Common use of Designated Advocate Clause in Contracts

Designated Advocate. 6.a. The Designated Advocate (DA) is responsible for providing information about the Beneficiary and the government benefits received by the Beneficiary to the Trust Advisor. The DA is the only party who may submit a distribution request and supporting documentation. The DA shall also serve as the Beneficiary Surrogate as defined in RC 5801.01(D) for purposes of receiving notices as required by RC 5808.13. The Grantor(s) may change the DA, subject to approval of the Trust Advisor and pursuant to the Trust Advisor’s policies. A DA may be an individual or an organization. Primary Designated Advocate (check either Organization DA or Individual DA): □ Organization DA Name: The name of the contact at the Organization DA is: If an organization is nominated, a contact person must be identified. The organization will continue as DA even if the contact person is no longer with the organization. The organization’s leadership may change the contact person pursuant to the Trust Advisor’s policies. □ Individual DA Name: Title: □ Mr. □ Mrs. □ Ms. □ Miss □ Dr. □ Other: Address: City, State ZIP: County: Email: Phone Number(s): Relationship to the Beneficiary:

Designated Advocate. 6.a. The Designated Advocate (DA) is responsible for providing information about the Beneficiary and the government benefits received by the Beneficiary to the Trust Advisor. The DA is the only party who may submit a distribution request and supporting documentation. The DA shall also serve as the Beneficiary Surrogate as defined in RC 5801.01(D) for purposes of receiving notices as required by RC 5808.13. The Grantor(s) Person Establishing Trust Sub-Account may change the DA, subject to approval of the Trust Advisor and pursuant to the Trust Advisor’s policies. A DA may be an individual or an organization. Primary Designated Advocate (check either Organization DA or Individual DA): □ Organization DA Name: The name of the contact at the Organization DA is: If an organization is nominated, a contact person must be identified. The organization will continue as DA even if the contact person is no longer with the organization. The organization’s leadership may change the contact person pursuant to the Trust Advisor’s policies. □ Individual DA Name: Title: □ Mr. □ Mrs. □ Ms. □ Miss □ Dr. □ Other: Address: City, State ZIP: County: Email: Phone Number(s): Relationship to the Beneficiary: