /Text] /BBox [0 0 424.08 14.76] >> Mandatory State Law Provisions. >> /Resources << << /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /T (H-1) /MaxLen 2 endobj /Rect [145.68 605.28 345.6 619.92] /ProcSet [/PDF] stream 346 0 obj /Rect [159.222 699.109 267.222 713.869] /Filter /FlateDecode /T ( State of Florida County of) /FormType 1 /A 366 0 R /MaxLen 3 /FT /Sig /MaxLen 2 /AP << /Filter /FlateDecode /MK << /ExtGState << /DA (/Helv 10 Tf 0 g) h[ks7+I7j*UJ$XH I um*f /ProcSet [/PDF] /DR << There are certain conditions (set out in s15 TA 2000) to such delegation to an investment manager: a) the terms must be in writing or evidenced in writing; b) the trustees must provide a written policy statement: and c) the investment manager must confirm that he will comply with the policy statement. /Length 83 /F 4 EMC /DA (/Helv 10 Tf 0 g) 341 0 obj /StructParent 452 stream /FormType 1 /FormType 1 >> /Parent 71 0 R endstream /DA (/Helv 10 Tf 0 g) /DR << endobj 201 0 obj /P 135 0 R /DocumentID f >> Previous Next Report a problem or mistake on this page /F 4 >> /Rect [316.44 282.12 380.4 295.32] /BleedBox [0.0 0.0 612.0 792.0] /Rect [135.96 362.64 560.04 380.88] Notwithstanding this possibility, it is the Settlors intent and belief that the best interests of the trust beneficiaries are served by the current provisions of this trust instrument and it is therefore the Settlors hope and desire that those provisions remain in effect notwithstanding the contrary views of the trust beneficiaries. 35 0 R 36 0 R 37 0 R 38 0 R 39 0 R 40 0 R 41 0 R 42 0 R 43 0 R 44 0 R /Subtype /Widget << /Type /XObject endobj /O /Layout /ZaDb 558 0 R 314 0 obj /Resources << << /S /JavaScript endobj /StartIndent 15.25 /N << /Subtype /Form 333 0 obj /N 543 0 R /TU (Country of residency for Trustee Name 2) >> /CA (4) /BBox [0 0 424.08 18.12] /StructParent 453 The functions can only be delegated for a >> /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Rect [220.967 304.171 297.047 318.931] /TU (C\) Agreed and Certified to this year of: Enter 4-Digit Year) /Length 112 >> /TU (Signature of Trustees requiring Notarization: Use this page when a Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nevada, South Dakota, Tennessee or Vermont: A\) Agreed and Certified to this: Enter Month) ET /Encoding << /Subtype /Widget CLE (2007). /MK << /StructParent 687 ET /TU (Print Name of Notary Public) /FT /Tx << /FT /Tx /T1_2 384 0 R /DA (/Helv 10 Tf 0 g) /Font << /On 185 0 R >> /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft endobj /DA (/Helv 10 Tf 0 g) /P 134 0 R >> /Subtype /Widget /Subtype /Widget >> /Rect [444.6 245.4 557.28 261.6] /Length 90 /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis >> /T (Margin transactions including short sales03) 53 0 obj 60-175.17. /Type /Annot /Parent 50 0 R /Encoding << /P 134 0 R /T ( Names of all current trustees04) >> /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /Length 12 /Font << >> 219 0 obj 59 0 obj /T ( day of_5) /Subtype /Widget /MaxLen 3 n /Tx BMC /Ff 8388608 >> /DA (/Helv 0 Tf 0 g) /CA (4) >> /Parent 71 0 R /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 >> /DR << /StructParent 691 /Subtype /Widget /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply endobj /FT /Tx /StructParent 581 /FormType 1 >> /Subtype /Widget /F 4 /TU (9A. EMC >> /F 4 /Resources << /N << /DA (/Helv 10 Tf 0 g) >> /FormType 1 /TU (by: Insert Signer's Name, NOT Notary's Name) /P 129 0 R /MK << /N << /StructParent 735 269 0 obj /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron endobj endobj >> /T (MLPFS Account01) /FT /Tx /Subtype /Widget BT /P 135 0 R /T (MLPFS Account02_2) endobj << /Subtype /Widget /Helv 152 0 R WebThe trustees agree that Merrill Lynch may rely upon this Trustee Certifcation Form (and any copies thereof) until Merrill Lynch and any investment advisors or other agents /Rect [417.84 106.92 519.84 123.6] /DA (/Helv 0 Tf 0 g) /Resources << /TU (A\) Agreed and Certified to this year of: Enter 4-Digit Year) /NumberofPages 1 Q /P 133 0 R /Ff 8388608 /Length 12 /Fm0 385 0 R /N 158 0 R /0 612.0 /Subtype /Form << /Type /Annot << /Matrix [1 0 0 1 0 0] << /MaxLen 3 /Type /XObject >> /TU (by: Insert Signer's Name, NOT Notary's Name) /StructParents 502 All rights reserved. /PageWidthList << /Rect [294.0 71.88 385.2 87.24] /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /T ( year of_4) /Resources << << << /T (Signature of Trustee_7) Title to trust property shall be taken as follows: Jane Doe and James Smith, not individually but solely as Co-Trustees of the John Doe Delta Trust U/A/D 7/1/07. (iii) Designation of Initial Designated Representative. /Type /Annot >> >> endobj /Font << The Trustees shall promptly call a meeting of Shareholders for the purpose of voting upon the question of removal of any Trustee when requested in writing so to do by the record holders of not less than 10 per centum of the outstanding Shares. WebThe Trustees certify that either (1) the Trust explicitly authorizes each of the Trustees to act individually without the consent of the other Trustees; or (2) the Trustees have consented to each Trustee acting individually and without the consent of the other Trustees and that such . >> /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /F 4 /Matrix [1 0 0 1 0 0] endstream /DA (/Helv 10 Tf 0 g) /DA (/Helv 10 Tf 0 g) /Subtype /Widget /FormType 1 /Count 9 0 0 Td /T ( Names of all current trustees03) Q /On 313 0 R /Parent 7 0 R >> /DR << /DocumentID /Subtype /Widget (a) Validity. >> q /TU (5B. /JS (SyncCheckboxes$event.target$;) /MaxLen 5 >> << /FormType 1 endobj /MK << W /Rect [405.84 282.12 509.76 295.44] /DA (/Helv 10 Tf 0 g) >> /N 523 0 R /DA (/Helv 10 Tf 0 g) /DA (/Helv 0 Tf 0 g) /BBox [0.0 0.0 12.48 12.72] /TU (MLPF&S Account #3 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /DA (/Helv 10 Tf 0 g) /TU (day of: $Enter 2-Digit Day$) /T (A-2) /StructParent 537 /Parent 70 0 R /F 4 /MaxLen 3 /FormType 1 >> /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /PageWidthList << /DA (/Helv 10 Tf 0 g) /Type /Annot /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /MaxLen 4 /P 137 0 R /Resources << /Subtype /Widget << >> /MaxLen 3 >> /Type /Annot /Subtype /Widget /Ff 8388608 /Subtype /Widget /Type /Font 367 0 obj /TextAlign /Justify /JS (SyncCheckboxes$event.target$;) /Resources << /BBox [0.0 0.0 9.36 9.48001] 134 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /JS (AFSpecial_Keystroke$2$;) /Rect [159.065 399.025 267.065 413.785] 26 0 obj /F 4 stream Trustee owning stock in name of nominee - Exemption. endobj endobj 156 0 obj /F 4 /Ff 8388608 /DA (/Helv 10 Tf 0 g) /FT /Sig Q 38 0 obj << >> /Subtype /Form /ZaDb 553 0 R >> /Resources << /TU (B\) Agreed and Certified to this day of: $Enter 2-Digit Day$) /Type /XObject /P 133 0 R BT /StructParent 570 endobj /F 4 /Subtype /Widget /F 4 >> /T (Country of residency_01) /GS2 379 0 R /T ( State of_1) /Subtype /Widget /StructParent 673 /A 299 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /DA (/Helv 10 Tf 0 g) >> /Type /Annot >> /T1_1 384 0 R /Ff 8388608 >> /F 4 /Ff 8388608 << >> /P 135 0 R f Jane Doe, 123 Elm Street, Chicago, Illinois 60661 [(312) 987-6543], and James Smith, 456 Main Street, Chicago, Illinois 60606 [(312) 123-4567], are currently serving as the sole Co-Trustees of the Delta Trust. /AP << stream >> /CM36 << 344 0 obj /Subtype /Form /T ( My commission expires_1) /Rect [154.92 301.2 557.4 318.96] /DA (/Helv 10 Tf 0 g) /D << /Font << endobj >> 41 0 obj /MK << /AS /Off /Subtype /Widget /MK << Margin transactions 2 including short sales: All current trustees must initial those that apply in spaces provided:) >> >> /Ff 8388608 /TU (MLPF&S Account #2 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) >> 328 0 obj endstream /Ff 29360128 /Rect [341.4 507.36 557.4 520.68] /Contents 391 0 R 330 0 obj /StructParent 463 >> >> /ZaDb 554 0 R /ProcSet [/PDF /Text] /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Off 296 0 R /Rect [341.447 244.651 557.447 259.411] /FT /Tx /S /Document Wealth Management is part of the Informa Connect Division of Informa PLC. /MK << 68 0 obj /Type /Annot /P 137 0 R /TU (D\) Agreed and Certified to this: Enter Month) /O /Layout >> /Subtype /Widget /TU (MLPF&S Account #1 $For Internal Use Only$: Enter the first 3-digits of the 8-digit Merrill Account Number) /MK << /F 4 /Parent 70 0 R << 261 0 obj /Resources << endobj /Subtype /Widget /Parent 70 0 R /Subtype /Widget /TU (9B. /F 4 BT >> /FT /Tx << /StructParent 509 >> /N 534 0 R /MK << /Type /Page >> endobj >> /DA (/Helv 10 Tf 0 g) /Font << /FT /Tx 67 0 obj >> endobj Establishing the scope and terms of the delegation, consistent with the purposes and terms of the trust; and 3. /Off 356 0 R /P 135 0 R /CM35 << 1.0 301.32 371.88] /LastModified /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Ff 8388608 << /P 134 0 R /ZaDb 8.9925 Tf endobj /NumberOfPageItemsInPage 2 /Subtype /Widget /PDFDocEncoding 151 0 R /Type /Annot /Subtype /Form The names of all current trustees are: $If trustee is an entity, documentation indicating authorized individuals of entity, such as Corporate Resolution or Certificate of Incumbency, will be required$: Trustee Name 2) endobj 119 0 obj The Settlor hereby acknowledges the applicability of these provisions.. /Font << >> /Encoding << /Subtype /Widget /T (MLPFS Account_1_1) /F 4 >> (i) Initial Applicable Law. /Type /XObject /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /XObject << /Rotate 0 >> /TU (Please print the name of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) 313 0 obj /FT /Tx /P 131 0 R /AP << /Ff 8388608 /T1_0 382 0 R /XObject << /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 The power to establish a plan of successor Designated Representatives includes the authority to designate another person or persons with the power to name successor Designated Representatives or to create additional plans of successor Designated Representatives, and is exercisable whether or not an actual vacancy in the position of Designated Representative exists at the time of the exercise. /TU (A\) Agreed and Certified to this day of: $Enter 2-Digit Day$) /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /Tabs /S 273 0 obj >> /P 136 0 R If there are more than one current beneficiary, distributions may be made to all or any one or more of them in such equal or unequal proportions and amounts as the Trustee, its discretion may determine, including distributing all or nothing to any one or more of the beneficiaries, and there shall be no adjustment among the beneficiaries by reason of any distribution. The form of the power must be as set out in s25(6) TA 1925 and must be expressed to be made under s25(5) TA 1925. Sec. /Subtype /Widget << /Type /Annot /F 4 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /N 14 0 R /Font << /Helv 167 0 R << /Font << /FT /Btn /Filter /FlateDecode /N << << /Count 4 /P 135 0 R << >> >> /SpaceAfter 41.875 >> endobj (4) Tj /MK << 311 0 obj The authors offer these form provisions merely as fodder for practitioners consideration. /JS (SyncCheckboxes$event.target$;) /P 135 0 R /F 4 ET Please complete either 2A or 2B $Only one section should be completed$: 2B - If the trust was created by a trust agreement: 1\) The trust agreement is dated: \(enter date including 2-Digit Month/2-Digit Day/4-Digit Year) /F 4 /On 186 0 R /Type /Annot 35 0 obj stream 0.749023 g /T ( this) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /DA (/Helv 10 Tf 0 g) /StructParent 710 Webwhen the Executive Vice President and Chief Operating Officer is unavailable. << << /MK << /Font << /F 4 /N << /T (MLPFS Account02) /StructParent 304 /Type /Annot it needs to decide which other matters it will make decisions about and which it can and will delegate. BT /On 337 0 R /On 343 0 R /DA (/Helv 10 Tf 0 g) /DR << /SpaceAfter 55.625 /Rect [312.48 469.56 556.56 482.88] /Type /Annot Q /FT /Tx /Parent 71 0 R /Type /Annot /Resources << /Kids [171 0 R] endstream endobj >> >> /Font << /Bl 325 0 R 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /FT /Tx /Subtype /Widget /F 4 /PieceInfo << /Length 112 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] Step 2: As soon as you enter the delegation of authority template word editing page, you will see all the actions it is possible to /F 4 /FT /Tx /Rect [159.12 386.4 267.12 401.04] f /MK << endobj /Ff 8388608 >> /Resources << n H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> 304 0 obj <>stream >> /BBox [0.0 0.0 12.48 12.72] /StructParent 512 endobj /Encoding << endstream /GS0 378 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /MaxLen 3 Notarization is required for trusts governed by certain US States\) Use this page when the Notary is in ANY Jurisdiction EXCEPT: $If Notary is in Colorado, Idaho, Iowa, Michigan, Minnesota, Mississippi, Nebraska, Nevada, South Dakota, Tennessee or Vermont, use page 6$ $If the Notary is in California, use page 7$ $If the Notary is in Florida, use page 8$: A\) Agreed and Certified to this: Enter Month) /Type /Annot endobj /PageUIDList << /AP << /StructParent 667 /ZaDb 556 0 R >> /StructParent 663 /Off 351 0 R /N << << /Subtype /Widget >> >> /StructParent 421 /ZaDb 13 0 R 2.4362 3.3161 Td /Ff 8388608 >> BT endobj /Rect [294.0 68.88 385.2 84.24] /P 134 0 R /Subtype /Widget >> WebAll delegations of authority must be in writing and delegators should use this form (insert link to form here) to make a proper delegation according to the policy. endobj /Parent 70 0 R /N << /Parent 71 0 R /MaxLen 3 /MK << /TU (A\) Agreed and Certified to this day of: $Enter 2-Digit Day$) /Parent 71 0 R These are the sample trust form provisions referenced in the February 2008 article Drafting Florida Trusts by Powell and Klooster. /Matrix [1 0 0 1 0 0] /ZaDb 555 0 R /Type /XObject /MK << TmtpY"TN!+L"b-a]524@\P -*5WQ /FT /Tx >> q /Subtype /Widget >> >> /T ( If the trust was created by a will the decedents name is) /AS /Off endobj endobj /Font << endstream >> >> /BBox [0 0 252 14.64] >> /DA (/Helv 10 Tf 0 g) 2.4362 3.3161 Td /StartIndent 237.125 /MaxLen 2 >> /FT /Tx /ZaDb 13 0 R /D << q /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /Font << /StructParent 445 /Type /Annot /StructParent 695 /Parent 7 0 R >> >> /Type /XObject /Ff 8388608 endstream

trustee delegation of authority form 2023