Trustee’s Name definition

Trustee’s Name. City: State: Zip Code: Cell Phone: ( ) Alternate Phone ( ) Trustee’s Social Security Number: Trustee’s Date of Birth: Trustee’s Street Address: D: OTHER BENEFICIARY – (all distributions will be paid to the charitable organization, foundation, or other legal entity as registered below) Entity’s name: Entity’s EIN4: 4decedent’s social security number is not valid Authorized Individual’s Name: City: State: Zip Code: Cell Phone: ( 2,3,4 Refer to ) Alternate Phone ( IRS Form SS-4 – Application for Employer Identification Number ) Authorized Individual’s Social Security Number: Authorized Individual’s Date of Birth: Authorized Individual’s Street Address: OWNER ADDRESS‌ Street Address (required): City: State: Zip Code: Cell Phone: ( ) Alternate Phone ( ) Mailing/PO Box Address: City: State: Zip Code: METHOD OF FUNDING‌ I am transferring a decedent’s existing Pacific Funds IRA into a Pacific Funds inherited IRA. I have completed the Pacific Funds IRA INHERITANCE REQUEST FORM and have included it with this application. Please transfer the inherited assets into the same investment funds. (Exchange privileges are available once the transfer is complete.) I am requesting a trustee-to-trustee transfer of assets from an existing inherited IRA held at another institution. I have completed the enclosed Pacific Funds INHERITED IRA TRANSFER OF ASSETS FORM, which contains my investment instructions. I am establishing an inherited IRA to accept a non-spouse beneficiary direct rollover from a 403(b) or qualified plan. Please invest as follows: Fund Name: Percentage % Fund Name: Percentage % Fund Name: Percentage % BENEFICIARY DESIGNATION‌ Note: the share percentage must equal 100% for all Primary or all Contingent Beneficiaries. If neither the Primary nor the Contingent Beneficiary box is checked, the beneficiary will be deemed a Primary Beneficiary. In the event of my death, the balance in the account shall be paid to the Primary Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). If none of the Primary Beneficiaries survive me, the balance in the account shall be paid to the Contingent Beneficiaries who survive me in equal shares (or in the specified shares, if indicated). I understand that, unless I have specified otherwise, if I name multiple Primary Beneficiaries and a beneficiary does not survive me, such interest is terminated, and that percentage will be divided proportionately among the remaining Primary Beneficiaries. Similarly, unl...
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Examples of Trustee’s Name in a sentence

  • Trustee’s Name: Trust Date: ¨ Other: Provide detailed information in the space immediately below.

  • Registration of Equipment Notes in Trustee’s Name 43 Section 7.15.

  • Registration of Equipment Notes in Trustee’s Name 38 Section 7.15.

  • Registration of Equipment Notes in Trustee’s Name 44 Section 7.15.

  • Energy XXI (Bermuda) Limited 1021 Main Suite 2626 Houston, TX 77002 Attention: Vice President of Law Telecopy No. (▇▇▇) ▇▇▇-▇▇▇▇ If to the Trustee: [Trustee’s Name] Attention: Telecopy No. The Company, the Guarantor, the Subsidiary Guarantors or the Trustee by notice to the others may designate additional or different addresses for subsequent notices or communications.

  • Registration of Equipment Notes in Trustee’s Name 27 Section 7.15.

  • Registration of Equipment Notes in Trustee’s Name 45 Section 7.15.

  • Trustee’s Name: _ _Trust Date: o Other: Provide detailed information in the space immediately below.