Common use of Form of Instructions Clause in Contracts

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 506 contracts

Samples: Dealer Assistance Agreement (Marsico Investment Fund), Dealer Assistance Agreement (Marsico Investment Fund), Participation Agreement (Symetra Separate Account Sl)

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Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 290 contracts

Samples: Dealer Agreement (Natixis Funds Trust IV), Dealer Agreement (Loomis Sayles Funds Ii), Dealer Agreement (Loomis Sayles Funds I)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or GII the specific individual Contract owner number or participant account number associated with the Shareholder is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 43 contracts

Samples: Fund Participation Agreement (Horace Mann Life Insurance Co Separate Account), Participation Agreement (Tiaa Separate Account Va-3), Participation Agreement (Guardian Separate Acct N of the Guardian Ins & Annuity Co)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or GII the specific individual contract owner number or participant account number associated with the Shareholder is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 27 contracts

Samples: Fund Participation Agreement (Delaware Life Variable Account F), Fund Participation Agreement (Jpmorgan Insurance Trust), Fund Participation Agreement (Jefferson National Life Annuity Account G)

Form of Instructions. Instructions to restrict or prohibit trading must include the shareholder(s)’ TIN, ITIN, ITIN or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 26 contracts

Samples: Services Agreement (Mercer Funds), Services Agreement (Highland Global Allocation Fund), Selling Agreement (Nexpoint Event-Driven Fund)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGII and the specific individual Contract Owner number or participant account number associated with the Shareholder, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or GII the specific individual Contract Owner number or participant account number associated with the Shareholder is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 23 contracts

Samples: Fund Participation Agreement (Guardian Separate Account R), Fund Participation Agreement (Separate Account Vl I of Talcott Resolution Life & Annuity Insurance Co), Fund Participation Agreement (Aul American Individual Variable Life Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Accounts or other agreed upon information to which the instruction relates.

Appears in 18 contracts

Samples: Participation Agreement (Horace Mann Life Insurance Co Separate Account), Participation Agreement (Aul American Individual Variable Life Unit Trust), Participation Agreement (C M Life Variable Life Separate Account I)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GII, GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 7 contracts

Samples: Shareholder Information Agreement (Tiaa-Cref Life Separate Account Vli-1), Shareholder Information Agreement (Kilico Variable Annuity Separate Account), Shareholder Information Agreement (Variable Account B American Intl Life Assur Co of New York)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGII and the specific individual Contractowner number or participant account number, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GII or GII the specific individual Contractowner number or participant account number is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(sContractowner(s) or other agreed upon information to which the instruction relates.

Appears in 6 contracts

Samples: Fund Participation Agreement (Jpmorgan Insurance Trust), Fund Participation Agreement (Lincoln Life Flexible Premium Variable Life Account M), Participation Agreement (Lincoln Life & Annuity Flexible Premium Variable Life Account M)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GII, GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN, TII or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 5 contracts

Samples: Dealer Agreement (TCW Funds Inc), Dealer Agreement (TCW Funds Inc), Dealer Agreement (TCW Funds Inc)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 4 contracts

Samples: Participation Agreement (TIAA Separate Account VA-3), Shareholder Information Agreement (Tiaa Cref Life Fund), Shareholder Information Agreement (Tiaa Cref Life Separate Account Va-1)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Accounts or other agreed upon information to which the instruction relates. 2.2.

Appears in 3 contracts

Samples: Participation Agreement (Dfa Investment Dimensions Group Inc), Participation Agreement (Dfa Investment Dimensions Group Inc), Participation Agreement (Dfa Investment Dimensions Group Inc)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 2 contracts

Samples: Participation Agreement (SBL Variable Annuity Account Xiv), The Participation Agreement (SBL Variable Annuity Account Xiv)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, GII or GIImutually acceptable SEC approved identifier, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, GII or GII mutually acceptable SEC approved identifier is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 2 contracts

Samples: Shareholder Information Agreement (Lincoln New York Account N for Variable Annuities), Shareholder Information Agreement (Lincoln Life Variable Annuity Account N)

Form of Instructions. Instructions to restrict or prohibit trading must include the Shareholder(s)' TIN, ITIN, ITIN or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 2 contracts

Samples: Shareholder Services Agreement (Aul American Unit Trust), Selling Agreement (FundVantage Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, the specific individual Contract owner number (if known) and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Accounts or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Participation Agreement (Forethought Life Insurance Co Separate Account A)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sclient-shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Services Agreement (Needham Funds Inc)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(srestrictions(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Dealer Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGil, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII Gil is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Accounts or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Participation Agreement (Mutual of America Separate Account No 2)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient-shareholder(s) or account(sClient Account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Shareholder Service Agreement (Tributary Funds, Inc.)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. (ii)

Appears in 1 contract

Samples: Participation Agreement (TIAA Separate Account VA-3)

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Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGil, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII Gil is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Shareholder Services Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the Shareholder(s)’ TIN, ITIN, ITIN or GIIGIl, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII GIl is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Servicing Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sShareholder( s) or account(saccount( s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Service Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITINETIN, or GIIGil, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII Gil is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Tributary Funds, Inc.

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGIi, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII GIi is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Accounts or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Participation Agreement (COLI VUL-2 Series Account of Great-West Life & Annuity Insurance Co of New York)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(scount(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Platform Dealer Agreement (GMO Series Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the shareholder(s)’ TIN, ITIN, ITIN or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction Selling and/or Services Agreement Highland Funds relates.

Appears in 1 contract

Samples: Services Agreement (Highland Funds I)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, ITIN OR GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or ITIN OR GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sAccount(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Minnesota Life Individual Variable Universal Life Account

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GIIGU, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII GU is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relatesinstructions relate.

Appears in 1 contract

Samples: Selling Group Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the shareholder(s)’ TIN, ITIN, ITIN or GII, GII if known, and the specific restriction(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Fund/Serv and Networking Agreement (Old Westbury Funds Inc)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GII, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information Information to which the instruction relates.

Appears in 1 contract

Samples: Shareholder Information Agreement (PHL Variable Accumulation Account)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGU, if known, and the specific restriction(s) to be executed. If the TIN, ITIN, or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Administrative Services Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, ITIN or GII, if known, and the specific restriction(srestrictions(s) to be executed. If the TIN, ITIN, ITIN or GII is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Samples: Shareholder Information Agreement (Lincoln National Variable Annuity Account C)

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