Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 254 contracts
Sources: Dealer Agreement (Adams Street Private Equity Navigator Fund LLC), Selling Group Member Agreement (Adams Street Private Equity Navigator Fund LLC), Distribution Agreement (Smead Funds Trust)
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN 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: Selling Agreement (Putnam Variable Trust), Selling Agreement (Putnam Tax Free Income Trust), Selling Agreement (Putnam Sustainable Leaders Fund)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 42 contracts
Sources: Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Equity Trust)
Form of Instructions. Instructions submitted pursuant to this Section must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 20 contracts
Sources: Intermediary Agreement (C M Life Variable Life Separate Account I), Intermediary Agreement (Protective Variable Annuity Separate Account), Intermediary Agreement (Separate Account I of Integrity Life Insurance Co)
Form of Instructions. Instructions must much include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 19 contracts
Sources: Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds), Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds), Mutual Fund Dealer Selling and Servicing Agreement (Madison Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 18 contracts
Sources: American Funds Rule 22c 2 Agreement (Northwestern Mutual Variable Life Account II), American Funds Rule 22c 2 Agreement (Pruco Life of New Jersey Variable Appreciable Account), American Funds Rule 22c 2 Agreement (Pruco Life Variable Universal Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed, including how long such restriction(s) are to remain in place. If the TIN 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 17 contracts
Sources: Rule 22c 2 Agreement (Talcott Resolution Life Insurance Co Separate Account Three), Fund Participation Agreement (Separate Account a of Union Security Life Ins Co of New York), Fund Participation Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account One)
Form of Instructions. Instructions must include the TIN, 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 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 17 contracts
Sources: Information Sharing and Restricted Trading Agreement (Agl Separate Account Vl-R), Information Sharing and Restricted Trading Agreement (Agl Separate Account Vl-R), Information Sharing and Restricted Trading Agreement (Agl Separate Account Vl-R)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 9 contracts
Sources: Selling Group Agreement (Pacific Funds Series Trust), Selling Group Agreement (PACIFIC FUNDS SERIES TRUST (Formerly Called PACIFIC LIFE FUNDS)), Shareholder Information Agreement (Pruco Life Variable Universal Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 4 contracts
Sources: Information Sharing Agreement (Tiaa-Cref Life Separate Account Vli-1), Information Sharing Agreement (ALAC Separate Account 1), Supplemental Agreement (PHL Variable Accumulation Account II)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sClient(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 4 contracts
Sources: Participation Agreement (Genworth Life & Annuity VA Separate Account 1), Participation Agreement (Genworth Life of New York VL Separate Account 1), Participation Agreement (Genworth Life of New York VA Separate Account 1)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders. account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Sources: Dealer Agreement (Sentinel Group Funds Inc), Dealer Agreement (Sentinel Group Funds Inc), Dealer Agreement (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(sAccount(s) or other agreed upon information to which the instruction relatesrelates agreed upon by the Servicer and the Fund.
Appears in 3 contracts
Sources: Rule 22c 2 Agreement (SBL Variable Annuity Account Xiv), Rule 22c 2 Agreement (SBL Variable Annuity Account Xiv), Rule 22c 2 Agreement (Variable Annuity Account A)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sWrap Program Participant(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Sources: Mutual Fund Service Agent Agreement (Aston Funds), Mutual Fund Service Agent Agreement (Aston Funds), Mutual Fund Service Agent Agreement (Aston Funds)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates.
Appears in 3 contracts
Sources: Information Sharing Agreement (Ultra Series Fund), Supplemental Agreement (PHL Variable Accumulation Account II), Information Sharing Agreement (Phoenix Life Variable Universal Life Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sshareholder(s) or account(s) or other agreed agreed-upon information to which the instruction relates.
Appears in 3 contracts
Sources: Administrative and Shareholder Services Agreement (Aul American Unit Trust), Participation Agreement (Wells Fargo Variable Trust), Administrative and Shareholder Services Agreement (Wells Fargo Funds Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(srestrictions(s) to be executed. If the TIN 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: Participation Agreement (Jefferson National Life Annuity Account G), Participation Agreement (Jefferson National Life Annuity Account G)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 2 contracts
Sources: Fund Participation Agreement (PHL Variable Accumulation Account II), Fund Participation Agreement (PHL Variable Accumulation Account II)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(sprohibition(s) to be executed. If the TIN 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: Information Sharing Agreement (PHL Variable Accumulation Account), Agreement Pursuant to Rule 22c 2 (Valley Forge Life Insurance Co Variable Annuity Separate Acc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Sources: Dealer Agreement (Sentinel Group Funds Inc), Dealer Agreement (Sentinel Group Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 2 contracts
Sources: Distribution Agreement (First American Strategy Funds Inc), Distribution Agreement (First American Investment Funds Inc)
Form of Instructions. Instructions must include the TIN, if known, TIN and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or Beneficial Owner(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Participation Agreement (Tiaa Separate Account Va-3)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(saccounts) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Shareholder Information Agreement (Cuna Mutual Variable Life Insurance Account)
Form of Instructions. Instructions must include the TIN, 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 is not known, the instructions must include an equivalent identifying number of the Shareholder(sPlan(s), Plan participant(s) or Plan account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Daily Valuation Agency Agreement (Priac Variable Contract Account A)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) Variable Contract or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Shareholder Information Agreement (Variable Annuity Account B)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) (i.e., a Contract owner NUMBER assigned by Intermediary) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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.. C-11 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(sContract owner(s) or account(sthe Company Fund Account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Participation Agreement (Ml of New York Variable Annuity Separate Account D)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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.. C-24 4856-8762-6516.2
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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
Form of Instructions. Instructions from the Company must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 Administrative Services Agreement (Nationwide Variable Account Ii)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an any equivalent identifying number of the Client-Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Broker Dealer Variable Contract Supervisory and Service Agreement (PHL Variable Insurance Co /Ct/)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(sinstruction(s) to be executed. If the TIN 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: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions submitted pursuant to this Section must include the TIN, . if known, and the specific restriction(s) to be executed. If the TIN 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: Intermediary Agreement (Annuity Investors Variable Account C)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) such as other government issued identifier to comply with Rule 22c-2(c)(5)(i), or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Rule 22c 2 Agreement (Thrivent Variable Annuity Account I)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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 1 contract
Sources: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(s) (i.e., a Contract owner number assigned by Intermediary) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Rule 22c 2 Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TIN, 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 is not known, the instructions must 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 (American Equity Life Annuity Account)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 9.
Appears in 1 contract
Sources: Information Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions Instruct▇▇▇▇ must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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: Distribution Agreement (Lincoln Life Variable Annuity Account N)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Sources: Information Sharing Agreement (Sentinel Variable Products Trust)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an and 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 must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders' account(s) or other agreed upon information to which the instruction relates. 7.
Appears in 1 contract
Sources: Information Sharing Agreement (National Variable Life Insurance Account)
Form of Instructions. Instructions must Instruction▇ ▇▇▇t include the TIN, if known, and the specific restriction(s) to be executed. If the TIN 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: Distribution Agreement (Lincoln New York Account N for Variable Annuities)
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(s) to be executed. If the TIN is not known, the instructions must include an equivalent identifying number of the Shareholder(s) Shareholders or the Shareholders’ account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Information Sharing Agreement (Phoenix Life Variable Accumulation Account)