Common use of Authorization Agreement Clause in Contracts

Authorization Agreement. I understand that I must elect and make any changes to my investment elections by telephone or online notification to Fidelity Investments under such rules and conditions as they may prescribe. In making such modifications, I agree that the elections made shall be modified as though I had done so in writing. And, in consideration of the right to make such modifications, upon making such modifications, I agree to indemnify and hold harmless the County of Ventura from all damages resulting therefrom. I understand that if I have contributed to another employer’s Section 457 plan this year, or if I am currently making contributions to another employer’s Section 457 plan, it is my responsibility to ensure that I do not exceed the Internal Revenue Code annual individual contribution limit. I understand that, if I am enrolled in the Special Catch-Up Program, it is my responsibility to adjust my contributions throughout the program, and at the end of the 3-year period. I hereby agree to the terms of the Ventura County Section 457 Plan. I hereby authorize the County to reduce my salary by the amount specified in Section II and contribute this amount to the Section 457 Plan and authorize Fidelity Investments to invest this amount in the manner directed by phone or online with Fidelity. This authorization will continue until I submit a timely cancellation. IMPORTANT POINTS TO REMEMBER Waiting Period: Pursuant to Internal Revenue Code guidelines, initial enrollments and contribution increases cannot be processed until the first pay day in the month following the month you sign this Participation Agreement. This includes contributions made from vacation/annual leave buydowns and payoffs at separation from service. Contribution limit: You can contribute up to 100% of your available salary, expressed as a dollar amount, up to the Internal Revenue Code’s annual individual contribution limit. Baby Boomer Catch-up: If you are 50 or older, you are eligible to make additional contributions to the Section 457 Plan. You are automatically enrolled in the Baby Boomer Catch-up Program. If you do not want to participate in the Baby Boomer Catch-up Program, you MUST contact the Deferred Compensation Program at 805/654-2620 each year you do not wish to participate. Special Catch-up: If you haven’t contributed the maximum amount each year you were eligible to participate in the deferred compensation plans, you may qualify to make additional contributions (“catch-up”) the three years preceding your Normal Retirement Age. You must elect your Normal Retirement Age to participate in this program. Contact the Deferred Compensation Program at 805/654-2620 for more information or to enroll in the Special Catch-up Program. Note: you cannot participate in both the Baby Boomer Catch-up and Special Catch-up Programs in the same year.

Appears in 3 contracts

Samples: Section 457 Plan Participation Agreement, Section 457 Plan Participation Agreement, vcportal.ventura.org

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Authorization Agreement. I understand hereby authorize St. Xxxxxx Lutheran Church to initiate automatic withdrawals from my account at the financial institution named below. I also authorize St. Xxxxxx Lutheran Church to make deposits to this account in the event that I must elect and make any changes to my investment elections by telephone or online notification to Fidelity Investments under such rules and conditions as they may prescribea debit entry is made in error. In making such modificationsFurther, I agree that not to hold St. Xxxxxx Lutheran Church responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the elections made shall be modified as though I had done so part of my financial institution to withdrawal funds from my account. This agreement will remain in writing. And, in consideration effect until St. Xxxxxx Lutheran Church receives a written notice of the right to make such modifications, upon making such modifications, I agree to indemnify and hold harmless the County of Ventura cancellation from all damages resulting therefrom. I understand that if I have contributed to another employer’s Section 457 plan this yearme, or if I am currently making contributions to another employer’s Section 457 plan, it is my responsibility to ensure that I do not exceed the Internal Revenue Code annual individual contribution limit. I understand that, if I am enrolled in the Special Catch-Up Program, it is my responsibility to adjust my contributions throughout the program, and at the end of the 3-year period. I hereby agree to the terms of the Ventura County Section 457 Plan. I hereby authorize the County to reduce my salary by the amount specified in Section II and contribute this amount to the Section 457 Plan and authorize Fidelity Investments to invest this amount in the manner directed by phone or online with Fidelity. This authorization will continue until I submit a timely cancellationnew Direct Payment form to St. Xxxxxx Lutheran Church. IMPORTANT POINTS TO REMEMBER Waiting PeriodACCOUNT INFORMATION Name of my Financial Institution: Pursuant Routing Number: (attach a deposit ticket or cancelled check) Account Number: This a checking account or savings account DESIGNATION OF FUNDS FUNDS WILL BE WITHDRAWN FROM YOUR ACCOUNT ON THE 5TH DAY OF EACH MONTH. Exception if it falls on a weekend or a holiday. Withdrawal will then be made on the next business day. I would like to Internal Revenue Code guidelines, initial enrollments and contribution increases cannot be processed until contribute to the first pay day GENERAL FUND in the month following amount of $ I would like to contribute to the month BUILDING FUND in the amount of $ I would like to contribute to WRLHS (Xxxx. High) FUND in the amount of $ **For any other contributions I will use my envelopes** NOTIFICATIONS: I will notify the Financial Secretary at St. Xxxxxx Lutheran Church if I plan to terminate or make any other changes to this plan. Signature: Date: Signature: Date: Envelope # Phone number: St. Xxxxxx Lutheran Church Direct Giving (DG) Agreement Form Instructions Complete the Direct Giving (DG) form. Include your Financial Institute account information: Routing number – include a deposit ticket or voided check with the form. Account number – indicate if you sign want withdrawals from your checking or savings account Funds will be directly deposited into the St. Xxxxxx Lutheran Church checking account at Associated Bank in Shawano, WI This form will be kept confidentially in the Church Office. Funds from your designated account will be withdrawn on the 5th day of each month. If the 5th falls on a weekend or holiday, the funds will be withdrawn on the next business day. Designation of funds. Direct Giving (DG) is for the General Fund, the Building Fund or WRLHS (Wolf River Lutheran High School) only. For any other contributions, please use your offering envelopes. Notify the Financial Secretary at St. Xxxxxx Lutheran Church if you plan to terminate this Participation Agreementagreement or make any other changes. For changes, please complete another Direct Giving form and place in an envelope. This includes contributions made should be placed in the Financial Secretary box located near the church office. Provide signatures of all person(s) that are listed on your account and date when signed. Include your envelope number. Include a contact phone number. When the financial secretary receives the statement of deposits from vacation/annual leave buydowns the bank, a direct payment batch will be prepared and payoffs at separation from service. Contribution limit: You can contribute up the funds will be applied to 100% of your available salary, expressed as a dollar amount, up to envelope number with the Internal Revenue Code’s annual individual contribution limit. Baby Boomer Catch-up: If fund(s) you are 50 or older, you are eligible to make additional contributions to the Section 457 Planhave chosen. You are automatically enrolled in the Baby Boomer Catch-up Program. If you do not want will continue to participate in the Baby Boomer Catch-up Program, you MUST contact the Deferred Compensation Program at 805/654-2620 each receive a year you do not wish to participate. Special Catch-up: If you haven’t contributed the maximum amount each year you were eligible to participate in the deferred compensation plans, you may qualify to make additional contributions (“catch-up”) the three years preceding your Normal Retirement Age. You must elect your Normal Retirement Age to participate in this program. Contact the Deferred Compensation Program at 805/654-2620 for more information or to enroll in the Special Catch-up Program. Note: you cannot participate in both the Baby Boomer Catch-up and Special Catch-up Programs in the same yearend statement from St. Xxxxxx Lutheran Church.

Appears in 1 contract

Samples: stjakobi.org

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Authorization Agreement. I understand hereby authorize St. Xxxxxx Lutheran Church to initiate automatic withdrawals from my account at the financial institution named below. I also authorize St. Xxxxxx Lutheran Church to make deposits to this account in the event that I must elect and make any changes to my investment elections by telephone or online notification to Fidelity Investments under such rules and conditions as they may prescribea debit entry is made in error. In making such modificationsFurther, I agree that not to hold St. Xxxxxx Lutheran Church responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the elections made shall be modified as though I had done so part of my financial institution to withdrawal funds from my account. This agreement will remain in writing. And, in consideration effect until St. Xxxxxx Lutheran Church receives a written notice of the right to make such modifications, upon making such modifications, I agree to indemnify and hold harmless the County of Ventura cancellation from all damages resulting therefrom. I understand that if I have contributed to another employer’s Section 457 plan this yearme, or if I am currently making contributions to another employer’s Section 457 plan, it is my responsibility to ensure that I do not exceed the Internal Revenue Code annual individual contribution limit. I understand that, if I am enrolled in the Special Catch-Up Program, it is my responsibility to adjust my contributions throughout the program, and at the end of the 3-year period. I hereby agree to the terms of the Ventura County Section 457 Plan. I hereby authorize the County to reduce my salary by the amount specified in Section II and contribute this amount to the Section 457 Plan and authorize Fidelity Investments to invest this amount in the manner directed by phone or online with Fidelity. This authorization will continue until I submit a timely cancellationnew Direct Payment form to St. Xxxxxx Lutheran Church. IMPORTANT POINTS TO REMEMBER Waiting PeriodACCOUNT INFORMATION Name of my Financial Institution: Pursuant Routing Number: (attach a deposit ticket or cancelled check) Account Number: This a checking account or savings account DESIGNATION OF FUNDS FUNDS WILL BE WITHDRAWN FROM YOUR ACCOUNT ON THE 5TH DAY OF EACH MONTH. Exception if it falls on a weekend or a holiday. Xxxxxxxxxx will then be made on the next business day. I would like to Internal Revenue Code guidelines, initial enrollments and contribution increases cannot be processed until contribute to the first pay day GENERAL FUND in the month following amount of $ I would like to contribute to the month BUILDING FUND in the amount of $ I would like to contribute to WRLHS (Xxxx. High) FUND in the amount of $ **For any other contributions I will use my envelopes** NOTIFICATIONS: I will notify the Financial Secretary at St. Xxxxxx Lutheran Church if I plan to terminate or make any other changes to this plan. Signature: Date: Signature: Date: Envelope # Phone number: St. Xxxxxx Lutheran Church Direct Giving (DG) Agreement Form Instructions Complete the Direct Giving (DG) form. Include your Financial Institute account information: Routing number – include a deposit ticket or voided check with the form. Account number – indicate if you sign want withdrawals from your checking or savings account Funds will be directly deposited into the St. Xxxxxx Lutheran Church checking account at Associated Bank in Shawano, WI This form will be kept confidentially in the Church Office. Funds from your designated account will be withdrawn on the 5th day of each month. If the 5th falls on a weekend or holiday, the funds will be withdrawn on the next business day. Designation of funds. Direct Giving (DG) is for the General Fund, the Building Fund or WRLHS (Wolf River Lutheran High School) only. For any other contributions, please use your offering envelopes. Notify the Financial Secretary at St. Xxxxxx Lutheran Church if you plan to terminate this Participation Agreementagreement or make any other changes. For changes, please complete another Direct Giving form and place in an envelope. This includes contributions made should be placed in the Financial Secretary box located near the church office. Provide signatures of all person(s) that are listed on your account and date when signed. Include your envelope number. Include a contact phone number. When the financial secretary receives the statement of deposits from vacation/annual leave buydowns the bank, a direct payment batch will be prepared and payoffs at separation from service. Contribution limit: You can contribute up the funds will be applied to 100% of your available salary, expressed as a dollar amount, up to envelope number with the Internal Revenue Code’s annual individual contribution limit. Baby Boomer Catch-up: If fund(s) you are 50 or older, you are eligible to make additional contributions to the Section 457 Planhave chosen. You are automatically enrolled in the Baby Boomer Catch-up Program. If you do not want will continue to participate in the Baby Boomer Catch-up Program, you MUST contact the Deferred Compensation Program at 805/654-2620 each receive a year you do not wish to participate. Special Catch-up: If you haven’t contributed the maximum amount each year you were eligible to participate in the deferred compensation plans, you may qualify to make additional contributions (“catch-up”) the three years preceding your Normal Retirement Age. You must elect your Normal Retirement Age to participate in this program. Contact the Deferred Compensation Program at 805/654-2620 for more information or to enroll in the Special Catch-up Program. Note: you cannot participate in both the Baby Boomer Catch-up and Special Catch-up Programs in the same yearend statement from St. Xxxxxx Lutheran Church.

Appears in 1 contract

Samples: www.stjakobi.org

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