trustee delegation of authority form

/Type /Annot (iii) Designation of Initial Designated Representative. /Type /Annot /Type /Annot endstream The functions can only be delegated for a << /DA (/Helv 0 Tf 0 g) Delegation of Authority Policy /Rect [54 173.76 306 188.4] /AP << 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. 1.0 4.21616 370.08] << >> /Subtype /Form /PDFDocEncoding 151 0 R /F 4 /StructParent 517 0 0 Td /LastModified /FT /Sig endobj /LineHeight 10.75 /Subtype /Widget /Parent 71 0 R >> >> /F 4 q /TU (My commission expires: Enter 2-Digit Month/2-Digit Day/4-Digit Year) 125 0 R 126 0 R 127 0 R] 112 0 obj /FT /Tx /BBox [0.0 0.0 12.48 12.72] /TU (Print Name of Notary Public) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /Filter /FlateDecode /Length 116 /Fm0 385 0 R /Subtype /Widget /FT /Tx >> /K 547 0 R << 18 0 obj 168 0 obj Powers of Trustees Subject to the provisions of this Declaration of Trust, the business of the Trust shall be managed by the Trustees, and they shall have all powers necessary or convenient to carry out that responsibility and the purpose of the Trust. 1.0 301.32 371.88] /Subtype /Widget >> /O /Layout /FT /Btn /CA (4) /T (Margin transactions including short sales02) /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde /ColorSpace << /FormType 1 /Type /XObject /Ff 8388608 /Name /Helv /Resources << (4) Tj /Ff 8388608 /BBox [0.0 0.0 12.48 12.72] /DR << /T (MLPFS Account02_2) << /CA (4) >> /O /Layout . /InDesign << /MK << >> /DA (/Helv 10 Tf 0 g) /DA (/Helv 0 Tf 0 g) /T ( year of_2) /Subtype /Widget /F 4 /TU (MLPF&S Account #2: \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /On 183 0 R Accordingly, with respect to each trust created under this trust instrument, the Trustee may disregard the interests of the remaindermen in making discretionary distributions to a current beneficiary. endobj 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) /FT /Tx /Rect [155.687 241.771 168.167 254.491] endobj /Ff 8388608 143 0 obj endobj BT >> /Ff 29360128 endobj /Type /Annot >> ET /F 4 /MK << /Filter /FlateDecode /Adieresis /Aring /AE /Ccedilla /Egrave /Eacute /Ecircumflex /Edieresis /Igrave /Iacute /F 4 /Ff 8388608 203 0 obj /PDFDocEncoding 151 0 R /FT /Tx 10 0 obj /Type /Annot endobj /FT /Tx The Settlor appreciates that, do to changing circumstances, it may at some point in the future be desirable from the perspective of a beneficiary to seek the amendment of this trust instrument. /JS (SyncCheckboxes\(event.target\);) << /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 >> /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /ZaDb 557 0 R /Contents 393 0 R /MaxLen 4 /FormType 1 2.4362 3.3161 Td /Subtype /Widget >> /Rect [54 267.96 182.04 281.28] /MK << f /SpaceAfter 19.125 /On 333 0 R /AP << >> << /AP << /Ff 8388608 278 0 obj /Outlines 6 0 R /Ff 8388608 /Subtype /Widget /DA (/Helv 10 Tf 0 g) /AS /Off /F 4 /Subtype /Form /Subtype /Widget /EndIndent 324.875 /Subtype /Widget /Type /Annot /Subtype /Form 239 0 obj 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 /DA (/Helv 10 Tf 0 g) /D << /JS (SyncCheckboxes\(event.target\);) /P 135 0 R /F 4 >> /S /JavaScript /TU (5A. >> /Type /Annot /MK << During any period or periods that no Designated Representative is acting with respect to the trust, the Trustee shall provide the accountings and notices to be given by the Trustee pursuant to the provisions of Section 15.23 of this Article, to the qualified beneficiaries of the trust. /P 134 0 R /Matrix [1 0 0 1 0 0] /0 5387 << /F 4 /O /Layout /Ff 8388608 << >> /Type /Annot /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] 43 0 obj /StructParent 449 /Parent 7 0 R /DA (/Helv 10 Tf 0 g) >> endobj /Type /Annot /AS /Off /ZaDb 13 0 R 15 0 obj << /FT /Tx /Rect [45.96 334.56 566.04 359.76] endobj n /T1_0 382 0 R << /MK << /T ( State of Florida County of) /DA (/Helv 10 Tf 0 g) /Subtype /Form /Rect [112.56 71.88 203.88 87.24] /F 4 Decision making, risk and control endobj /DA (/Helv 10 Tf 0 g) /Helv 152 0 R /StructParent 458 << >> /P 133 0 R /Subtype /Widget f endobj endobj /Name /ZaDb >> /Length 83 >> >> stream /StructParent 461 /DocumentID /S /JavaScript /StructParent 666 Notwithstanding the provisions of F.S. /P 135 0 R q /Type /Annot 11. /F 4 >> 1 1 7.36 7.48 re /T ( State of California County of) /Off 306 0 R 297 0 obj /T ( year of_2) /DA (/Helv 0 Tf 0 g) /ZaDb 554 0 R << q /Parent 70 0 R 281 0 obj >> /JS (SyncCheckboxes\(event.target\);) /Ff 8388608 /Font << 295 0 obj /Type /Annot A determination of whether the insurance contract was procured or effected in compliance with s. 627.404; 2. /Ff 8388608 /T ( If the trust was created by a will the decedents name is) /1 [5966.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 >> /JS (SyncCheckboxes\(event.target\);) 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: \(Enter 2-Digit Day\)) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << >> >> /On 186 0 R >> /TextIndent -8.87498 /DR << /Count 4 >> /Tabs /S q /ProcSet [/PDF /Text] /T ( Print Name of Notary Public_2) /P 136 0 R >> BT The rules for charitable trusts are more restrictive in that no function is delegable unless expressly set out in s11(3) TA 2000. << /CropBox [0.0 0.0 612.0 792.0] /MediaBox [0.0 0.0 612.0 792.0] /Parent 71 0 R /Font << /N << /XObject <> /F 174 0 R /On 357 0 R /Type /XObject (i) Initial Applicable Law. 282 0 obj << endobj >> /FormType 1 /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /Subtype /Widget /Encoding << /CS0 [/ICCBased 377 0 R] >> /Ff 8388608 2.4362 3.3161 Td q >> 260 0 obj /Resources << /Type /Annot /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /Rect [482.88 285.6 495.36 298.32] >> /CA (4) >> Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services. /Parent 71 0 R /MaxLen 2 >> /Ff 8388608 8.6597 TL 291 0 obj /TU (before me, \(Insert name and title of officer\)) /ViewerPreferences << /AA << /EndIndent 20.75 /Parent 70 0 R /AP <> /AS /Off /S /JavaScript /Rotate 0 /BBox [0.0 0.0 12.48 12.72] >> >> >> >> /P 133 0 R /Type /Annot 327 0 obj >> /Type /Annot >> /Rect [272.211 282.6 556.99 300.36] /PageWidthList << >> /BBox [0.0 0.0 12.48 12.72] /Parent 70 0 R /TU (day of: \(Enter 2-Digit Day\)) 2.4362 3.3161 Td /N 526 0 R /P 135 0 R /N << << /StructParent 607 /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) /Rect [159.12 687.6 267.12 702.24] /Length 36 << << stream /Rect [54 563.28 182.04 576.48] >> >> Delegation of Authority Form - Fill Out and Sign Printable PDF >> /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron stream /Ff 8388608 /N << /MK << /T ( year of_3) 95 0 R 96 0 R 97 0 R 98 0 R 99 0 R 100 0 R 101 0 R 102 0 R 103 0 R 104 0 R 342 0 obj >> /P 137 0 R /Subtype /Widget /F 4 endobj /Parent 70 0 R 82 0 obj BT >> >> /T ( day of_2) << /Type /XObject /MK << Powers of trustee attached to office. /MK << << /TU (Grantor Name 2: Country of Residency \(if other than USA\)) /Rect [341.4 212.04 557.4 225.36] /Rect [178.8 106.92 280.8 123.6] /T (2A) endobj /Kids [171 0 R] /Matrix [1 0 0 1 0 0] >> /FT /Tx /FormType 1 >> /TU (5C. /F 4 >> /0 612.0 /Subtype /Widget /Type /Page 263 0 obj /Marked true << /F 4 /Fm1 394 0 R /CS0 [/ICCBased 377 0 R] /MaxLen 4 /Tx BMC /MediaBox [0.0 0.0 612.0 792.0] /PageUIDList << /Parent 7 0 R /P 136 0 R /StructParents 669 /FT /Tx >> /Tx BMC /Rect [159.12 386.4 270.12 404.16] stream >> >> /T (Signature of Notary Public_2) /MaxLen 3 /JS (SyncCheckboxes\(event.target\);) /1 [2433.0 1.0 3.0 -15.9438 362.88 15.9438 368.88 1.0 0.0 0.0 0 0 Td /Ff 29360128 /JS (SyncCheckboxes\(event.target\);) WebDelegation by trustee. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Resources << >> /Length 88 /P 135 0 R endobj /MaxLen 2 /T (H-2) The trustee remains liable for the acts and defaults of the donee as if they were the acts or defaults of the donor. /Type /Annot /CM26 << >> WebAs the chief executive officer of the University, the President has general direction, control, and supervision over the operations of the University. /PDFDocEncoding 156 0 R /Ff 8388608 /Parent 71 0 R 220 0 obj /Subtype /Widget /MK << 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. /Rect [63.6145 586.56 203.535 601.32] /FT /Tx /MaxLen 2 /Font << endobj endobj << >> /AS /Off 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 /P 133 0 R >> /ProcSet [/PDF] /Subtype /Widget /StructParent 692 /T ( year of) /Subtype /Form /DR << /BBox [0.0 0.0 12.4801 12.72] /T (MLPFS Account02_5) /FT /Tx endobj /ZaDb 13 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) 184 0 obj 0 0 9.36 9.48 re >> /P 134 0 R /DA (/Helv 10 Tf 0 g) /Parent 70 0 R /DA (/Helv 10 Tf 0 g) 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 H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w This acknowledgement may not be used by California Notaries. >> /Ff 8388608 /PageItemUIDToLocationDataMap << /Type /Annot /Encoding << << /MK << /AP << /StructParent 443 /Rect [482.88 587.28 495.36 600.0] /Resources << endobj /P 137 0 R /T1_2 383 0 R /Rect [48.6 71.88 101.76 87.24] /T1_4 400 0 R q /T1_1 383 0 R >> /P 134 0 R /F 4 /Parent 71 0 R 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. /Length 36 endobj Enter to open, tab to navigate, enter to select, Practical Law Standard Document w-001-8732, https://content.next.westlaw.com/practical-law/document/Ia3d88ac5fce711e598dc8b09b4f043e0/Delegation-of-Authority-Form?viewType=FullText&transitionType=Default&contextData=(sc.Default). /T ( Names of all current trustees02) >> /NumberOfPageItemsInPage 2 << /FT /Tx 298 0 obj (Drafting Trustee Powers Considering the Duties of Loyalty, Impartiality, & Statutory Authorization for Self-Dealing), 2.4 2.7, Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /BBox [0 0 252 14.64] /DA (/Helv 10 Tf 0 g) /TU (20: \(Enter the last 2-Digits of Year\)) /StructParent 684 248 0 obj /DA (/Helv 10 Tf 0 g) H, /DA (/Helv 10 Tf 0 g) n /Type /XObject /MK << /MK << 252 0 obj /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 n /Annots [15 0 R 16 0 R 278 0 R 279 0 R 280 0 R 17 0 R 281 0 R 282 0 R 283 0 R 18 0 R /AcroForm 2 0 R endobj /Ff 29360128 stream >> /ProcSet [/PDF /Text] >> /Off 286 0 R >> 1.0 4.21616 370.08] /ZaDb 8.9925 Tf endobj /Subtype /Widget /Rect [450.356 399.025 558.356 413.785] /FT /Tx /CA (4) >> q 126 0 obj >> /Encoding << /T (B) >> >> /O /Layout << >> /F 4 << >> /BBox [0 0 424.08 13.32] >> /Rect [54.24 504.6 66.72 517.32] /F 4 /P 135 0 R /Type /Metadata stream /Contents 391 0 R /F 4 /Subtype /Widget The same person may be both nominee and custodian. /T (MLPFS Account_1_5) /Subtype /Widget Q /EndIndent 309.875 /FT /Tx /F 4 /Type /Annot /Encoding << /TU (Country of residency for Trustee Name 4) endstream /Resources << BT /Subtype /Widget /FT /Tx /LineHeight 13.5 /Font << 109 0 obj /Rect [450.84 381.72 558.84 399.96] /DA (/Helv 10 Tf 0 g) stream >> /StructParent 700 Who /T ( by_1) >> EMC /S /JavaScript Margin transactions 3 including short sales: All current trustees must initial those that apply in spaces provided:) >> endobj 237 0 obj /DA (/Helv 10 Tf 0 g) endobj << /Rect [136.8 471.8 540.84 486.44] /F 4 /Annots [26 0 R 94 0 R 27 0 R 95 0 R 228 0 R 214 0 R 232 0 R 215 0 R 216 0 R 217 0 R /F 4 Delegation 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 power for the purpose of executing any documents contemplated in Section 2.7(a), including any registration statement or amendment thereto filed with the Commission, or making any other governmental filing; and. >> /LineHeight 15.5 >> >> /StructParent 741 /FormType 1 /Font << >> /PDFDocEncoding 151 0 R /Rect [155.64 504.6 168.12 517.32] /T (E-1) /Type /Font /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft /FT /Btn >> >> 1 Christopher W. Boyett, Oh, the Places Id Go (Choice of Law, Governing Law, & the Principal Place of Administration Under the Florida Trust Code), Drafting Trusts Under the New Florida Trust Code, Fla. Bar. /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) stream /F 4 endobj endobj /ProcSet [/PDF] 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 /T (Phone) /ProcSet [/PDF] 0 0 Td >> /T (MLPFS Account03_2) /florin /fraction /guilsinglleft /guilsinglright /minus /perthousand /quotedblbase /quotedblleft /quotedblright /quoteleft insert form merger provisions.. /S /JavaScript 247 0 obj /Bl 330 0 R >> 213 0 obj /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /Subtype /Widget /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << BT /StructParent 641 /StructParent 711 /S /JavaScript >> endobj /CA (4) /Type /Annot 349 0 obj >> /F 4 /Font << << << >> /P 129 0 R 355 0 obj >> 132 0 obj The Settlor hereby acknowledges the applicability of these provisions.. (C) Non-Fiduciary Duty of Designated Representative. /MaxLen 2 >> /Rect [294.0 71.88 385.2 87.24] /P 137 0 R /MK << 0 0 12.48 12.72 re /ProcSet [/PDF] /DA (/Helv 10 Tf 0 g) /Parent 71 0 R /DA (/Helv 10 Tf 0 g) /T (MLPFS Account_2_2) n /ProcSet [/PDF /Text] /BaseFont /Courier /StructParent 575 << /D << /Subtype /Type1 80 0 obj /Parent 71 0 R /Type /Annot /K 177 0 R /Type /Annot /T (Revocable and amendable) /Helv 167 0 R << /O /Layout /Subtype /Form >> >> /Ff 8388608 /StructParent 630 endobj /F 4 >> /OriginalDocumentID /StructParent 447 /Type /Annot << /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /BleedBox [0.0 0.0 612.0 792.0] 129 0 obj 369 0 obj /ZaDb 8.9925 Tf /Ff 8388608 With respect to each trust created under this trust instrument, the Trustee may make loans to, receive loans from, sell, purchase or exchange any portion of the trust estate with (a) any one (1) or more persons who may be related to the Trustee, (b) an officer, director, employee, agent or attorney of the Trustee, and/or (c) a corporation, partnership, limited liability company or other business entity in which the Trustee has a financial interest. 3, Trust Opportunities. /F 4 /Rect [178.8 387.36 280.8 404.04] /Resources << /MaxLen 2 /DR << /Rect [292.2 461.76 420.24 480.0] /MK << endobj /Encoding <> >> 338 0 obj /TU (6\) Trustee 3 initials: If applicable, all current trustees must initial in spaces provided) /StructParent 483 There are two quite distinct forms of delegation by trustees: collective delegation and individual delegation. /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] q /Oslash /Ugrave /Uacute /Ucircumflex /Udieresis /Yacute /Thorn /germandbls /agrave /aacute /BBox [0.0 0.0 12.48 12.72] >> /ZaDb 13 0 R /MK << /Helv 152 0 R 286 0 obj /MaxLen 2 /DA (/Helv 10 Tf 0 g) /T (MLPFS Account03) Where appropriate, urgent decisions that arise between meetings, may be dealt with by Chair's Action where it is not possible to convene a meeting of the Board at short notice. /Type /Annot >> /Matrix [1 0 0 1 0 0] >> >> /DA (/Helv 10 Tf 0 g) /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) /Rect [409.92 71.88 463.08 87.24] /Subtype /Widget endstream /Rect [401.76 522.6 558.84 538.08] /ProcSet [/PDF /Text] /FormType 1 128 0 obj /DA (/Helv 10 Tf 0 g) /Subtype /Widget H,=@DSjG+B:%F_xXpot;Y5;fcrVg{# w /FT /Tx stream /ProcSet [/PDF /Text] /StructParent 596 << >> /AA <> /Rect [229.92 71.88 283.08 87.24] >> /Subtype /Form /Type /Annot /StructParent 611 /Resources << 359 0 obj /DA (/Helv 0 Tf 0 g) /ProcSet [/PDF /Text] /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /Ff 8388608 /Rect [444.6 209.28 557.28 225.48] >> 193 0 obj /FormType 1 endobj >> /ArtBox [0.0 0.0 612.0 792.0] . /Resources << /FT /Tx /DA (/Helv 10 Tf 0 g) /MaxLen 3 1 1 10.48 10.72 re >> There are, however, restrictions on such delegation covering non-delegable functions, which are broadly: functions relating to the distribution of assets; decisions as to whether fees should be paid out of income or out of capital; powers to appoint trustees; and powers of delegation under any other statute. endobj >> /T (MLPFS Account_2_4) /Font << >> /StructParent 587 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] /TU (Signed and sworn to \(or affirmed\) before me this: \(Enter Month\)) /DA (/Helv 10 Tf 0 g) /TU (D\) Agreed and Certified to this year of: Enter 4-Digit Year) /T (MLPFS Account01_5) /MK <> >> endstream /FormType 1 /T (Grantor Name_2) << /Encoding << /MK << /Subtype /Widget /Rect [159.12 674.64 267.12 687.96] >> >> NSCC trustees elect officers | Local News | bryantimes.com 42 419-636-1111 | news@bryantimes.com | 211 W. High St., Ste. /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) A. /ColorSpace << /0 221 /TU (On: Enter date including 2-Digit Month/2-Digit Day/4-Digit Year) n /F 4 endobj endobj /P 136 0 R endobj /Subtype /Widget /MaxLen 3 /StructParent 510 2.4362 3.3161 Td >> endobj Q >> /OriginalDocumentID /PageUIDList << /Subtype /Widget /Font << Subject to the provisions of Articles XVI and XVII, if at any time the Co-Trustees eligible to vote with respect to any discretionary distribution of income or principal shall be evenly divided concerning whether to make a distribution, such distribution shall not be made and the Co-Trustee or Co-Trustees favoring such distribution shall incur no liability therefrom. >> 270 0 obj H, /FT /Btn /Rect [159.36 381.72 267.36 399.96]

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