Statement of Disclosure Sample Clauses

Statement of Disclosure. Contractor must provide a statement of disclosure which will allow the County to evaluate possible conflicts of interest.
Sample 1Sample 2
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Statement of Disclosure. Suncoast Trust & Investment Services is a marketing name used when offering and selling securities products through CUNA Brokerage Services, Inc., trust services and retirement plans through MEMBERS Trust Company, FSB or insurance products through various insurance companies. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MEMBERS Trust Company is under separate contract with the Credit Union to make tax‐sheltered retirement plans available to members. Participant Signature: Date: Authorized Signature of Custodian: Date: Authorized Investment Representative: Date: Rep No: Return forms to: MEMBERS Trust Company c/o Suncoast Trust & Investment Services 000 X. Xxxxxxxx Avenue, Tampa, FL 33612 | Phone: (866) 300‐9382 MEMBERS TRUST COMPANY 403(b) MAXIMUM ALLOWABLE CONTRIBUTION WORKSHEET Please note: This form is required by your employer and/or plan administrator in order for us to process your salary reduction agreement change request (increase, decrease, or suspend). This Worksheet will be used to perform a calculation on your maximum allowable 403(b) plan contribution. For more information on your allowable contribution, please review IRS Publication 571 at xxx.xxx.xxx or your employer’s plan administrator website at xxx.xxxxx.xxx/xxxxxxxxxxxx/xxxxxxxxxxxx_xxxxxxxxxx.xxx.
Sample 1
Statement of Disclosure. Suncoast Trust & Investment Services is a marketing name used when offering and selling securities products through CUNA Brokerage Services, Inc., trust services and retirement plans through MEMBERS Trust Company, FSB or insurance products through various insurance companies. These representatives may also be employees of Suncoast Schools Federal Credit Union (Credit Union) who accept deposits on behalf of the Credit Union. MEMBERS Trust Company is under separate contract with the Credit Union to make tax‐sheltered retirement plans available to members. Participant Signature: Date: Authorized Signature of Custodian: Date: Authorized Investment Representative: Date: Rep No: Return forms to: MEMBERS Trust Company c/o Suncoast Trust & Investment Services 000 X. Xxxxxxxx Avenue, Tampa, FL 33612 | Phone: (866) 300‐9382 TSA Company Code D06 TSA Company Name MEMBERS Trust Company c/o Suncoast Schools Federal Credit Union School District of Hillsborough County, Florida Salary Reduction Agreement for 403(b) Annuity Contract or 403(b)(7) Custodial Account Employee’s Name Employee I.D. Number Work Location Name & Code Payroll Code Date of Continuous Employment: Annual Salary: $ Original Agreement With respect to services rendered by the Employee hereafter, the Employer and the Employee hereby agree the Employee’s compensation for such services shall be reduced by: Equal amounts of $ or % per pay period beginning the , 20 _ pay period. The amount elected above shall result in a total ANNUAL REDUCTION not to exceed the maximum allowable contribution calculation as stated below. The Employer agrees that it will remit the amount of such reduction for the 403(b) Tax Sheltered Annuity or 403(b)(7) custodial account offered by the Company listed above.
Sample 1

Related to Statement of Disclosure

  • Notification of disclosure Each of the Finance Parties agrees (to the extent permitted by law and regulation) to inform the Borrower:

  • Documentation of Disclosures Business Associate agrees to document disclosures of PHI and information related to such disclosures as would be required for a Covered Entity to respond to a request by an individual for an accounting of disclosures of PHI in accordance with 45 C.F.R. 164.528 and HITECH.

  • Duty of Disclosure The Manager has an affirmative duty to disclose material facts to the Members. Information is considered material if there is a substantial likelihood that a reasonable Investor would consider it important in making an investment decision. The Manager must not make any untrue statements to the Members and must not omit disclosing any material facts to the Members. The Manager has a further duty to disclose conflicts of interest that may exist between the interests of the Manager and its Affiliates and the interests of the Company or any of the individual Members.

  • Notice of Disclosure DFMC must advise you in writing of its intention to disclose details of this Contract before actual disclosure.

  • Accuracy of Disclosure The Company represents and warrants to each Holder and agrees for the benefit of each Holder that (i) the Preference Registration Statements and any amendment thereto will not contain any untrue statement of a material fact or omit to state a material fact required to be stated therein or necessary to make the statements contained therein not misleading; and (ii) each of the Prospectuses furnished to such Holder for delivery in connection with the exercise of Preference Warrants or in connection with the sale of Preference Warrant Shares, as the case may be, and the documents incorporated by reference therein will not contain any untrue statement of a material fact or omit to state a material fact required to be stated therein or necessary to make the statements contained therein, in light of the circumstances under which they were made, not misleading; provided, however, that the Company shall have no liability under clause (i) or (ii) of this Section 2.1(c) with respect to any such untrue statement or omission made in a Preference Registration Statement in reliance upon and in conformity with information furnished to the Company by or on behalf of the Holders specifically for inclusion therein.

  • ADV Disclosure The Adviser has provided the Trust with a copy of its Form ADV as most recently filed with the Commission and will, promptly after filing any amendment to its Form ADV with the Commission, furnish a copy of such amendments to the Trust. The information contained in the Adviser’s Form ADV is accurate and complete in all material respects and does not omit to state any material fact necessary in order to make the statements made, in light of the circumstances under which they were made, not misleading.

  • Accounting of Disclosures Business Associate shall document disclosures of PHI and all information related to such disclosures as would be required for Covered Entity to respond to a request by an Individual for an accounting of disclosures of PHI in accordance with 45 CFR § 164.528. Business Associate shall provide such information to Covered Entity or as directed by Covered Entity to an Individual, to permit Covered Entity to respond to an accounting request. Business Associate shall provide such information in the time and manner reasonably designated by Covered Entity. Within three (3) business days, Business Associate shall forward to Covered Entity for handling any accounting request that Business Associate directly receives from an Individual.

  • Delivery of Disclosure Documents Upon request by a customer that is a Shareholder of the Funds, FSSC will send a copy of the current Prospectus (and, if expressly requested, Statement of Additional Information), annual report or semi-annual report for any Fund (“Disclosure Documents”) to the customer within three (3) business days of such request.

  • NEPOTISM DISCLOSURE A. In this section the term “relative” means:

  • Data Disclosure Under Minnesota Statute § 270C.65, Subdivision 3 and other applicable law, the Contractor consents to disclosure of its social security number, federal employer tax identification number, and/or Minnesota tax identification number, already provided to the State, to federal and state agencies and state personnel involved in the payment of state obligations. These identification numbers may be used in the enforcement of federal and state laws which could result in action requiring the Contractor to file state tax returns, pay delinquent state tax liabilities, if any, or pay other state liabilities.

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