Am Married Sample Clauses

Am Married. I understand that if I choose to designate a primary beneficiary other than or in addition to my spouse, my spouse must sign below. I am the spouse of the above‐named XXX owner. I acknowledge that I have received a fair and reasonable disclosure of my spouse’s property and financial obligations. Because of the important tax consequences of giving up my interest in this XXX, I have been advised to see a tax professional. I hereby give the XXX owner my interest in the assets or property deposited in this XXX and consent to the beneficiary designation indicated above. I assume full responsibility for any adverse consequences that may result. Signature of Spouse  Print Name Date SIGNATURES – IMPORTANT PLEASE READ BEFORE SIGNING I understand the eligibility requirement for the type of XXX deposits I make and I state that I qualify to make the deposit. I have reviewed and understand the 5305-A Custodial Account Adoption Agreement and Disclosure Statement provided to me. I understand that the terms and conditions which apply to this XXX are contained in this Axos Clearing LLC Individual Retirement Custodial Account Adoption Agreement. I agree to be bound by those terms and conditions. If I elect to make a rollover contribution to this account, I hereby certify that I understand the rollover rules and conditions as they pertain to this XXX and I have met the requirements for making a rollover. Due to the important tax consequences of rolling over funds or property I have been advised to consult with a tax professional. All information provided by me is true and correct and may be relied upon by the Custodian. Within seven days from the date I open this XXX I may revoke it without penalty by mailing or delivering a written notice to the Introducing Broker Dealer and/or Axos Clearing Custodian. I assume full responsibility for: • Determining that I am eligible for an XXX each year I make a contribution • Ensuring that all contributions I make are within the limits set forth by the tax laws, and • The tax consequences of any contributions (including rollover contributions) and distributions. Signature of XXX Owner  Print Name Date (mm/dd/yyyy) Signature of Custodian  Print Name Date (mm/dd/yyyy) 0000 Xxxxxxxx Xxxxxx, Xxx 000 Xxxxx, XX 00000-0000 Clearing, custody or other brokerage services provided by Axos Clearing, LLC, member FINRA and SIPC. Trademark(s) belong to their respective owners. Page 1 of 6u ADOP 6/2020
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Am Married. If my spouse is not listed as the only Primary Beneficiary above, my spouse has signed the consent below. I understand that if my marital status changes, this designation will nevertheless remain in effect until I file a new Designation. SPOUSAL CONSENT (Your spouse and Notary Public must complete if you are married and have designated someone other than your spouse as 100% Primary Beneficiary) I hereby consent to the above beneficiary designation of my spouse, a participant of this Plan. I understand that in consenting to the designation of anyone except myself as primary beneficiary, I am waiving my rights to a survivor benefit that I would legally be entitled to at a later date.
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Am Married. If my spouse is not listed as the only Primary Beneficiary above, my spouse has signed the consent below. I understand that if my marital status changes, this designation will nevertheless remain in effect until I file a new Designation of Beneficiary. *All references to ‘marriage’ shall also include ‘registered domestic partnerships,’ individuals in a ‘registered domestic partnership’ shall be considered ‘married,’ and all references to a ‘spouse’ shall also include a registered domestic partner. A ‘registered domestic partner’ and a ‘registered domestic partnership’ refers to persons and partnerships satisfying the requirements of the California Family Code and officially registered as of the date of death with the Secretary of State as such in accordance with Section 298.5 of the California Family Code. SPOUSAL CONSENT (Your spouse and Notary Public must complete if you are married and have designated someone other than your spouse as 100% Primary Beneficiary) I hereby consent to the above beneficiary designation of my spouse, a participant of this Plan. I understand that in consenting to the designation of anyone except myself as primary beneficiary, I am waiving my rights to a survivor benefit that I would legally be entitled to at a later date. Date: Name of Spouse Signature of Spouse Sworn to, and by me, this day of (month), (year) Name of Notary Public: Notary Public’s Signature: FEE DISCLOSURE The PARS 457(b) Deferred Compensation Plan is being offered through San Bernardino City Unified School District. TCG Investment Advisory Services LP has been hired by the District as the investment advisor and fiduciary to the plan and receives an advisory fee of 0.45% of account assets annually. PARS is the Trust Administrator and handles the ongoing administration of the Plan for annual fees equal to 0.95% of account assets valued at $0 to $2,500,000, 0.75% of account assets valued at $2,500,001 to $5,000,000, 0.50% of account assets valued at $5,000,001 to $20,000.000, 0.33% of account assets valued at $20,000,001 and over. An additional charge of $15.00 will be applied for one-time lump sum distributions, $1.50 per recurring electronic payments, or $3.50 per recurring check payments. If applicable, a $20.00 charge will be applied for stop payment requests, a $5.00 charge for a 1099R reissue and a $50.00 charge for any 1099R revision requests. If requesting a loan, a loan origination fee of $50.00 per loan and an annual loan maintenance fee equal to $25.0...
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Related to Am Married

  • ANNUITANT The Annuitant is the person on whose life Annuity Payments are based. The Annuitant is the person designated by you subject to our underwriting rules then in effect. The Annuitant may not be changed in a Contract which is owned by a non-individual.

  • Surviving Spouse The term "Surviving Spouse" shall mean the person, if any, who shall be legally married to the Executive on the date of the Executive's death.

  • How do the RMD Rules Impact my Designated Beneficiary or Beneficiaries The RMD rules provide for the determination of your designated beneficiary or beneficiaries as of September 30 of the year following your death. Consequently, any beneficiary may be eliminated for purposes of calculating the RMD by the distribution of that beneficiary’s benefit, through a valid disclaimer between your death and the end of September following the year of your death, or by dividing your IRA account into separate accounts for each of several designated beneficiaries you may have designated.

  • Spouse The spouse of an eligible employee (if legally married under Minnesota law). For the purposes of health insurance coverage, if that spouse works full-time for an organization employing more than one hundred (100) people and elects to receive either credits or cash (1) in place of health insurance or health coverage or (2) in addition to a health plan with a seven hundred and fifty dollar ($750) or greater deductible through his/her employing organization, he/she is not eligible to be a covered dependent for the purposes of this Article. If both spouses work for the State or another organization participating in the State's Group Insurance Program, neither spouse may be covered as a dependent by the other, unless one spouse is not eligible for a full Employer Contribution as defined in Section 3A. Effective January 1, 2015 if both spouses work for the State or another organization participating in the State’s Group Insurance Program, a spouse may be covered as a dependent by the other.

  • Pre-Retirement Death Benefit 4.1 (a) Normal form of payment. If (i) the Director dies while employed by the Bank, and (ii) the Director has not made a Timely Election to receive a lump sum benefit, this Subsection 4.1(a) shall be controlling with respect to pre-retirement death benefits. The balance of the Director=s Retirement Income Trust Fund, measured as of the later of (i) the Director=s death, or (ii) the date any final lump sum Contribution is made pursuant to Subsection 2.1(b), shall be annuitized (using the Interest Factor) into monthly installments and shall be payable for the Payout Period. Such benefits shall commence within thirty (30) days of the date the Administrator receives notice of the Director=s death. Should Retirement Income Trust Fund assets actually earn a rate of return, following the date such balance is annuitized, which is less than the rate of return used to annuitize the Retirement Income Trust Fund, no additional contributions to the Retirement Income Trust Fund shall be required by the Bank in order to fund the final benefit payment(s) and make up for any shortage attributable to the less-than-expected rate of return. Should Retirement Income Trust Fund assets actually earn a rate of return, following the date such balance is annuitized, which is greater than the rate of return used to annuitize the Retirement Income Trust Fund, the final benefit payment to the Director=s Beneficiary shall distribute the excess amounts attributable to the greater-than-expected rate of return. The Director=s Beneficiary may request to receive the unpaid balance of the Director=s Retirement Income Trust Fund in a lump sum payment. If a lump sum payment is requested by the Beneficiary, payment of the balance of the Retirement Income Trust Fund in such lump sum form shall be made only if the Director=s Beneficiary notifies both the Administrator and trustee in writing of such election within ninety (90) days of the Director=s death. Such lump sum payment shall be made within thirty (30) days of such notice. The Director=s Accrued Benefit Account (if applicable), measured as of the later of (i) the Director's death or (ii) the date any final lump sum Phantom Contribution is recorded in the Accrued Benefit Account pursuant to Subsection 2.1(c), shall be annuitized (using the Interest Factor) into monthly installments and shall be payable to the Director's Beneficiary for the Payout Period. Such benefit payments shall commence within thirty (30) days of the date the Administrator receives notice of the Director=s death, or if later, within thirty (30) days after any final lump sum Phantom Contribution is recorded in the Accrued Benefit Account in accordance with Subsection 2.1(c).

  • Oregon Public Service Retirement Plan Pension Program Members For purposes of this Section 2, “employee” means an employee who is employed by the State on or after August 29, 2003 and who is not eligible to receive benefits under ORS Chapter 238 for service with the State pursuant to Section 2 of Chapter 733, Oregon Laws 2003.

  • Death Benefit Should Employee die during the term of employment, the Company shall pay to Employee's estate any compensation due through the end of the month in which death occurred.

  • Starting Date Unless a specific (fixed) starting date is duly justified and agreed upon during the preparation of the Grant Agreement, the project will start on the first day of the month following the entry info force of the Grant Agreement (NB : entry into force = signature by the Commission). Please note that if a fixed starting date is used, you will be required to provide a detailed justification on a separate note.

  • Survivor Benefit Upon the death of a regular employee who leaves a spouse and/or dependants enrolled in the Medical Services Plan, Dental Plan and Extended Health Benefit Plan, such enrolment may continue for twelve (12) months following the employee’s death, provided the enrolled family members pay the employee’s share of the cost of the premium for the plans. The Employer shall advise the survivor of this benefit.

  • CONTINGENT ANNUITANT The person designated by the Owner who, upon the Annuitant's death prior to the Annuity Commencement Date, becomes the Annuitant.

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