Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 240 contracts
Samples: Dealer Agreement (MoA Funds Corp), Service Fee Agreement (Advisor Managed Portfolios), Dealer Agreement (MFS Series Trust Iii)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 42 contracts
Samples: Sales Agreement (Virtus Institutional Trust), Sales Agreement (Virtus Institutional Trust), Rule 22c 2 Agreement (Phoenix Life Variable Universal Life Account)
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 39 contracts
Samples: Selling Agreement (Franklin Managed Trust), Selling Agreement (Franklin Global Trust), Selling Agreement (Templeton Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed, including how long such restriction(s) are to remain in place. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 17 contracts
Samples: Fund Participation Agreement (Separate Account a of Union Security Life Ins Co of New York), Participation Agreement (Talcott Resolution Life & Annuity Insur Co Separate Account Three), Fund Participation Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account One)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 17 contracts
Samples: American Funds Rule (Principal Life Insurance Co Variable Life Sep Account), American Funds Rule (Pruco Life Variable Universal Account), Fund Participation and Service Agreement (Mutual of America Separate Account No 3)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 17 contracts
Samples: Shareholder Information Agreement (Farm Bureau Life Variable Account), Shareholder Information Agreement (Farm Bureau Life Annuity Account), Shareholder Information Agreement (Farm Bureau Life Annuity Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 9 contracts
Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Shareholder Information Agreement (Pruco Life Variable Universal Account), Shareholder Information Agreement (Pruco Life Variable Universal Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 6 contracts
Samples: Information Sharing Agreement (ALAC Separate Account 1), Information Sharing Agreement (Tiaa-Cref Life Separate Account Vli-1), Information Sharing Agreement (Protective Variable Annuity Separate Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 4 contracts
Samples: Participation Agreement (Genworth Life & Annuity VL Separate Account 1), Participation Agreement (Genworth Life & Annuity VA Separate Account 1), Participation Agreement (Genworth Life of New York VA Separate Account 1)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed agreed-upon information to which the instruction relates.
Appears in 3 contracts
Samples: Shareholder Services Agreement (Wells Fargo Funds Trust), Fargo Variable Trust (Wells Fargo Variable Trust), Administrative and Shareholder Services Agreement (Aul American Unit Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders. account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Sentinel Financial (Sentinel Group Funds Inc), Sentinel Financial (Sentinel Group Funds Inc), Sentinel Financial Services Company Dealer Agreement (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sWrap Program Participant(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Agreement (Aston Funds), Agreement (Aston Funds), Agreement (Aston Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Samples: Information Sharing Agreement (Phoenix Life Variable Universal Life Account), Information Sharing Agreement (PHL Variable Accumulation Account II), Information Sharing Agreement (Ultra Series Fund)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(sAccount(s) or other agreed upon information to which the instruction relatesrelates agreed upon by the Servicer and the Fund.
Appears in 3 contracts
Samples: 22c 2 Agreement (SBL Variable Annuity Account Xiv), 22c 2 Agreement (SBL Variable Annuity Account Xiv), 22c 2 Agreement (Variable Annuity Account A)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sAccount(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Fund Participation Agreement (PHL Variable Accumulation Account II), Fund Participation Agreement (PHL Variable Accumulation Account II)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(sprohibition(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Shareholder Information Agreement (PHL Variable Accumulation Account), Valley Forge Life Insurance Co Variable Annuity Separate Acc
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(srestrictions(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Participation Agreement (Jefferson National Life Annuity Account G), Participation Agreement (Jefferson National Life Annuity Account G)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Samples: Sentinel Financial (Sentinel Group Funds Inc), Sentinel Financial (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relatesinstructions relate.
Appears in 2 contracts
Samples: Distribution Agreement (First American Strategy Funds Inc), Distribution Agreement (First American Investment Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an and equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Administrative Services Agreement (Aul American Unit Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 9.
Appears in 1 contract
Samples: Information Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Information Sharing Agreement (Phoenix Life Variable Accumulation Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Samples: Information Sharing Agreement (National Variable Life Insurance Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Client-Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Broker Dealer Variable Contract Supervisory and Service Agreement (PHL Variable Insurance Co /Ct/)
Form of Instructions. Instructions submitted pursuant to this Section must include the TIN, . if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Annuity Investors Variable Account C
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or Beneficial Owner(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Tiaa Separate Account Va-3)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Samples: Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sthe Company Fund Account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Participation Agreement (Ml of New York Variable Annuity Separate Account D)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. C-24 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN is not known, the instructions must must, include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Shareholder Information Agreement (American Equity Life Annuity Account)
Form of Instructions. Instructions Instructxxxx must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Instructions from the Company must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Administrative Services Agreement (Nationwide Variable Account Ii)
Form of Instructions. Instructions must Instructionx xxxt include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.,
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. C-11 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) such as other government issued identifier to comply with Rule 22c-2(c)(5)(i), or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: 22c 2 Agreement (Thrivent Variable Annuity Account I)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. Oxx Xxxxxxxxx Xxxxx, Xxxxxxxx, XX 00000 | 800.248.7971 | Vxxxxx.xxx
Appears in 1 contract
Samples: Virtus Alternative Solutions Trust
