Beneficiary Agreement Sample Contracts

Council for Life Beneficiary Agreement 2021 Grant Year
Beneficiary Agreement • June 25th, 2018

This Beneficiary Agreement (this “Agreement”) is made by and between Council for Life (”CFL”) and the undersigned agency (the “Agency”) in connection with the Agency’s Beneficiary Application for funding from CFL in 2021 (the “Application”). The Agency and CFL acknowledge that any grant received from CFL is contingent upon the Agency abiding by the terms of this Agreement. If the Agency is selected as a Beneficiary of CFL, CFL will return this Agreement signed by an authorized representative of CFL, and in consideration of the grant awarded by CFL, as well as the promises and agreements made herein, the Agency agrees as follows:

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Beneficiary Agreement
Beneficiary Agreement • August 31st, 2018

NB: this is a form of a Beneficiary Agreement intended for use with the Risk Sharing Mechanism for Resource Validation Programme. The RSM reserves the option to amend or adjust the form of the Beneficiary Agreement. This might occur where a project to be supported is considered by the RSM to have a risk profile that warrants additional terms

Transfer on Death Beneficiary Agreement
Beneficiary Agreement • November 14th, 2018

This Transfer on Death ("TOD") Beneficiary Agreement (this "Agreement") covers the assets in your account at the time of death. This Agreement covers only those investments designated by the investor (“Investor”) for TOD. The shares will be transferred to the beneficiaries designated on the attached Designation of Transfer on Death Beneficiary Form (“TOD Form”). This Agreement does not replace any of the terms and conditions of your Subscription Agreement. Only individuals or Joint Tenants with Rights of Survivorship are eligible for TOD. Therefore, a TOD designation is not permitted for registrations that are held as community property, a qualified plan, trust, corporation, etc. You may designate one, or more than one, beneficiary. If you designate more than one beneficiary and you do not indicate the percentage of shares to each, then your share will be divided equally among the beneficiaries. Minors may be beneficiaries of a TOD registration provided you name a custodian, guardian o

Beneficiary Agreement Request
Beneficiary Agreement • April 4th, 2022

Request is hereby made, subject to the rights of present collateral assignees of record, if any, to change the Beneficiary as follows. The right is reserved to change the beneficiary. The General Provisions on page 2 are part of this Agreement.

Contract
Beneficiary Agreement • May 3rd, 2024

Agreement Number 24SDRASC01WLT Maximum Contract Award $41,000.00 Beneficiary Contact Person Stephanie Rowe, stephanie.rowe@wiltonct.org ADS Contact Person Claire Cote, Claire.cote@ct.gov, (860) 424-4868

Contract
Beneficiary Agreement • April 19th, 2016 • Wisconsin

Please complete this form to establish a Transfer on Death (TOD) Beneficiary on your account. If you have questions about this form, call 1-800-595-3088, or consult your legal adviser. A TOD direction transfers ownership of your shares to your beneficiary effective on your death. Acceptance and execution of TOD directions is a matter of contract between you and Queens Road Funds and is subject to the Rules for Registration of shares in Beneficiary Form adopted by Queens Road Funds (the “Rules”), which Rules are incorporated by reference in this Agreement. This Agreement shall be governed by those Rules and construed in accordance with the laws of the state of Wisconsin.

EVERETT FORWARD ROUND 2 BENEFICIARY AGREEMENT
Beneficiary Agreement • January 3rd, 2024

This Amendment to Beneficiary Agreement (“Amendment”) is effective as of the date of the Mayor’s signature below, and is between the City of Everett, a Washington municipal corporation (the “City”), and the Beneficiary identified below (“Beneficiary”). The City and Beneficiary are parties to the Everett Forward Grant Round 2 Beneficiary Agreement described below, as may be previously amended ("Agreement"). In consideration of the covenants, terms and conditions set forth below, and for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the City and Beneficiary agree to amend the Agreement as set forth below:

Beneficiary Agreement
Beneficiary Agreement • July 1st, 2009
Complex beneficiary agreement.
Beneficiary Agreement • March 4th, 2010

THIS AGREEMENT is made and entered into on _________[date]. The parties are all the beneficial interest holders of a certain Land Trust known as _________[name of trustee] Trust No _. The principal of the

BENEFICIARY AGREEMENT
Beneficiary Agreement • October 16th, 2007
Beneficiary Agreement
Beneficiary Agreement • April 11th, 2023

NB: this is a form of a Beneficiary Agreement intended for use with the Risk Sharing Mechanism for Resource Validation Programme. The RSM reserves the option to amend or adjust the form of the Beneficiary Agreement. This might occur where a project to be supported is considered by the RSM to have a risk profile that warrants additional terms

BENEFICIARY AGREEMENT
Beneficiary Agreement • October 26th, 2016
BENEFICIARY AGREEMENT
Beneficiary Agreement • November 16th, 2022 • Kentucky

THIS BENEFICIARY AGREEMENT (“Agreement”) is made and entered into on this 16th day of November, 2022 (“Effective Date”), by and between the KENTON COUNTY FISCAL COURT, a political subdivision of the Commonwealth of Kentucky, with an address of 1840 Simon Kenton Way, Suite 5200, Covington, Kentucky 41011 (“Kenton County Fiscal Court”) , and the NORTHERN KENTUCKY PORT AUTHORITY, a Special Purpose Government Entity, with offices at 300 Buttermilk Pike, Suite 332, Ft. Mitchell, Kentucky 41017 (“Port Authority”).

EVERETT FORWARD ROUND 2 BENEFICIARY AGREEMENT
Beneficiary Agreement • November 6th, 2023

This Amendment to Beneficiary Agreement (“Amendment”) is effective as of the date of the Mayor’s signature below, and is between the City of Everett, a Washington municipal corporation (the “City”), and the Beneficiary identified below (“Beneficiary”). The City and Beneficiary are parties to the Everett Forward Grant Round 2 Beneficiary Agreement described below, as may be previously amended ("Agreement"). In consideration of the covenants, terms and conditions set forth below, and for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the City and Beneficiary agree to amend the Agreement as set forth below:

Beneficiary Agreement
Beneficiary Agreement • January 9th, 2014

To become a beneficiary of the Encinitas Rotary Wine & Food Festival, we ask for the following commitment from our charity partners:

HCA Agreement Number: BENEFICIARY AGREEMENT G255 Behavioral Health Workforce Stabilization Funding Beneficiary National PI Number:1801003439
Beneficiary Agreement • October 14th, 2022

This Beneficiary Agreement (“Agreement”) is made by and between the Washington State Health Care Authority (“HCA”) and the non-hospital-based community behavioral health treatment agency (“Beneficiary”) identified below. HCA and Beneficiary may be individually referred to as a “party” or collectively referred to as “parties.”

GRANT AGREEMENT FOR AN ACTION WITH ONE BENEFICIARY AGREEMENT NUMBER — [AGRI/2019/0XXX]
Beneficiary Agreement • October 30th, 2018

The European Union (‘the Union’), represented by the European Commission (‘the Commission’), represented for the purposes of signature of the Agreement by Ms. Lene NAESAGER, Sub-delegated Authorising Officer, Head of Unit, Directorate-General for Agriculture and Rural Development, Direction B - Unit B.1, External communication and promotion policy

Open Call Beneficiary Agreement Agreement Number: DEMETER-OC1-2020/__
Beneficiary Agreement • October 12th, 2020

This project has received funding from the European Union’s Horizon 2020 research and innovation programme under grant agreement No. 857202

Beneficiary Agreement
Beneficiary Agreement • July 28th, 2020

Welcome to Green Halloween®! We’re so glad you’re on board as a non-profit beneficiary and are excited to support your organization through exposure and fundraising.

CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS DESTINATION MARKETING ORGANIZATION BENEFICIARY AGREEMENT
Beneficiary Agreement • January 30th, 2023

This agreement is entered into by and between the State of South Dakota, by and through the Department of Tourism ("Tourism” or the "State''), 711 E Wells Ave, Pierre, SD 57501 and , (insert address) a Destination Marketing Organization ("DMO").

ENTERPRISE DEVELOPMENT – BENEFICIARY AGREEMENT BETWEEN Company Name Company Registration Number: Physical Address: Postal Address: The Company AND Company Name Company Registration Number Registration Number/ID Number: Physical Address: Postal...
Beneficiary Agreement • July 28th, 2020

For the purpose of financial, operational and/or developmental sustainability in the beneficiary enterprise, The Company wishes to assist the Beneficiary according to Enterprise Development defined in the Broad Based Black Economic Empowerment Act 2003 and subsequent Codes of Good Practice, 2007.

Transfer on Death Beneficiary Agreement
Beneficiary Agreement • August 30th, 2021

This Transfer on Death ("TOD") Beneficiary Agreement (this "Agreement") covers the assets in your account at the time of death. This Agreement covers only those investments designated by the investor (“Investor”) for TOD. The shares will be transferred to the beneficiaries designated on the attached Designation of Transfer on Death Beneficiary Form (“TOD Form”). Only individuals or Joint Tenants with Rights of Survivorship are eligible for TOD. Therefore, a TOD designation is not permitted for registrations that are held as community property, a qualified plan, trust, corporation, etc. You may designate one, or more than one, beneficiary. If you designate more than one beneficiary and you do not indicate the percentage of shares to each, then your share will be divided equally among the beneficiaries. Minors may be beneficiaries of a TOD registration provided you name a custodian, guardian or trustee. If a custodian, guardian or trustee is not indicated, you are representing that all n

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