Primary Purpose Select only one 1 Sample Clauses

Primary Purpose Select only one 1. Wealth Preservation □ 2. Provide Income □ 3. Wealth Accumulation □ 4. Wealth Accumulation & Provide Income □ Primary Risk Profile Select only one 1. Conservative □ 2. Moderately Conservative □ 3. Moderate □ 4. Moderately Aggressive □ 5.
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Primary Purpose Select only one 1. Wealth Preservation □ 2. Provide Income □ 3. Wealth Accumulation □ 4. Wealth Accumulation & Provide Income □ Primary Risk Profile Select only one 1. Conservative □ 2. Moderately Conservative □ 3. Moderate □ 4. Moderately Aggressive □ 5. Aggressive □ Time Horizon Select only one □ < 5 Years □ 5-10 Years □ 10-20 Years □ > 20 Years Annual Combined Income Select only one □ $50,000 and Under □ $50,001 - $100,000 □ $100,001 - $200,000 □ $200,001 - $500,000 □ $500,001 - $1,000,000 □ $1,000,001 - $5,000,000 □ $5,000,001 - $10,000,000 □ $10,000,001 - $25,000,000 □ Over $25,000,000 Combined Net Worth Select only one □ $50,000 and Under □ $50,001 - $100,000 □ $100,001 - $200,000 □ $200,001 - $500,000 □ $500,001 - $1,000,000 □ $1,000,001 - $5,000,000 □ $5,000,001 - $10,000,000 □ $10,000,001 - $25,000,000 □ Over $25,000,000 Tax Bracket Select only one □ 0% - 24% □ 25% or More Marital Status Select only one □ Single □ Married Provide your experience in the following investments: Circle: N‐None, M‐Moderate or C‐Considerable Experience Equities N M C Bonds N M C Mutual Funds / UIT’s N M C ETF’s N M C Annuities N M C Margin Trading N M C Options/Futures N M C Alternative Investments N M C Employment Disclosures • Client Occupation: Spouse Occupation: (If retired, state the occupation you retired from and indicate you are retired, or indicate retired for more than ten years.) • Client Employer: Spouse Employer: (If retired, state your most recent employer and indicate you are retired, or indicate retired for more than ten years.) Individual Disclosures □ Yes □ No Are you an employee, adviser, or related to a person that has a relationship to any exchange or member firm of FINRA, a bank, trust company or insurance company? If Yes, explain: □ Yes □ No Are you a director, corporate officer, or a 10% shareholder of a publicly traded company? If Yes, explain:
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Related to Primary Purpose Select only one 1

  • BUY AMERICA REQUIREMENT (Applies only to Federally Funded Highway and Transit Projects) With respect to products purchased by Customer for use in federally funded highway projects, Contractor shall comply with all federal procurement laws and regulations with respect to such projects, including the Buy American provisions set forth in 23 U.S.C. Section 313, 23 C.F.R. Section 635.410, as amended, and the Steel and Iron Preference provisions of Texas Transportation Code Section 223.045, to the extent applicable. Contractor agrees to provide all certifications required by Customer regarding such programs. With respect to products purchased by Customer for use in federally funded transit projects, Contractor shall comply with all federal procurement laws and regulations with respect to such projects, including the Buy American provisions set forth in 49 U.S.C. Section 5323(j)(1), 49 C.F.R. Sections 661.6 or 661.12, to the extent applicable. Contractor agrees to provide all certifications required by Customer regarding such programs.

  • Please see the current Washtenaw Community College catalog for up-to-date program requirements Secondary / Post-Secondary Program Alignment Welding HIGH SCHOOL COURSE SEQUENCE 9th Grade 10th Grade 11th Grade 12th Grade English 9 Algebra I World History/Geography Biology World Language Phys Ed/Health English 10 Geometry U.S. History/Geography Physics or Chemistry World Language Visual/Performing/Applied Arts English 11 Algebra II Civics/Economics Welding English 12 Math Credit Science Credit Welding WASHTENAW COMMUNITY COLLEGE Welding Associate in Applied Science Semester 1 Math Elective(s)* 3 WAF 105 Introduction to Welding Processes 2 WAF 111 Oxy-fuel Welding 4 WAF 112 Shielded Metal Arc Welding 4 Semester Total 13 Semester 2 Speech Elective(s) 3 WAF 106 Blueprint Reading for Welders 3 WAF 123 Advanced Oxy-fuel Welding 4 WAF 124 Advanced Shielded Metal Arc Welding 4 Semester Total 14 Semester 3 Arts/Human. Elective(s) 3 Computer Lit. Elective(s) 3 WAF 215 Advanced Gas Tungsten Arc Welding 4 WAF 288 Gas Metal Arc Welding 4 Semester Total 14 Semester 4 WAF 200 Layout Theory Welding 3 WAF 210 Welding Metallurgy 3 Soc. Sci. Elective(s) 3 WAF 226 Specialized Welding Procedures 4 Semester Total 13 Semester 5 Nat. Sci. Elective(s) 4 WAF 227 Basic Fabrication 3 WAF 229 Shape Cutting Operations 3 Writing Elective(s) 3 Semester Total 13 Program Totals 67

  • Coverage Under Only One Plan For purposes of (a) and (b) above, if the employee’s adult child (age 18 to 26) works for the State or another organization participating in the State’s Group Insurance Program, the child may not be covered as a dependent by the employee unless the child is not eligible for a full Employer Contribution as defined in Section 3A. Effective January 1, 2015 for purposes of (a) and (b) above, if the employee’s adult child (age 18 to 26) works for the State or another organization participating in the State’s Group Insurance Program, the child may be covered as a dependent by the employee.

  • Panel Selection 1. The Parties shall apply the following procedures in selecting a Panel: (a) the Panel shall comprise 3 members; (b) within 15 days following the date of the establishment of the Panel, each Party shall nominate a Panelist; (c) the Parties shall endeavor

  • Coverage for Members Who Are Hospitalized on Their Effective Date If you are in the hospital on your effective date of coverage, healthcare services related to such hospitalization are covered as long as: (a) you notify us of your hospitalization within forty-eight (48) hours of the effective date, or as soon as is reasonably possible; and (b) covered healthcare services are received in accordance with the terms, conditions, exclusions and limitations of this agreement. As always, benefits paid in such situations are subject to the Coordination of Benefits provisions.

  • Sponsored, Closely Held Investment Vehicle An Estonian Financial Institution satisfying the following requirements:

  • Shift Selection In multiple shift operations, employees within each classification shall have a right to select their work shift on the basis of their seniority within a bureau or division thereof and competing only with employees covered under this agreement on the following basis:

  • Financial Institution with Only Low-Value Accounts An Estonian Financial Institution satisfying the following requirements:

  • Emergency Action on Imports of Particular Products Where any product is being imported in such increased quantities and under such conditions as to cause, or threaten to cause:

  • How Are Contributions to a Xxxx XXX Reported for Federal Tax Purposes You must file Form 5329 with the IRS to report and remit any penalties or excise taxes. In addition, certain contribution and distribution information must be reported to the IRS on Form 8606 (as an attachment to your federal income tax return.)

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