Form of Instructions. Such Request 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 Clients or Accounts or other agreed upon information to which the instruction relates.
Appears in 72 contracts
Sources: Fund Participation Agreement (Talcott Resolution Life Insurance Co Separate Account 11), Fund Participation Agreement (Separate Account Va Bny), Fund Participation Agreement (Prudential Discovery Premier Group Variable Contract Account)
Form of Instructions. Such Request Instructions 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 Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 45 contracts
Sources: Fund Participation Agreement (First Investors Life Variable Annuity Fund C), Fund Participation Agreement (First Investors Life Level Premium Variable Lif Ins Sep Ac B), Fund Participation Agreement (First Investors Life Variable Annuity Fund C)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII 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 Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 26 contracts
Sources: Sales Agreement (Pimco Funds), Selected Dealer Agreement (Allianz Funds), Sales Agreement
Form of Instructions. Such Request 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 Clients Variable Contract owners or Accounts or other agreed upon information to which the instruction relates.
Appears in 15 contracts
Sources: Fund Participation Agreement (Annuity Investors Variable Account B), Fund Participation Agreement (Lincoln Variable Insurance Products Trust), Fund Participation Agreement (Variable Annuity Account a of Protective Life)
Form of Instructions. Such Request Instructions 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 Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 15 contracts
Sources: Shareholder Information Agreement (PLAIC Variable Annuity Account S), Rule 22c 2 Shareholder Information Agreement (PLICO Variable Annuity Account S), Participation Agreement (Mutual of America Separate Account No 2)
Form of Instructions. Such Request Instructions 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 Clients shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 14 contracts
Sources: Financial Institution Sales Contract (Putnam Global Health Care Fund), Dealer Sales Contract (Putnam Global Health Care Fund), Dealer Sales Contract (Putnam Sustainable Leaders Fund)
Form of Instructions. Such Request 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 Clients or Accounts Variable Contract owner or other agreed upon information to which the instruction relates.
Appears in 13 contracts
Sources: Fund Participation Agreement (Delaware Life Ny Variable Account D), Fund Participation Agreement (Delaware Life Ny Variable Account D), Fund Participation Agreement (Delaware Life Ny Variable Account C)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII GIC, if known, and the specific restriction(s) to be executed. If the TIN, ITIN or GII GIC is not known, the instructions must include an equivalent identifying number of the Clients Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 10 contracts
Sources: Selected Dealer Agreement (PIMCO Flexible Municipal Income Fund), Selected Dealer Agreement (PIMCO California Flexible Municipal Income Fund), Selected Dealer Agreement (PIMCO Flexible Real Estate Income Fund)
Form of Instructions. Such Request 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 Clients or Accounts or other agreed upon information to which the instruction relates.
Appears in 8 contracts
Sources: Servicing Agreement (Lazard Funds Inc), Servicing Agreement (Lazard Funds Inc), Servicing Agreement (Lazard Funds Inc)
Form of Instructions. Such Request Instructions 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 Clients Plan Participant(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 5 contracts
Sources: Service Agreement (GMO Series Trust), Service Agreement (GMO Series Trust), Service Agreement (GMO Series Trust)
Form of Instructions. Such Request Instructions 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 Clients Client(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 2 contracts
Sources: Information Sharing Agreement (SBL Variable Annuity Account Xiv), Information Sharing Agreement (Variable Annuity Account B)
Form of Instructions. Such Request Instructions 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 Clients Client-Shareholder(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request 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 Clients or Accounts Variable Contract owner(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Fund Participation Agreement (Lincoln Variable Insurance Products Trust)
Form of Instructions. Such Request Instructions 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 Clients Customer(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Service Agreement (GMO Series Trust)
Form of Instructions. Such Request Instructions 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 GII, is not known, the instructions must include an equivalent identifying number of the Clients or Accounts Client-Shareholder’s account or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Shareholder Information Rule 22c 2 Agreement (Stewart W P & Co Growth Fund Inc)
Form of Instructions. Such Request Instructions must include the TIN, ITIN or GII 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 Clients customer(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions 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 Clients Client(s) or Accounts account(s) or other agreed upon information to which the instruction relates.
Appears in 1 contract
Form of Instructions. Such Request Instructions 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 Clients Customer(s) or Accounts account(s) or other agreed upon information to which the whichthe instruction relates.
Appears in 1 contract
Sources: Service Agreement (GMO Series Trust)
Form of Instructions. Such Request 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 Clients Plan Representative or Participants or Accounts or other agreed upon information to which the instruction relates.
Appears in 1 contract
Sources: Financial Services Agreement (Aul American Unit Trust)
Form of Instructions. Such Request 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 Identifying Number of the Clients or Accounts or other agreed upon information to which the instruction relates.
Appears in 1 contract