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California Notaries are to use the attached acknowledgement or the Notarial Acknowledgement available on the California Secretary of State website: State of \(Enter State\)) /Subtype /Widget 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 << 157 0 obj << << /TU (A\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Length 112 >> >> 2.4362 3.3161 Td /S /JavaScript << /Ff 8388608 /MK << /Resources << >> /Contents 398 0 R /F 4 /FT /Tx /Subtype /Widget >> /Subtype /Widget /TrimBox [0.0 0.0 612.0 792.0] 175 0 obj /StructParent 693 endobj >> /MK << >> /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) /Type /Page /MK << 302 0 obj >> 3 0 obj WebUnless otherwise noted, delegation of authority may be given to subordinates (within the guidelines attached as Exhibit B) by the delegating employee whether they have received their authority by virtue of this policy or by a properly approved Delegation of 60-175.16. n Appointment of Trustees (A) The power of appointing new trustees shall be vested in the Issuer but a trustee so appointed must in the first place be approved by the Borrower and subsequently by an Extraordinary Resolution or Written Resolution. 346 0 obj 229 0 obj /Suspects false /Parent 70 0 R endstream TIAA Brokerage /CropBox [0.0 0.0 612.0 792.0] 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) /P 135 0 R 2.9 Legal Action. >> /F 4 /TU (B\) Agreed and Certified to this day of: \(Enter 2-Digit Day\)) /FT /Tx /Parent 50 0 R >> /Length 12 >> /P 134 0 R /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /FT /Btn endobj /Resources << 86 0 obj 100 0 obj >> /Font << /T (F-2) The Delta Trust has not been revoked, modified or amended in any manner that would cause the representations contained in this certification of trust to be incorrect. >> /N 14 0 R /K 542 0 R /D << /F 4 /Type /XObject /FormType 1 /Ff 8388608 /MK << n /Rect [341.4 212.04 557.4 225.36] >> /Type /XObject >> BT /FT /Tx /LineHeight 9.625 /DA (/Helv 0 Tf 0 g) /Rect [292.56 674.64 420.6 687.96] /StructParent 663 /Type /Annot /Matrix [1 0 0 1 0 0] /Matrix [1 0 0 1 0 0] /PageUIDList << /Parent 71 0 R /Length 34 /LastModified (D:20211212090914-05'00') /AP << >> 322 0 obj f /StructParent 444 /Rect [54 267.96 182.04 281.28] /T (MLPFS Account03_1) >> /TU (4. /AP << /Type /Annot /Subtype /Widget /JS (SyncCheckboxes\(event.target\);) B. Upon any revocation, amendment or cancellation, the holder of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument have the same powers with respect to designating successor Designated Representatives by name or establishing a plan in the manner provided above, as if such power had never been exercised. /DA (/Helv 10 Tf 0 g) /JS (SyncCheckboxes\(event.target\);) /PDFDocEncoding 145 0 R /Parent 70 0 R /FormType 1 >> /Resources << << CERTIFICATION OF TRUST 25 0 obj >> << /Fm0 385 0 R stream
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/ProcSet [/PDF /Text] /CS0 [/ICCBased 377 0 R] >> /Last 388 0 R /Kids [278 0 R 279 0 R 280 0 R] /MaxLen 3 /Subtype /Widget /S /GoTo /Type /XObject 245 0 obj /Ff 8388608 endstream /Ff 8388608 /MaxLen 2 /TU (20: Enter the last 2-Digits of Year) /P 135 0 R WebApproval of salary, increases, performance bonuses, or other forms of compensation for the President and those head coaches making more than a dollar amount designated /P 137 0 R endobj /T ( State of California County of) >> /S /JavaScript /On 353 0 R Privacy notice | Disclaimer | Terms of use. /Rect [295.44 687.12 453.12 704.88] /Type /Annot /TU (2B - If the trust was created by a trust agreement: 2\) The name\(s\) of the grantor\(s\) of the trust is/are: Grantor Name 1) << As used in this subsection, the term affiliate shall have the meaning ascribed to such term in F.S. /StructParent 505 45 0 R 46 0 R 47 0 R 48 0 R 49 0 R 50 0 R 51 0 R 52 0 R 53 0 R 54 0 R /PDFDocEncoding 162 0 R >> stream
Such investments or engagements may be made without notice to the qualified beneficiaries of such trust and without application and approval by court order. << /TextIndent -8.87498 >> /DA (/Helv 10 Tf 0 g) /GS2 379 0 R /TU (B\) Agreed and Certified to this year of: Enter 4-Digit Year) /StructParent 675 >> /Names [(SyncCheckboxes) 368 0 R] /S /JavaScript /Rect [159.12 386.4 267.12 401.04] /Length 90 << /DA (/Helv 0 Tf 0 g) /Type /Annot /Parent 70 0 R /Rect [450.6 621.64 558.6 634.96] >> 1.0 301.32 371.88] The authors offer these form provisions merely as fodder for practitioners consideration. (iii) Transfer of Principal Place of Administration. 736.0103(2) and the term investment instrument shall have the meaning ascribed such term in FS 660.25. 6. >> /T (D-1) >> endobj The work of trustees would be extremely difficult if it were not possible for them to involve other people in administrative and management tasks or to allow for matters to be dealt with during their absence. >> >> /Filter /FlateDecode 253 0 obj /JS (SyncCheckboxes\(event.target\);) /N << /MK << /Subtype /Widget /PDFDocEncoding 151 0 R >> endstream The following provisions apply to each irrevocable trust created under this trust instrument. endobj /Subtype /Widget /EndIndent 299.5 /Tabs /S /FT /Tx >> /StructParent 594 /P 135 0 R endstream /Type /Annot /FT /Tx /MK << >> /Encoding << /EndIndent 20.75 /D << /StructParent 672 /DA (/Helv 10 Tf 0 g) /DA (/Helv 0 Tf 0 g) >> /FormType 1 << /Subtype /Widget /F 4 /Off 296 0 R /Type /Annot endobj >> 0.749023 g 115 0 obj /Subtype /Widget
endobj /FT /Tx /P 137 0 R /Encoding << /ProcSet [/PDF] << /Subtype /Widget /P 8 0 R /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior >> >> /First 387 0 R /Subtype /Widget /DA (/Helv 10 Tf 0 g) /Type /Annot >> >> /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron >> /BBox [0.0 0.0 9.36 9.48001] endobj >> 485 0 R 486 0 R 487 0 R 488 0 R 489 0 R 490 0 R 491 0 R 492 0 R 493 0 R 494 0 R /Type /Annot /TU (Please check one of the following \(REQUIRED\): Personally known or) /JS (SyncCheckboxes\(event.target\);) /BBox [0.0 0.0 12.4801 12.72] /Ff 29360128 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 >> << /BleedBox [0.0 0.0 612.0 792.0] /T ( by_1) /P 134 0 R /StructParent 509 /ProcSet [/PDF /Text] 54 0 obj /Font << endobj 511 0 R 512 0 R 513 0 R 514 0 R 515 0 R 516 0 R 517 0 R] /CM35 << >> /P 129 0 R endobj >> /T (MLPFS Account01_2) /DA (/Helv 10 Tf 0 g) << /TU (by: Insert Signer's Name, NOT Notary's Name) /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> >> Sample Trust Forms | Wealth Management /Type /Annot /CA (4) << /CA (4) /DA (/Helv 10 Tf 0 g) h[ks7+I7j*UJ$XH
I um*f 0 0 Td >> /Parent 71 0 R endobj /AA << /Subtype /Widget /Type /Annot 115 0 R 116 0 R 117 0 R 118 0 R 119 0 R 120 0 R 121 0 R 122 0 R 123 0 R 124 0 R /On 318 0 R Trustee purchasing stock, bond or securities of self, affiliate, etc. /T ( day of_1) /P 134 0 R endobj endobj << /DA (/Helv 10 Tf 0 g) /F 4 /Type /XObject endobj /DA (/Helv 10 Tf 0 g) 29 0 obj 336 0 obj /ExtGState << /ExtGState << ET /Off 351 0 R << 8.6597 TL /Ff 8388608 /F 4 Collective delegation is where trustees delegate certain functions, as a collective body, to agents. 49 0 obj >> /Subtype /Widget 186 0 obj 362 0 obj 7. 2.4362 3.3161 Td /DA (/Helv 10 Tf 0 g) /Rect [292.44 386.4 420.48 401.04] >> /StructParent 598 /Type /Annot /StructParent 687
<< /MaxLen 5 /TU (Signature of Trustee #4) /Rect [158.934 541.884 266.934 555.204] 1.0 4.21616 370.08] << 203 0 R 204 0 R 205 0 R 206 0 R 207 0 R 208 0 R 209 0 R 210 0 R 211 0 R 212 0 R /Pages 7 0 R /F 4 /Subtype /Form >> 315 0 obj >> /TU (Country of residency for Trustee Name 2) /Rect [136.8 148.56 536.76 163.2] It can be customized to fit the needs of a specific company. EMC /BleedBox [0.0 0.0 612.0 792.0] Discretionary Termination by Trustee. /DA (/Helv 10 Tf 0 g) /Rect [54.0 522.6 391.8 538.08] /Subtype /Widget >> (4) Tj << >> /Parent 73 0 R >> /Bl 335 0 R << /MaxLen 3 8.6597 TL /MK << /XObject << << Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. >> 196 0 obj /T ( day of_7) /Type /Encoding /MaxLen 3 /Ff 8388608 /AP << /Font << /Helv 167 0 R /Rect [480.96 386.4 553.08 404.16] /T ( My commission expires) /Length 112 << 19 0 obj /DA (/Helv 10 Tf 0 g) << /BBox [0 0 424.08 14.64] endobj /Subtype /Widget /Type /Annot >> /Subtype /Type1 /StructParents 678 /TU (The foregoing instrument was acknowledged before me, a Notary Public, this: \(Enter Month\)) /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /SpaceAfter 16 /F 4 /PDFDocEncoding 151 0 R In the exercise of the power to designate successor Designated Representatives of the trusts held pursuant to this trust instrument, different successor Designated Representatives may be designated or appointed for each or any trust. /Subtype /Form /N 154 0 R /P 134 0 R /Rect [272.211 282.6 556.99 300.36] >> >> << EMC >> /Name /Cour /FT /Tx /DA (/Helv 10 Tf 0 g) /Subtype /Widget >> 6 0 obj 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. endobj endobj /TU (5B. /Subtype /Widget /S /JavaScript >> /Type /Encoding /T ( 20) 69 0 obj /Filter /FlateDecode /Ff 8388608 /F 4 /T ( Signature of Notary Public) << 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) /CA (4) /MK << >> /BBox [0.0 0.0 12.4801 12.72] /ProcSet [/PDF /Text] /Off 361 0 R /Ff 8388608 endobj /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron Written notice must be given within seven days of delegation to each of the other trustees. /P 137 0 R /F 4 endobj /Resources << endobj 123 0 obj endobj << /DA (/Helv 10 Tf 0 g) /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 304 0 obj
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/Resources << >> /S /Document >> 80 0 obj >> /BBox [0.0 0.0 12.48 12.72] /Length 38 Form prohibiting use of the power granted by decanting statute: Discretionary Distributions. 8.6597 TL >> /AP << /XObject << 226 0 obj /Parent 70 0 R 15 0 obj /T1_1 383 0 R >> /DA (/Helv 10 Tf 0 g) 328 0 obj /TU (Print Name of Notary Public) /F 4 268 0 R 239 0 R 272 0 R 86 0 R 245 0 R 87 0 R 123 0 R 246 0 R] /Rect [220.967 304.171 297.047 318.931] /Type /Annot /AP << 130 0 obj n >> /Type /Metadata 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. /Subtype /Widget endobj /Subtype /Widget /FT /Tx /ProcSet [/PDF /Text] >> 270 0 obj /AA << /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute >> /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Form
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