Beneficiary Information Clause Examples
Beneficiary Information. While a designation of your beneficiary or beneficiaries is not required for investment, should you desire to identify your beneficiary of your investment herein, please provide the information requested below. If you live in a state with community property statutes and do not designate your spouse as the sole primary beneficiary, you represent and warrant that your spouse has consented to such a designation. Note that the information provided on this form will replace all existing primary and contingent beneficiary designations you have provided to us.
Beneficiary Information. Beneficiary information, which may or may not include individually-identifiable protected health information, will be managed in accordance with ACO’s HIPAA-compliant Privacy and Security Policy, ACO’s Data Use Policy, and the Business Associate and Qualified Service Organization Agreement, attached hereto as Exhibit B.
Beneficiary Information. I understand that unless I designate otherwise, my MNDCP beneficiary will be my surviving spouse, or if none, my estate. Beneficiary must be a natural person or qualifying trust. Beneficiaries will share equally if percentages are not provided. I may designate more than one person or entity (attach an additional sheet of paper if there is not enough space for your designating primary or contingent beneficiaries).
Beneficiary Information. In its SIP Work Plan (and not in its SIP Proposal), the Contractor shall identify Beneficiary(ies) for each Social Impact Commitment by name and address. Contractors must independently verify the following information about each Beneficiary:
Beneficiary Information. (If you need more space, please enclose a separate sheet of paper.) Primary Secondary SECTION 9: SIMPLE IRA Plans Only Employer Information:
Beneficiary Information. When the Custodian receives proper instruction, you IRA assets will be distributed to the beneficiary you designate in this section. If the primary beneficiary does not survive you, your IRA assets will be distributed to the secondary beneficiary. In the event all beneficiaries are deceased, distribution is made to your estate. If you name more than one beneficiary in a class (primary or secondary), indicated percentage for each; the percentage must total 100%. All surviving beneficiaries within the class will share equally if you do not indicate percentages. To name a Trust as your beneficiary, attach a copy of the trust Agreement to this form. Enter the name, date and Social Security or Tax Identification Number of the trust and address of the Trustee below. If you need additional space to name beneficiaries, attach a separate sheet that includes all information requested below and indicates whether the beneficiaries are primary or secondary. Sign and date the sheet. You may change your beneficiaries at any time by sending written instructions to the Custodian.
Beneficiary Information. If a transfer request describes the intended beneficiary inconsistently by name and account number, then payment by the beneficiary’s Financial Institution might be made on the basis of the account number even if it identifies a person different from the named beneficiary. If Customer is the originator of a transfer request containing an inconsistent name and account number, and the beneficiary’s bank, including Financial Institution, without knowledge of the inconsistency, makes payment on the basis of the account number, then Customer is obligated to pay the amount which is directed to the account number given.
Beneficiary Information. Primary Beneficiary Designation
Beneficiary Information o If you are requesting new products, you will need to complete and submit another Section C:
Beneficiary Information. A copy of the Beneficiary’s Social Security Card is required. 11/2013