trustee delegation of authority form

6. /Subtype /Form 249 0 obj /BBox [0 0 252 14.64] /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Tabs /S /DocumentID endobj << /MK << /Rect [158.934 541.884 266.934 555.204] /StructParent 701 (4) Tj 17 0 obj 162 0 obj Delegation /MaxLen 4 >> /Rect [294.0 71.88 385.2 87.24] /FT /Tx WebTrustee selling to self as trustee of another trust. /JS (SyncCheckboxes\(event.target\);) /PDFDocEncoding 162 0 R /MK << /N << /Off 184 0 R /DA (/Helv 10 Tf 0 g) endobj /N << /ZaDb 550 0 R << /StructParent 737 /Helv 167 0 R /MaxLen 2 /FT /Tx /ZaDb 13 0 R >> /CropBox [0.0 0.0 612.0 792.0] /AP << /Parent 50 0 R /TU (Please print the telephone number, including \(3-Digit Area Code\) of an individual that Merrill Lynch may contact in the event a trustee resigns, becomes incapacitated or dies:) /Off 356 0 R /F 4 /PageTransformationMatrixList << ET /CA (4) /StructParent 422 /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> >> /ProcSet [/PDF /Text] /AP << /N 524 0 R /F 4 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. >> >> >> /DA (/Helv 10 Tf 0 g) >> >> endstream >> /T ( The foregoing instrument was acknowledged before me a Notary Public this) /Subtype /Widget << In accordance with the provisions of F.S. /Parent 70 0 R /F 174 0 R /GS0 378 0 R Pursuant to the provisions of Section 736.1017(2) of the Florida Trust Code, a certification of trust may be signed by any Trustee. /quotesingle 96 /grave 128 /bullet /dagger /daggerdbl /ellipsis /emdash /endash /P 135 0 R /StructParent 581 /TU (MLPF&S Account #2 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) >> << /P 133 0 R 91 0 R 124 0 R 212 0 R 213 0 R 269 0 R 247 0 R 276 0 R 249 0 R 125 0 R 250 0 R /FT /Tx /PDFDocEncoding 151 0 R >> /MK << /Tx BMC /Subtype /Widget >> /DA (/Helv 10 Tf 0 g) /Type /XObject 223 0 obj /BleedBox [0.0 0.0 612.0 792.0] 0.749023 g /Subtype /Type1 q /F 4 >> /Rect [136.8 471.8 540.84 486.44] (4) Tj These form provisions do not constitute tax advice Trusts & Estates magazine and should not be treated as such. /P 137 0 R /InDesign << >> /StructParent 640 /D [129 0 R /Fit] /DA (/Helv 10 Tf 0 g) Periodically reviewing the agent's actions in order to monitor the agent's performance and compliance with the terms of the delegation. /StructParent 504 << /Resources << /Ff 8388608 /A 364 0 R /CS0 [/ICCBased 377 0 R] /MK << >> /PDFDocEncoding 166 0 R >> >> 91 0 obj The rules for charitable trusts are more restrictive in that no function is delegable unless expressly set out in s11(3) TA 2000. /StructParent 675 >> /Subtype /Form /F 4 107 0 obj >> >> /Subtype /Form Under Trustee Act 2000 (TA 2000), trustees are given wide ranging powers to authorise any person to exercise any or all of their delegable functions as their agent (s11(1) TA 2000). 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. stream /MK << 307 0 obj 318 0 obj /AA << /BBox [0.0 0.0 9.36 9.48] /DA (/Helv 10 Tf 0 g) /CM11 << /N 14 0 R /Parent 50 0 R 1E}+'d+XFT7'&3NXX\W>}`wnxrkdA2^ k endobj 64 0 obj >> /P 133 0 R /StructParent 590 /T (MLPFS Account_2) Pursuant to the provisions of a certain Trust Agreement dated July 1, 2007 (the Trust Agreement), by and between John Doe, as Settlor, and Jane Doe and James Smith, as Co-Trustees, the John Doe Delta Trust (the Delta Trust) was created. << /F 4 endobj 304 0 obj <>stream << /Type /Encoding /StructParent 442 /AP << endobj >> /Rect [322.367 304.171 462.407 318.811] /AP << /TU (Print Name of Notary Public) /Length 36 /StructParent 531 /O /Layout 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. /TU (Country of residency for Trustee Name 4) /F 4 endobj /F 4 /MaxLen 2 /DA (/Helv 10 Tf 0 g) 9. endobj /Rect [112.56 71.88 203.88 87.24] /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj /AA << /FormType 1 /DA (/Helv 10 Tf 0 g) >> /CM26 << /TU (Signature of Notary Public) ET Decisions /Subtype /Widget /N 540 0 R /Resources << >> /ZaDb 520 0 R /JS (SyncCheckboxes\(event.target\);) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] << (D)(3) 4 d320217dex99d3.htm FORM OF DELEGATION AGREEMENT, Viewed December 13, 2021, View Source on SEC. /TrimBox [0.0 0.0 612.0 792.0] /Ff 29360128 /T (Address) /FT /Tx /GS1 380 0 R 351 0 obj >> >> /DA (/Helv 10 Tf 0 g) /Type /Annot /Type /Catalog /AS /Off /0 [255.0 0.0 3.0 223.2 362.88 279.08 368.88 1.0 0.0 0.0 /quoteright /quotesinglbase /trademark /fi /fl /Lslash /OE /Scaron /Ydieresis /Zcaron /Type /Encoding /Parent 71 0 R /CM34 << >> >> >> /Type /XObject << 369 0 obj >> /F 4 /Ff 8388608 /T (2B1 - The trust agreement is dated) /StructParents 502 /Resources << >> /ProcSet [/PDF /Text] % /O /Layout /Font << << >> (C) the then acting non-Corporate Designated Representative of such trust, or a majority of the then acting non-Corporate Designated Representatives; Allowed HTML tags:


. >> >> >> /PDFDocEncoding 151 0 R /MediaBox [0.0 0.0 612.0 792.0] 60-175.15. /igrave /iacute /icircumflex /idieresis /eth /ntilde /ograve /oacute /ocircumflex /otilde >> /StructParent 692 /MK << >> /PageWidthList << /FT /Tx /T ( My commission expires) >> /DA (/Helv 10 Tf 0 g) /Parent 7 0 R endobj /T (MLPFS Account_3_5) /Type /XObject /Rect [409.92 68.88 463.08 84.24] /Helv 152 0 R >> /Type /Annot /ZaDb 518 0 R << /Length 10 1 1 10.48 10.72 re /OriginalDocumentID 0.749023 g >> /FT /Tx /PageItemUIDToLocationDataMap << /Helv 157 0 R Illinois Certification of Trust Form /Type /XObject stream >> << /ProcSet [/PDF] >> /Tx BMC /GS0 378 0 R << /T ( Signed and sworn to or affirmed before me this) /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /FT /Tx /ProcSet [/PDF /Text] /FT /Tx /MaxLen 4 93 0 obj >> /Encoding << << /TU (The foregoing instrument was acknowledged before me, a Notary Public, by means of \(check one\): physical presence) >> /Subtype /Widget /T (Margin transactions including short sales02) endobj /Icircumflex /Idieresis /Eth /Ntilde /Ograve /Oacute /Ocircumflex /Otilde /Odieresis /multiply /GS2 379 0 R /Type /Annot /PageItemUIDToLocationDataMap << 276 0 obj /MK << /ExtGState << endobj << /DA (/Helv 10 Tf 0 g) >> /N 170 0 R /Type /Annot With respect to each trust created under this trust instrument, it is the Settlors desire that the Trustee exercise its discretionary powers to benefit the current beneficiary of the trust, rather than any remaindermen, even to the extent of terminating the trust by distributing the entire trust estate to the beneficiary at any point in time following the creation of the trust and thereby eliminating the contingent interest of any remaindermen. 71 0 obj >> /Rect [65.88 583.32 231.12 601.08] /dotlessi /lslash /oe /scaron /zcaron 160 /Euro 164 /currency 166 /FT /Sig /StructParent 585 /T ( by Trustee) /Rect [88.68 462 378.24 479.64] << /P 133 0 R /Ff 8388608 /StructParent 733 >> 0 0 9.36 9.48 re /MK << >> /0 612.0 /Type /Annot /CS0 [/ICCBased 377 0 R] endobj /Off 311 0 R /MK << << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] endobj >> endobj >> 2.4362 3.3161 Td /MK << >> /Ff 8388608 /Resources << 255 0 obj /P 137 0 R /Type /Annot /Kids [281 0 R 282 0 R 283 0 R] /TU (Grantor Name 2: Country of Residency \(if other than USA\)) stream /A 304 0 R Any party who is acting in a fiduciary capacity pursuant to any trust created under this trust instrument is entitled to a fair and just compensation for services rendered in that fiduciary capacity, and that party shall also be entitled to reimbursement from the trust estate for all reasonable expenses incurred in the management and distribution of the trust. >> /AP << /Type /Annot /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /TU (B\) Agreed and Certified to this year of: \(Enter 4-Digit Year\)) >> >> endobj >> /Subtype /Widget endstream /N 155 0 R /0 [1.0 0.0 0.0 1.0 0.0 0.0] /InDesign << /AP << >> >> /TU (MLPF&S Account #1 \(For Internal Use Only\): Enter the last 5-digits of the 8-digit Merrill Account Number) /CM16 << /DA (/Helv 10 Tf 0 g) << /FormType 1 >> /0 612.0 >> >> /LastModified endstream >> /StructParent 740 /AP << /Ff 8388608 endobj /Length 36 CLE (2007) (Conetta, Settlor, May I?). /Type /XObject /Ff 29360128 /S /JavaScript /DR << /BBox [0 0 424.08 18.12] /CM37 << /ZaDb 13 0 R /F 4 /LineHeight 14 /FT /Tx /FT /Tx /StructParent 572 >> >> /Subtype /Form /Subtype /Form >> /Font << /NumberOfPageItemsInPage 2 /F 4 /Type /XObject << /Resources << /T ( year of) /Type /XObject /DA (/Helv 10 Tf 0 g) /F 4 (4) Tj /TU (day of: \(Enter 2-Digit Day\)) /MaxLen 2 endobj /JS (SyncCheckboxes\(event.target\);) /JS (SyncCheckboxes\(event.target\);) /Length 90 >> /JS (SyncCheckboxes\(event.target\);) >> /T ( by_1) /N 534 0 R /Subtype /Form /F 4 /Type /XObject H, /TU (9A. A, Bryan, OH 43506 News Announcements Opinion Obituaries Sports Classifieds Advertise e-Editions Special Sections Subscribe NSCC trustees elect officers By Times staff 7 min ago 0 /Subtype /Form /P 134 0 R /StructParent 420 /Resources << /Font << /Type /Annot /K 542 0 R 338 0 obj /BBox [0 0 252 14.64] /Resources << /0 [1.0 0.0 0.0 1.0 0.0 0.0] >> 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. n >> endstream endobj /F 4 /Parent 71 0 R >> /PDFDocEncoding 156 0 R /MaxLen 4 98 0 obj /Parent 70 0 R 77 0 obj Would you like to make a difference to the lives of people in /StructParent 677 /NumberOfPageItemsInPage 2 >> /T (D-2) >> WebNo individual Trustee is empowered to make decisions on behalf of the Trust outside of any specific authority set out in this scheme of delegation. /MK << /MK << /Ff 8388608 /LineHeight 19 /MK << 344 0 obj /Parent 71 0 R /TU (9B. /Length 112 endobj /TU (Please check one of the following \(REQUIRED\): Personally known or) 288 0 obj >> /FT /Tx /Differences [24 /breve /caron /circumflex /dotaccent /hungarumlaut /ogonek /ring /tilde 39 /Encoding << /BBox [0.0 0.0 12.48 12.72] /P 135 0 R (4) Tj 21 0 obj >> /Parent 70 0 R /N 161 0 R << /AP << /CM25 << endobj /Type /Annot stream Any designation may be made, or plan established, by an instrument in writing signed by the holder of the power and delivered to the then acting individual Trustee and to each party in a prior position on the list contained in subsection 15.24(b)(iv) of this Article, and if there is no then acting individual Trustee, to the current beneficiary of the trust for which a successor Designated Representative is being designated or to which the plan relates, or by the valid Will of the holder admitted to probate in any jurisdiction. /MK << /F 4 /Bl 335 0 R /P 8 0 R 199 0 obj << /TextIndent -15.25 >> >> /LastModified endobj /K 549 0 R >> 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. 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 355 0 obj 129 0 obj >> /P 137 0 R /Subtype /Form Form acknowledging and authorizing power granted by decanting statute: Discretionary Distributions. /Helv 146 0 R 257 0 obj >> /StructParent 706 (viii) Appointment of Successor Designated Representatives in Default of Designation. endobj The Trustee, without court approval, may amend this subsection in order to change the jurisdiction whose law governs the administration of any trust created under this trust instrument and may amend any other provision of this trust instrument for the purpose of qualifying any trust under this trust instrument to be governed by the law of another jurisdiction. >> 1 1 10.48 10.72 re /BBox [0 0 252 14.64] 46 0 obj /Subtype /Form WebCode 117.011 (a). >> /P 134 0 R /Ff 29360128 /StructParent 458 endobj /BBox [0.0 0.0 12.4801 12.72] 206 0 obj >> /FT /Btn endobj 362 0 obj stream /P 131 0 R /Ff 8388608 /FormType 1 218 0 obj /TU (personally appeared \(Insert name of Trustee\)) /Rect [295.44 687.12 453.12 704.88] /StructParent 446 /Fm1 394 0 R /Type /Annot /StructParent 405 /Type /Annot /Subtype /Widget /Subtype /Form /StructParent 603 /O /Layout 736.0802(5)(e)(2), authorizes any Corporate Trustee to invest in any investment instrument owned or controlled by such Corporate Trustee or its affiliate and to engage any affiliate to render services to such trust, provided such Corporate Trustee, subject to the other provisions of this trust instrument (including Section 15.9 of Article XV hereof relating to waiver of the prudent investor rule), otherwise complies with the provisions of F.S. /Resources << 213 0 obj << /Ff 29360128 << /DA (/Helv 10 Tf 0 g) >> /ZaDb 13 0 R 165 0 obj >> /P 134 0 R /ColorSpace << /StructParent 618 Delegation of Power to Other Trustees Subject to the provisions of the 1940 Act, any Trustee may, by power of attorney, delegate his power for a period not exceeding six (6) months at any one time to any other Trustee or Trustees; provided that in no case shall less than two (2) Trustees personally exercise the powers granted to the Trustees under the Declaration except as herein otherwise expressly provided. >> /AA << BT endobj /T (MLPFS Account_2_4) Applicable state law, including, while applicable, Florida Statutes 736.0105(2), may provide certain mandatory and non-waivable provisions that apply to each trust created under this trust instrument. >> >> /Type /Annot Code of Virginia /LastModified (D:20211212090914-05'00') /Subtype /Widget /FT /Tx /MK << /Matrix [1.0 0.0 0.0 1.0 0.0 0.0] >> /CM22 << /Parent 70 0 R /T1_2 383 0 R /Bl 367 0 R >> Chair of the Board of Trustees. /F 4 /Type /XObject /Resources << >> /D << >> /JS (SyncCheckboxes\(event.target\);) >> /StructParent 589 /MK << /Rect [450.6 621.64 558.6 634.96] >> /P 135 0 R /JS (SyncCheckboxes\(event.target\);) >> << A trustee may delegate duties and powers that a prudent trustee of comparable skills could properly delegate under the circumstances. /FT /Tx stream 345 0 obj /T (Signature of Notary Public_3) 246 0 R 247 0 R 248 0 R 249 0 R 250 0 R 251 0 R 252 0 R 253 0 R 254 0 R 255 0 R >> << /ZaDb 553 0 R /MK << /TU (Please check one of the following \(REQUIRED\): Produced the following type of identification:) /Type /Annot /AP << 8.6597 TL /Rect [178.8 387.36 280.8 404.04] /Fm0 385 0 R /StructParent 537 /Ff 29360128 /Rect [135.96 668.64 560.04 683.28] 366 0 obj /O /Layout >> /P 134 0 R >> 1.0 4.21616 370.08] /Parent 71 0 R /Subtype /Widget Delegation >> /Ff 29360128 /TU (MLPF&S Account #3 \(For Internal Use Only\): Enter the first 3-digits of the 8-digit Merrill Account Number) << /FT /Tx /PDFDocEncoding 162 0 R /Subtype /Widget /T ( 20) /Tx BMC 48 0 obj EMC /Bl 305 0 R /BBox [0.0 0.0 9.36 9.48001] >> /BBox [0.0 0.0 12.4801 12.72] endobj /ProcSet [/PDF /Text] Delegation of Authority Form - Fill Out and Sign Printable PDF /Type /Font /ZaDb 551 0 R Signature date and notary date must be the same: State of \(Enter State\)) >> /Encoding << /PDFDocEncoding 145 0 R >> /Tx BMC << endobj n >> 2.4362 3.3161 Td /StructParent 671 >> endobj /Type /Annot /AA << /FT /Tx f >> >> /P 135 0 R /P 133 0 R /ExtGState << 151 0 obj >> >> >> >> /Font << >> /DA (/Helv 10 Tf 0 g) /On 293 0 R /MK << /F 4 0 0 Td /T ( the person whose name is subscribed to) /Type /Annot /MK << /P 137 0 R << >> >> /Subtype /Widget /TU (Signature of Trustees requiring Notarization: \(All current trustees must sign. /T (MLPFS Account03_4) >> /Ff 8388608 n /PieceInfo << /Helv 163 0 R Language similar to the following could be considered to authorize such investments: Corporate Trustees and Affiliated Services.