Allocation Instructions Clause Samples

Allocation Instructions. Please indicate ALL of the annuity contracts with the Great American family of companies to which your contributions should be allocated. Allocations listed below will supersede all previous allocation instructions. Allocations may only be made to annuity contracts that are approved for use with the plan. Please note that if you provide amounts, they will be converted to percentages, when to the extent we determine practicable, and such percentages will apply to the contributions received, whether more or less than the total amount shown. If specific account information is provided by your employer or TPA, that information will supersede this form.

Allocation Instructions. Allocation Instructions are instructions In Writing that identify the Account(s) to which the Net Premium or Loan Repayment will be allocated. You may change the Allocation Instructions for future premium payments or Loan Repayments at any time by Written Request. A change will be effective as of the end of the Business Day on which such Written Request is received. Any requested change to the Allocation Instructions will affect the allocation of future premium payments and Loan Repayments but will not change the allocation of any previous payments. We reserve the right to impose a limit on the number and frequency of such changes. Transfers – You may transfer all or part of the Accumulated Value: · From the Variable Account(s) to the Fixed Account(s); · From the Fixed Account(s) to the Variable Account(s); and · From one Fixed Account to another Fixed Account, if applicable. If you want to transfer Variable Account Value to the Indexed Account(s), the Variable Account Value must first be transferred to the Designated Fixed Account. Then, on the next Segment Start Date, a transfer from the Designated Fixed Account, subject to the conditions provided in this Policy, will be transferred to the Indexed Account(s). You may not transfer value out of an Indexed Account before the end of the Segment Term. You may not transfer value to a Variable Account other than the money market variable account that we designate before the Free Look Transfer Date. No transfer may be made if the Policy is in a Grace Period and the required premium has not been paid. Allocation and Transfer Restrictions – We reserve the right to: · Limit allocations and/or transfers to the Indexed Account(s) as described in the Allocation Limitations for the Indexed Account(s) shown in the Policy Specifications; · Limit allocations and/or transfers to the Fixed Account(s) as described in the Allocation Limitations for the Fixed Account(s) shown in the Policy Specifications; · Limit the size of transfers so that each transfer is at least equal to the Minimum Transfer Amount, shown in the Policy Specifications; · Limit the frequency of transfers. However, transfers to an Indexed Account will not occur less frequently than as shown in the Policy Specifications (see Segment Start Dates); · Require that the remaining balance in the Investment Option(s) as a result of a transfer, be at least equal to the Remaining Balance Amount shown in the Policy Specifications; · Assess an Excess Transfer Charge fo...

Allocation Instructions. I understand that on my Application, I must select one or more of the Investment Portfolios and, if I select more than one Investment Portfolio, I must designate what portion of the contribution made to the Account should be invested in each Investment Portfolio. I understand that if I submitted my Application before October 24, 2015 and I have not submitted Allocation Instructions prior to May 8, 2020, Allocation Instructions will be added to my Account.

Allocation Instructions. I understand that on my Application, I must select one or more of the Investment Options in which I want my initial contribution invested. I also must designate what percentage of the contribution made to the Account should be invested in each Investment Option that I select. I understand that effective August 8, 2014, all future contributions to my Account by any method (excluding payroll deduction) will be invested in the Investment Option(s) selected by me on my Application according to the percentages indicated on my Application until I change such Allocation Instructions.

Allocation Instructions. Please indicate ALL of the annuity contracts with the Companies to which your contributions should be allocated. Allocations listed below will supersede all previous allocation instructions. Allocations may only be made to annuity contracts that are approved for use with the plan. Please note that if you provide amounts, they will be converted to percentages, when to the extent we determine practicable, and such percentages will apply to the contributions received, whether more or less than the total amount shown. If specific account information is provided by your employer or TPA, that information will supersede this form.

Allocation Instructions. Service Provider shall instruct the Utility to allocate credit for the Output of the System to the Customer Meters in accordance with the allocation instructions attached hereto as Exhibit C (the “Allocation Instructions”). Service Provider shall have the right to: (a) designate from time to time, in its sole discretion, the administrator and designated person (as defined in 30 V.