TRUST AS OWNER definition

TRUST AS OWNER. In Nonqualified situations, if the owner is a trust, I/we hereby certify that the trust is solely for the benefit of a natural person and not a Deferred Compensation Plan. I/WE UNDERSTAND THE CONTRACT WILL TAKE EFFECT WHEN THE FIRST PURCHASE PAYMENT IS RECEIVED AND THE APPLICATION IS APPROVED IN THE HOME OFFICE OF THE COMPANY. I UNDERSTAND THAT ANNUITY PAYMENTS AND TERMINATION VALUES PROVIDED BY THIS CONTRACT ARE VARIABLE AND ARE NOT GUARANTEED AS TO A FIXED DOLLAR AMOUNT. NO REPRESENTATIVE IS AUTHORIZED TO MAKE CHANGES TO THE CONTRACT OR APPLICATION. I ACKNOWLEDGE RECEIPT OF A CURRENT PROSPECTUS. ------------------------------------------------------------------------------------------------------------------------------------ OWNER'S SIGNATURE CITY, STATE WHERE SIGNED (REQUIRED) DATE ------------------------------------------------------------------------------------------------------------------------------------ JOINT OWNER'S SIGNATURE DATE ------------------------------------------------------------------------------------------------------------------------------------ REPRESENTATIVE USE ONLY ------------------------------------------------------------------------------------------------------------------------------------ I acknowledge that all data representations and signatures were recorded by me or in my presence in response to my inquiry and request and that all such representations and signatures are accurate and valid to the best of my knowledge and belief. WILL THE CONTRACT APPLIED FOR REPLACE ANY EXISTING ANNUITY OR LIFE INSURANCE POLICY? |_| YES |_| NO ==================================================================================================================================== REPRESENTATIVE'S NAME (PLEASE PRINT) DATE ------------------------------------------------------------------------------------------------------------------------------------ REPRESENTATIVE'S SIGNATURE SS# ------------------------------------------------------------------------------------------------------------------------------------ PHONE # FAX # LICENSE # (FLORIDA ONLY) ------------------------------------------------------------------------------------------------------------------------------------ BROKER/DEALER SELECT ONE: |_| A |_| B |_| C ====================================================================================================================================
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TRUST AS OWNER. In Nonqualified situations, if the owner is a trust, I/we hereby certify that the trust is solely for the benefit of a natural person and not a Deferred Compensation Plan. For Nonqualified contracts, if the owner dies and is survived by the Annuitant before payments begin under a Settlement Option, any surviving Joint or Succeeding Owner assumes full ownership of the contract and not the beneficiary named by Written Request. I/WE UNDERSTAND THE CONTRACT WILL TAKE EFFECT WHEN THE FIRST PURCHASE PAYMENT IS RECEIVED AND THE APPLICATION IS APPROVED IN THE HOME OFFICE OF THE COMPANY. I UNDERSTAND THAT ANNUITY PAYMENTS AND TERMINATION VALUES PROVIDED BY THIS CONTRACT ARE VARIABLE AND ARE NOT GUARANTEED AS TO A FIXED DOLLAR AMOUNT. NO REPRESENTATIVE IS AUTHORIZED TO MAKE CHANGES TO THE CONTRACT OR APPLICATION. I ACKNOWLEDGE RECEIPT OF A CURRENT PROSPECTUS. -------------------------------------------------------------------------------- Order # L-19068 L-19066APP 3 of 4; Rev. 3/03 ------------------------------------------------------------------------------------------------------------------------------------ OWNER SIGNATURES ------------------------------------------------------------------------------------------------------------------------------------ OWNER'S SIGNATURE XXXX XXX CITY, STATE WHERE SIGNED (REQUIRED) DATE 2-1-2003 ---------- Anytown, State ------------------------------------------------------------------------------------------------------------------------------------ JOINT OWNER'S SIGNATURE DATE ------------------------------------------------------------------------------------------------------------------------------------ [REPRESENTATIVE] USE ONLY ------------------------------------------------------------------------------------------------------------------------------------ I acknowledge that all data representations and signatures were recorded by me or in my presence in response to my inquiry and request and that all such representations and signatures are accurate and valid to the best of my knowledge and belief. WILL THE CONTRACT APPLIED FOR REPLACE ANY EXISTING ANNUITY OR LIFE INSURANCE POLICY? |_| YES |X| NO ------------------------------------------------------------------------------------------------------------------------------------ [REPRESENTATIVE'S ]NAME (PLEASE PRINT) XXXXX XXX DATE 2-1-2003 ---------------------------------------------------------------------------------------------------------------------------------...
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TRUST AS OWNER. In Nonqualified situations, if the owner is a trust, I/we hereby certify that the trust is solely for the benefit of a natural person and not a Deferred Compensation Plan. I/WE UNDERSTAND THE CONTRACT WILL TAKE EFFECT WHEN THE FIRST PURCHASE PAYMENT IS RECEIVED AND THE APPLICATION IS APPROVED IN THE HOME OFFICE OF THE COMPANY. I UNDERSTAND THAT ANNUITY PAYMENTS AND TERMINATION VALUES PROVIDED BY THIS CONTRACT ARE VARIABLE AND ARE NOT GUARANTEED AS TO A FIXED DOLLAR AMOUNT. NO REPRESENTATIVE IS AUTHORIZED TO MAKE CHANGES TO THE CONTRACT OR APPLICATION. I ACKNOWLEDGE RECEIPT OF A CURRENT PROSPECTUS. ------------------------------------------------------------------------------------------------------------------------------------ OWNER'S SIGNATURE CITY, STATE WHERE SIGNED (REQUIRED) DATE ------------------------------------------------------------------------------------------------------------------------------------ JOINT OWNER'S SIGNATURE DATE ==================================================================================================================================== REPRESENTATIVE USE ONLY -------------------------------------------------------------------------------- I acknowledge that all data representations and signatures were recorded by me or in my presence in response to my inquiry and request and that all such representations and signatures are accurate and valid to the best of my knowledge and belief. WILL THE CONTRACT APPLIED FOR REPLACE ANY EXISTING ANNUITY OR LIFE INSURANCE POLICY? [ ] YES [ ] NO ------------------------------------------------------------------------------------------------------------------------------------ REPRESENTATIVE'S NAME (PLEASE PRINT) DATE ------------------------------------------------------------------------------------------------------------------------------------ REPRESENTATIVE'S BUSINESS ADDRESS CITY, STATE, ZIP ------------------------------------------------------------------------------------------------------------------------------------ REPRESENTATIVE'S SIGNATURE SOCIAL SECURITY NUMBER ------------------------------------------------------------------------------------------------------------------------------------ PHONE NUMBER FAX NUMBER LICENSE NUMBER (FLORIDA ONLY) ------------------------------------------------------------------------------------------------------------------------------------ BROKER/DEALER COMMISSION: [ ] A ==============================================================...
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Examples of TRUST AS OWNER in a sentence

  • BLVD E LAND TRUST, AS OWNER, FOR CONSIDERATION OF $448.65; AUTHORIZING THE MAYOR TO EXECUTE SAID RELEASE OF LIEN; DIRECTING THE CITY CLERK TO RECORD SAID RELEASE OF LIEN; PROVIDING FOR SEVERABILITY, CONFLICTS, AND AN EFFECTIVE DATE.

  • WILLIAMS; et al.,Defendants.NOTICE IS HEREBY GIVEN pursu-ant to a Final Judgment of Foreclosure dated April 3, 2017, entered in Civil Case No. 2013-CA-010668 of the Cir- cuit Court of the 13th Judicial Circuit in and for Hillsborough County, Flor- ida, wherein WILMINGTON SAV- INGS FUND SOCIETY, FSB D/B/A CHRISTIANA TRUST AS OWNER TRUSTEE OF THE RESIDENTIAL CREDIT OPPORTUNITIES TRUSTIII, is Judgment Assignee and TIM- OTHY M.

  • Brown (1918- 1987) PIT-FALLS IN DESIGNATING REVOCABLE TRUST AS OWNER OF AN AFTER TAX ANNUITY by Randy Spiro Some Annuities are purchased with funds that have already been subjected to income tax.

  • Case No. 2D18-2347)WILMINGTON SAVINGS FUND ) SOCIETY FSB, d/b/a CHRISTIANA ) TRUST AS OWNER TRUSTEE OF ) THE RESIDENTIAL CREDIT )OPPORTUNITIES TRUST III; JP )MORGAN CHASE BANK, NA, AS )SUCCESSOR BY MERGER WITH ) BANC ONE FINANCIAL SERVICES, ) INC.; BRYNWOOD HOMEOWNERS ) ASSOCIATION, INC; CHELSEA A.

  • SPECIAL NOTICE REGARDING THE USE OF A LIVING TRUST AS OWNER OR BENEFICIARY OF THIS ANNUITY.

  • STATEMENT REGARDING TRUST AS OWNER I/We affirm that the Trust Agreement created by the Grantor(s) as shown on page one (and the trust date as shown on page one) agrees with the following: 1.


More Definitions of TRUST AS OWNER

TRUST AS OWNER. In Nonqualified situations, if the owner is a trust, I/we hereby certify that the trust is solely for the benefit of a natural person and not a Deferred Compensation Plan.
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Related to TRUST AS OWNER

  • the Trust Fund means the Bond(s) referred to in the First Schedule to the Declaration of Trust and the property from time to time representing the same (and also includes any other property which may become Trust Property as a result of any loan to the Trustees or any addition by way of gift or any accumulation of income).

  • Plan Trust means the trust governed by the Plan.

  • First trust means a trust over which an authorized fiduciary may exercise the decanting power.

  • IRA Owner – Means the individual whose name appears on the Adoption Agreement, who is establishing the IRA.

  • Eligible Trust means - (i) a trust created by or in pursuance of the provisions of any law which is for the time being in force in any State, or (ii) a trust, the properties of which are vested in a treasurer under the Charitable Endowments Act 1890 (Act 6 of 1890), or (iii) a religious or charitable trust which is administered or controlled or supervised by or under the provisions of any law, which is for the time being in force relating to religious or charitable trusts or, (iv) any other trust, being an irrevocable trust, which has been created for the purpose of or in connection with the endowment of any property or properties for the benefit or use of the public or any section thereof, or (v) a trust created by a will which is valid and has become effective, or (vi) any other trust, being an irrevocable trust, which has been created by an instrument in writing and includes `depository' within the meaning of Clause(e) of Sub-section (1) of Section 2 of The Depository Act, 1996;

  • Master Trust Agreement means the Second Amended and Restated Trust Agreement, dated as of May 8, 2019, between Verizon ABS II LLC, as depositor, and the Master Trust Owner Trustee, as amended, restated, supplemented or modified from time to time.

  • the Trust means the Trust hereby established and which shall be called the Law Society Public Purposes Trust Fund;

  • Blind Trust means an independently managed trust in which the employee-beneficiary has no management rights and in which the employee-beneficiary is not given notice of alterations in or other dispositions of the property subject to the trust.

  • Trust Assets means, with respect to the Appointments and to the extent held, deposited or invested by any Seller for the benefit of others (whether or not constituting all or a portion of the corpus of any trust) as collateral, trust assets or otherwise by the applicable Corporate Trust Contracts or any other applicable legal obligation, (a) all cash on hand or held in bank accounts (including the Deposits) or in money market funds, and (b) all shares, stock, bonds, debentures, notes, mortgages, guarantees, letters of credit, certificates of indebtedness, warrants, treasuries or other securities or financial instruments or property of any type or description.

  • Grantor Trust means a Trust other than a RIC.

  • Vehicle Trust Agreement has the meaning set forth in the Recitals.

  • the Macfarlane Trust means the charitable trust, established partly out of funds provided by the Secretary of State to the Haemophilia Society, for the relief of poverty or distress among those suffering from haemophilia;

  • Trust Funds means, in the aggregate, all of the Funds and Accounts.

  • Grantor Trust Provisions Subpart E of part I of subchapter J of the Code and Treasury Regulations Section 301.7701-4(c).

  • Titling Trust Agreement means the Amended and Restated Trust Agreement, dated as of April 30, 2012, by and between GE Capital Title Holding Corp., a Delaware corporation, as settlor and initial beneficiary and Wilmington Trust Company, a Delaware trust company, as UTI trustee, Administrative trustee and Delaware trustee.

  • Master Trust Trustee means the entity acting as trustee under the applicable Pooling and Servicing Agreement.

  • the Eileen Trust means the charitable trust of that name established on 29th March 1993 out of funds provided by the Secretary of State for the benefit of persons eligible for payment in accordance with its provisions;

  • Successor Trust means Continental Airlines Pass Through Trust 1997-4B-S.

  • Original Trust Agreement has the meaning specified in the recitals to this Trust Agreement.

  • PFPC Trust means PFPC Trust Company or a subsidiary or affiliate of PFPC Trust Company.

  • Underlying Trust Means the "Trust Fund" as defined in the Underlying Agreement.

  • the Trusts means the Macfarlane Trust, the Macfarlane (Special Payments) Trust and the Macfarlane (Special Payments) (No. 2) Trust;

  • Basic Pass Through Trust Agreement means that certain Pass Through Trust Agreement, dated as of September 16, 2014, between the Company and WTC, as the same may be amended, supplemented or otherwise modified from time to time in accordance with its terms (but does not include any Trust Supplement).

  • Master Program Trust Agreement means that certain Master Program Trust Agreement, dated as of November 1, 1995, by and among the Trust, the State, United States Trust Company of New York, as Master Program Trustee thereunder, The Bank of New York (NJ), in several capacities thereunder, and First Fidelity Bank, N.A. (predecessor to Wachovia Bank, National Association), in several capacities thereunder, as supplemented by that certain Agreement of Resignation of Outgoing Master Program Trustee, Appointment of Successor Master Program Trustee and Acceptance Agreement, dated as of November 1, 2001, by and among United States Trust Company of New York, as Outgoing Master Program Trustee, State Street Bank and Trust Company, N.A. (predecessor to U.S. Bank Trust National Association), as Successor Master Program Trustee, and the Trust, as the same may be amended and supplemented from time to time in accordance with its terms.

  • Trust Fund The trust fund established by the Trust Agreement, the assets of which consist of the Mortgage Loans and any other assets as set forth therein. Trustee: U.S. Bank National Association, or any successor in interest, or if any successor trustee or co-trustee shall be appointed as provided in the Trust Agreement, then such successor trustee or such co-trustee, as the case may be.

  • IRA means Individual Retirement Account;