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 240 contracts
Samples: Distribution Agreement (JOHCM Funds Trust), Advisors Series Trust (Advisors Series Trust), Service Fee Agreement (Advisor Managed Portfolios)
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
Samples: Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Asset Trust), Sales Agreement (Virtus Equity 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 39 contracts
Samples: Selling Agreement (Franklin Templeton Variable Insurance Products Trust), Selling Agreement (Templeton Global Investment Trust), Selling Agreement (Franklin Strategic Series)
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
Samples: 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 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(sFund Account(s) or other agreed agreed-upon information to which the instruction relates.
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) Variable Contract or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: 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
Samples: Shareholder Information 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 any equivalent identifying number of the Shareholder(s) or account(s) or other agreed upon information to which the instruction relates.. Oxx Xxxxxxxxx Xxxxx, Xxxxxxxx, XX 00000 | 800.248.7971 | Vxxxxx.xxx
Appears in 1 contract
Samples: Virtus Alternative Solutions Trust
Form of Instructions. Instructions submitted pursuant to this Section 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(sshareholder(s) or account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Shareholder Information Agreement (PHL Variable Accumulation Account)
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
Samples: Shareholder Information 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.. January 2007 7 I # 227206 v.1
Appears in 1 contract
Form of Instructions. Instructions must include the TIN, if known, and the specific restriction(sprohibition (s) to be executed, including how long the prohibition(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 1 contract
Samples: Shareholder Information Agreement (PHL Variable Accumulation 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) 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
Samples: Shareholder Information 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(saccounts) or other agreed upon information to which the instruction relates.
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(s) ), or other agreed upon information to which the instruction relates.
Appears in 1 contract
Samples: Shareholder Information Agreement (Allianz Life Variable Account B)
Form of Instructions. Instructions must include the TINTIN or other government-issued identifier, if known, and the specific restriction(s) to be executed. If the TIN or other government-issued 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 1 contract