<< /Resources << /Length 12 >> >> /F 4 /GS0 378 0 R stream /Rotate 0 /Subtype /Widget >> endobj >> endobj n The content displayed here is subject to our disclaimer. /AA << Amanda Edwards in her regular column for STEP England and Wales Diploma students. /Resources << /On 303 0 R 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 1) /FT /Tx /T ( Signed and sworn to or affirmed before me this) << /TextIndent -8.74998 A sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of authority policy. /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /TU (Grantor Name 2: Country of Residency \(if other than USA\)) 465 0 R 466 0 R 467 0 R 468 0 R 469 0 R 470 0 R 471 0 R 472 0 R 473 0 R 474 0 R /Length 112 123 0 obj /Helv 12 0 R 242 0 obj /T ( Print Name of Notary Public) /MediaBox [0.0 0.0 612.0 792.0] /Parent 71 0 R /P 136 0 R stream /Font << /P 134 0 R >> >> /F 4 /PDFDocEncoding 151 0 R /Subtype /Form /Length 83 /Subtype /Widget /P 131 0 R /Subtype /Type1 /P 134 0 R /Rect [292.662 699.109 420.702 713.869] /Rect [64.92 706.08 388.32 721.56] >> /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in California \(Please note that all fields must be completed by the Notary Public or the document will be returned\): A\) Agreed and Certified to this: Enter Month) Mandatory State Law Provisions. q /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 << Q /FT /Btn 2.4362 3.3161 Td >> >> << << /ProcSet [/PDF /Text] /Type /XObject /CA (4) << << /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) /P 137 0 R /Parent 71 0 R >> /Length 116 0.749023 g /NumberofPages 1 /T1_0 382 0 R /DA (/Helv 10 Tf 0 g) >> /P 131 0 R << 9. /StructParent 484 << /AA << 0 0 12.48 12.72 re /P 131 0 R /Subtype /Widget >> >> /Subtype /Widget /PieceInfo << >> /Subtype /Type1 /T (D-2) /A 366 0 R /ProcSet [/PDF] n << endobj /TU (Signature of Trustees requiring Notarization: Use this page when the Notary is in Florida \(Please note that all fields, including the boxes below, must be completed by the Notary Public or the document will be returned\): B\) Agreed and Certified to this: Enter Month) /Off 321 0 R << endobj 186 0 obj /LastModified /Subtype /Widget << /BBox [0.0 0.0 12.48 12.72] /TU (Please print the name of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /ProcSet [/PDF] endobj stream >> /GS3 381 0 R /PageWidthList << /TU (A\) Agreed and Certified to this year of: Enter 4-Digit Year) /T ( State of) >> /MK << /Type /Annot /Type /Annot /Ff 8388608 (4) Tj /T (E-1) 167 0 obj /AP << endobj endobj >> /Rect [136.8 149.16 536.76 162.48] /Ff 8388608 /AP << >> /T (E-2) 10 0 obj endobj >> /Type /XObject /T1_1 383 0 R /Type /XObject /ParagraphSpan /Span /MaxLen 3 /Subtype /Widget >> /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /ColorSpace << 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k /PageUIDList << /FT /Tx /P 134 0 R /MaxLen 5 /F 4 /FormType 1 /Length 34 /Font << /FT /Tx 241 0 obj WebTrustee selling to self as trustee of another trust. Any one (1) Trustee may sign checks, agreements or other documents on behalf of the trust and such signature shall bind the trust in the same manner as though the check, agreement or other document had been signed by all then acting Trustees, and no person dealing with the signing Trustee is obligated to inquire as to the acquiescence of the other Trustees to an action by the signing Trustee.. W endobj endstream /AA << /FT /Tx /MaxLen 2 insert form merger provisions.. << /Font << >> /StructParent 510 The authors offer these form provisions merely as fodder for practitioners consideration. >> 0 0 12.48 12.72 re /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis 100 0 obj W /Parent 71 0 R endobj << endobj /DA (/Helv 0 Tf 0 g) Broadly, these restrictions prevent trustees from handing over to agents decisions that affect the entitlement of beneficiaries to the trust fund and from delegating their own powers of delegation. >> /Ff 8388608 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. /T (A-1) /StructParent 714 << >> /Subtype /Widget /P 136 0 R /Type /Annot /Kids [278 0 R 279 0 R 280 0 R] ET endobj EMC /FT /Tx /Ff 8388608 << >> >> >> /TU (Print Name of Notary Public) /Ff 29360128 /ZaDb 13 0 R /Type /Font << 227 0 R 205 0 R 235 0 R 207 0 R 208 0 R 209 0 R 210 0 R 230 0 R 211 0 R 90 0 R /Subtype /Form /ZaDb 554 0 R /Ff 8388608 /StructParent 715 << << /Subtype /Widget >> endobj /PageTransformationMatrixList << stream >> 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R 71 0 R 72 0 R 73 0 R 74 0 R 344 0 obj >> /F 4 /Subtype /Widget WebDelegation by trustee. /AS /Off >> /FT /Tx This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. /ProcSet [/PDF] /StructParent 609 359 0 obj << /Parent 71 0 R /MaxLen 3 /MK << /N << endobj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /Resources << /F 4 /P 129 0 R /T (C-2) 203 0 obj /MK << /T ( before me) /Type /Page Its the Trustees Burden: Can It Be Delegated? - Lexology /DA (/Helv 10 Tf 0 g) /FT /Sig /MaxLen 2 q /On 348 0 R /T ( Agreed and Certified to this_3) /DA (/Helv 10 Tf 0 g) /Subtype /Widget Q /StructParent 696 Chair of the Board of Trustees. /Rect [294.0 71.88 385.2 87.24] /ZaDb 8.9925 Tf >> /OriginalDocumentID /FT /Tx /DA (/Helv 10 Tf 0 g) 329 0 obj /Subtype /Form 246 0 obj /Subtype /Widget /Length 116 >> /AP << /DA (/Helv 10 Tf 0 g) /BBox [0.0 0.0 12.48 12.72] /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /StructParent 615 /MK << /F 4 endobj >> >> endobj << /Rect [135.96 360.48 560.04 373.8] /JS (SyncCheckboxes\(event.target\);) /Subtype /Form /Ff 8388608 290 0 obj /Font << >> /Subtype /Widget /BaseFont /Courier /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /F 4 Q /StructParent 575 /MK << 125 0 obj /S /JavaScript /P 135 0 R /Subtype /Widget /N 153 0 R /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << /DA (/Helv 0 Tf 0 g) endobj q /Rect [294.0 68.88 385.2 84.24] /Type /XObject >> /N << /MaxLen 2 /Type /Annot /MK << /DA (/Helv 10 Tf 0 g) 0 0 Td /T1_0 382 0 R /StructParent 535 << /Subtype /Widget << >> /Encoding << Registered Office: Artillery House, 11-19 Artillery Row, London SW1P 1RT, United Kingdom. /CM11 << /P 129 0 R 0.749023 g /PageWidthList << /FT /Tx /Ff 8388608 /LineHeight 9.625 /Fm0 385 0 R /Kids [193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R 201 0 R 202 0 R >> 217 0 obj WebA sample form for a company's authorized signatories to use when adding, changing, or revoking a delegation of authority under a signature authorization and delegation of /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /CA (4) /FormType 1 >> /Rect [341.447 244.651 557.447 259.411] /StructParent 731 /BBox [0.0 0.0 12.48 12.72] /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /Length 12 >> Lines and paragraphs break automatically. /Name /Helv stream /Rect [312.48 201.84 556.56 216.6] /FormType 1 /PageItemUIDToLocationDataMap << /Ff 8388608 Q << >> /StructParent 304 /P 137 0 R The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. Trustee Certifcation Form - Merrill >> /NumberOfPageItemsInPage 2 /TU (this: \(Enter Month\)) /GS0 378 0 R /F 4 >> /DA (/Helv 10 Tf 0 g) /Rect [292.56 674.64 420.6 687.96] << /AP << /O /Layout /FT /Tx /ProcSet [/PDF /Text] /StructParent 709 >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> Delegation of Authority /CM1 << /F 4 Trustee's Power to Delegate: A Comparative View - University /Type /Annot /JS (SyncCheckboxes\(event.target\);) /T (Signature of Trustee_6) /Encoding << /Resources << >> /Filter /FlateDecode >> >> >> 1 1 7.36 7.48 re << >> >> /Subtype /Type1 /Subtype /Widget /GS2 379 0 R /MaxLen 2 >> /MK << >> /Subtype /Widget endobj 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. /P 135 0 R /T (Country of residency_02) >> endobj /F 4 53 0 obj /ZaDb 13 0 R The drafter could consider language similar to the following with respect to employment of agents: (n) to employ persons, including, but not limited to, attorneys, accountants, investment advisors, or agents, even if they are the Trustee, an affiliate of the Trustee, or otherwise associated with the Trustee, to advise or assist the Trustee in the exercise of any of the Trustees powers and to pay reasonable compensation and costs incurred in connection with such employment from the assets of the trust; to act without independent investigation on their recommendations; and, instead of acting personally, to employ one or more agents to perform any act of administration, whether or not discretionary; and to do all of the foregoing without notice to the qualified beneficiaries of such trust. /Bl 330 0 R /S /JavaScript >> BT /Parent 70 0 R /MK << >> /F 4 endobj /Type /Annot /DA (/Helv 10 Tf 0 g) >> /0 612.0 Whenever ten or more Shareholders of record who have been such for at least six months preceding the date of application, and who hold in the aggregate Shares having a net asset value of at least 1 per centum of the outstanding Shares, shall apply to the Trustees in writing, stating that they wish to communicate with other Shareholders with a view to obtaining signatures to a request for a meeting pursuant to this Section and accompanied by a form of communication and request which they wish to transmit, the Trustees shall within five business days after receipt of such application either (a) afford to such applicants access to a list of the names and addresses of all Shareholders as recorded on the books of the Trust; or (b) inform such applicants as to the approximate number of Shareholders of record, and the approximate cost of transmitting to them the proposed communication and form of request. /T (Type of identification03) << /MK << /Type /XObject >> /MK << /FormType 1 << WebSome of the basic details that must be included in a signature authorization letter include: The date the letter was written Name, address and contact details Basic information about the recipient of the authorization letter A great subject line that gives an overview of the transaction where the letter will be used authorized /DocumentID /Subtype /Widget /DA (/Helv 10 Tf 0 g) /BBox [0.0 0.0 12.48 12.72] /BBox [0.0 0.0 12.48 12.72] 148 0 obj /AP << /StructParent 537 >> H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w >> /Encoding << endobj >> /F 544 0 R >> /FT /Btn /Type /Annot /ProcSet [/PDF] /PageWidthList << /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /Fm0 385 0 R W 110 0 obj /TU (Signature of Notary Public) 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 5, Language similar to the following could be considered to prohibit such investments: Corporate Trustees and Affiliated Services. /F 4 Q /A 329 0 R /ProcSet [/PDF /Text] /Type /Annot /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) >> /On 312 0 R The determination of the amount of net income or principal of a trust to be distributed to or for the benefit of a beneficiary is in the sole discretion of the Trustee. /Type /Annot f /Type /Annot >> /StructParent 567 /MaxLen 4 >> /DocumentID endobj endobj Trustees may delegate tasks (in other words, they may execute decisions already taken by the board of trustees), but they are still required to make decisions and exercise discretionary powers personally and independently, without the The trust is governed by the law of: \(Enter US State/Commonwealth or other jurisdiction\)) >> 122 0 obj >> /StructParent 740 endobj >> << >> /Parent 71 0 R /F 4 f /Rect [63.6145 586.56 203.535 601.32] /DA (/Helv 10 Tf 0 g) /Font << >> /DA (/Helv 10 Tf 0 g) Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /T (Signature of Trustee_7) /DA (/Helv 10 Tf 0 g) 8 0 obj /FT /Tx 57 0 obj /P 133 0 R /Subtype /Widget /Length 12 >> /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Font << /Type /Annot /JS (SyncCheckboxes\(event.target\);) /Parent 71 0 R /MK << /Length 36 /Type /Annot /ZaDb 550 0 R /FT /Tx /FT /Tx Except as provided to the contrary in this subsection or by a plan of successor Designated Representatives created pursuant to the provisions of this subsection, upon the termination and final distribution of any trust under this trust instrument (a Terminating Trust), the initial Designated Representative(s) of each new and separate trust created from such Terminating Trust (herein referred to as a New Trust) shall be those person(s) and/or entity(ies) who were serving as Designated Representative(s) of the Terminating Trust on the date of the termination and final distribution of the Terminating Trust and who are living or in existence (as the case may be) upon creation of each New Trust., Form VII-A Reimbursement for Income Tax Liability. Code of Virginia The President of the University, in consultation with the Chair, shall act for the Board of Trustees regarding all legal action necessary or appropriate to protect the interests of the University. >> /ProcSet [/PDF] /F 4 /FormType 1 >> endobj /Subtype /Form /Subtype /Widget >> endstream endobj >> >> 0.749023 g /Rect [136.92 667.08 558.12 684.84] /MaxLen 3 /Parent 70 0 R >> endobj /P 135 0 R /F 4 0 0 12.48 12.72 re << endobj /Encoding << >> /Ff 8388608 >> 280 0 obj >> Trustee Delegation of Powers | The Allen Firm, PC. /Font << /AA << /Rect [48.6 71.88 101.76 87.24] /DA (/Helv 10 Tf 0 g) endobj >> >> /F 4 /Ff 29360128 /K 531 0 R /FT /Tx /StructParent 703 /Rect [54.24 504.6 66.72 517.32] (iii) Transfer of Principal Place of Administration. /Type /Annot /ColorSpace << /F 4 /Subtype /Widget /Filter /FlateDecode /Subtype /Widget /MK << endobj /StructParent 681 /DA (/Helv 10 Tf 0 g) endobj /Subtype /Form /Type /Annot /Rotate 0 /MK << /Rect [482.88 285.6 495.36 298.32] /0 5387 /P 134 0 R 2.4362 3.3161 Td Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. 425 0 R 426 0 R 427 0 R 428 0 R 429 0 R 430 0 R 431 0 R 432 0 R 433 0 R 434 0 R /F 4 >> stream << /F 4 /StructParent 506 /Subtype /Widget 117 0 obj /0 [5943.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /Annots [32 0 R 33 0 R 34 0 R 35 0 R 36 0 R 37 0 R 38 0 R 171 0 R 40 0 R 41 0 R /MK << /FT /Tx 234 0 obj /DR << 0.749023 g /MK << /FT /Sig endobj << /DA (/Helv 10 Tf 0 g) /TU (Signature of Trustee) /Length 1125 /StructParent 483 /StructParent 691 /Parent 71 0 R >> /TU (Notary Jurat and Affidavit Form: County of \(Enter County\)) endobj endstream >> /InDesign << /FT /Tx /Bl 295 0 R /JS (SyncCheckboxes\(event.target\);) /Resources << >> /D << 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] /Type /Annot /T ( year of_1) /Rect [398.28 706.08 560.4 721.56] /Type /Annot /P 133 0 R /T (2B2 - Date of Birth_1) << endobj /Type /XObject /Subtype /Widget /T ( The foregoing instrument was acknowledged before me a Notary Public this) Q /Subtype /Widget 72 0 obj >> /P 137 0 R /P 131 0 R /Rect [409.92 71.88 463.08 87.24] >> endobj /T ( by_1) /Parent 70 0 R /MK << The Settlors spouse may designate one (1) or more persons or a Business Entity to act as the initial Designated Representative of each trust created under this trust instrument which is irrevocable. /Type /Annot /Ff 8388608 /F 4 /StructParent 577 /F 4 184 0 obj /Parent 70 0 R /ZaDb 558 0 R /FT /Tx 154 0 obj /T ( State of_2) /Ff 8388608 >> /Type /Annot /MK << /NumberOfPageItemsInPage 2 /Type /XObject << >> endobj /Length 12 /FT /Tx >> /P 131 0 R /FT /Tx /MaxLen 2 /T1_1 384 0 R /Resources << (4) Tj /Rect [64.92 678.72 388.32 694.2] 368 0 obj /T (Signature of Notary Public_3) /FT /Tx /Subtype /Widget /MK << /MK << >> << >> >> 153 0 obj >> /F 4 /LineHeight 13.5 /MK << /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) /N 144 0 R /Type /XObject 94 0 obj /DA (/Helv 0 Tf 0 g) /FT /Sig /AS /Off >> /PieceInfo << 124 0 obj /Type /Annot >> /StructParent 534 /OriginalDocumentID >> /StructParent 461 /PDFDocEncoding 151 0 R /On 287 0 R /Ff 29360128 /Type /Annot /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /DA (/Helv 10 Tf 0 g) /FT /Tx /StructParent 420 /Subtype /Form >> /PDFDocEncoding 145 0 R /F 4 /Length 36 1.0 301.32 371.88] /T (MLPFS Account_1_5) /FT /Tx /S /JavaScript /T (Signature of Trustee_10) /MK << /Type /Annot 61 0 obj /DA (/Helv 10 Tf 0 g) /FormType 1 /FT /Tx /N 159 0 R /StructParent 653 /FT /Tx /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> /Filter /FlateDecode >> stream 1 1 10.48 10.72 re /FT /Tx EMC /F 191 0 R 351 0 obj >> endobj /N << /T1_1 384 0 R endobj /AP << /FormType 1 >> << /T ( year of) /acircumflex /atilde /adieresis /aring /ae /ccedilla /egrave /eacute /ecircumflex /edieresis /StructParent 433 /MaxLen 2 /Resources << /Metadata 3 0 R >> /ProcSet [/PDF /Text] /Type /Font /StructParent 616 /PageItemUIDToLocationDataMap << /Filter /FlateDecode /Tabs /S /P 136 0 R /InDesign << /StructParent 589 >> /FT /Tx endobj /DA (/Helv 0 Tf 0 g) f 11 0 obj >> /ParentTree 142 0 R /FT /Sig /Type /Annot endobj /S /JavaScript /Length 116 Sec. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /ZaDb 8.9925 Tf endstream /Resources << >> /CM14 << /Parent 71 0 R >> >> /P 131 0 R >> /AA << /Font << >> W /BleedBox [0.0 0.0 612.0 792.0] /Subtype /Widget /S /JavaScript /StructParent 639 WebStep 1: You can choose the orange "Get Form Now" button at the top of the following website page. /Parent 73 0 R California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\))
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