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 517 contracts

Sources: Amendment to Selling Group Agreement (Deutsche DWS Portfolio Trust), Amendment to Selling Group Agreement (Deutsche DWS Institutional Funds), Amendment to Selling Group Agreement (Deutsche DWS Money Market 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) or other agreed upon information to which the instruction relates.

Appears in 300 contracts

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

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

Sources: 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

Sources: 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

Sources: Selling and/or Services Agreement (Mercer Funds), Selling and/or 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 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 24 contracts

Sources: 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 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 24 contracts

Sources: Fund Participation Agreement (Northwestern Mutual Variable Life Account II), Fund Participation Agreement (Guardian Separate Account R), Fund Participation Agreement (Separate Account Vl I of Talcott Resolution Life & Annuity Insurance Co)

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

Sources: 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

Sources: Fund Participation Agreement (Jpmorgan Insurance Trust), Fund Participation Agreement (Lincoln Life Flexible Premium Variable Life Account M), Fund 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, 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 5 contracts

Sources: Participation Agreement (TIAA Separate Account VA-3), Participation Agreement (TIAA Separate Account VA-3), Participation Agreement (TIAA Separate Account VA-3)

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

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

Appears in 3 contracts

Sources: Operating Agreement (Tributary Funds, Inc.), Operating Agreement (Tributary Funds, Inc.), Operating Agreement (First Focus 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(sclient-shareholder(s) or account(s) or other agreed upon information to which the instruction relates.

Appears in 2 contracts

Sources: Services Agreement (Aul American Unit Trust), 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(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

Sources: Participation Agreement (SBL Variable Annuity Account Xiv), Participation Agreement (SBL Variable Annuity Account Xiv)

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 xxx 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 2 contracts

Sources: Fund Participation Agreement (Massachusetts Mutual Variable Annuity Separate Account 4), Fund Participation Agreement (Massachusetts Mutual Variable Annuity Separate Account 4)

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

Sources: 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 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 2 contracts

Sources: Fund Participation Agreement (Genworth Life & Annuity VA Separate Account 1), Fund Participation Agreement (Genworth Life of New York VA Separate Account 1)

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

Sources: 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 GIIGIl 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 2 contracts

Sources: Shareholder Information Agreement (American Fidelity Separate Account C), Shareholder Information Agreement (American Fidelity Separate Account B)

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

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

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(srestrictions) 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 1 contract

Sources: Fund Participation Agreement (Modern Woodmen of America Variable Annuity Account)

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

Sources: Information Sharing Agreement (PHL Variable Accumulation Account)

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 1 contract

Sources: Fund Participation Agreement (KILICO Variable Annuity Separate Account - 3)

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

Sources: 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

Sources: Servicing 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

Sources: 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(sShareholder( s) or account(saccount( s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Sources: Service 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

Sources: Networking Undertaking and Indemnity Agreement (Old Westbury Funds Inc)

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

Sources: Fund Participation Agreement (Minnesota Life Individual Variable Universal Life Account)

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

Sources: 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, 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

Sources: Order Processing Agreement (Tributary Funds, Inc.)

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

Sources: Selling and/or Services Agreement (Highland Funds I)

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

Sources: Administrative Services Agreement (Aul American Unit Trust)

Form of Instructions. Instructions to restrict or prohibit trading must include the TIN, ITIN, or GIIGIl 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, GIl 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 1 contract

Sources: Fund Participation Agreement (First Symetra National Life Insurance Co of Ny Sep Acct S)

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

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

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

Sources: Selling Group 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

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

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 1 contract

Sources: Fund Participation Agreement (First Symetra National Life Insurance Co of Ny Sep Acct S)

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

Sources: Dealer 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(s) or account(scount(s) or other agreed upon information to which the instruction relates.

Appears in 1 contract

Sources: Platform Dealer Agreement (GMO Series Trust)