Common use of Form of Instructions Clause in Contracts

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s policies relating to eliminating or reducing any dilution of the value of the Fund’s outstanding Shares.

Appears in 10 contracts

Samples: Shareholder Information Agreement (Transamerica Corporate Separate Account Sixteen), Shareholder Information Agreement (Prudential Discovery Premier Group Variable Contract Account), Agreement (Prudential Discovery Select Group Variable Contract Acct)

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Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 10 contracts

Samples: Shareholder Information Agreement (Pruco Life Flexible Premium Variable Annuity Account), Shareholder Information Agreement (Transamerica Corporate Separate Account Sixteen), Information Agreement (WRL Series Life Corporate Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s policies relating to eliminating or reducing any dilution of the value of the Fund’s outstanding Shares.

Appears in 9 contracts

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Shareholder Information Agreement (Pruco Life of New Jersey Variable Appreciable Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s policies relating to eliminating or reducing any dilution of the value of the Fund’s outstanding Shares.

Appears in 8 contracts

Samples: Sharing Agreement (Separate Account I of National Integrity Life Ins Co), Participation Agreement (Separate Account I of National Integrity Life Ins Co), Participation Agreement (Separate Account I of Integrity Life Insurance Co)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 7 contracts

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Shareholder Information Agreement (Pruco Life of New Jersey Variable Appreciable Account), Shareholder Information Agreement (Pruco Life Variable Appreciable Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the ShareholderCustomer, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is (areis(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Customer is not known, the instructions must include an equivalent identifying number of the Shareholder(sCustomer(s) or account(s) or other agreed upon information to which the instruction relates. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by ShareholderCustomer, information regarding those trades of the contract holder that violated the Fund’s policies relating to eliminating or reducing any dilution of the value of the Fund’s outstanding Shares.

Appears in 4 contracts

Samples: Participation Agreement (Ml of New York Variable Annuity Separate Account D), Participation Agreement (Ml of New York Variable Annuity Separate Account A), Contract Confirmation Agreement (Ml of New York Variable Annuity Separate Account D)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 4 contracts

Samples: Participation Agreement (Columbus Life Separate Account 1), Rule 22c 2 Agreement (Columbus Life Separate Account 1), Participation Agreement (Columbus Life Separate Account 1)

Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(sinstruction(s) to be executed, including how long the restriction(sprohibition(s) is (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 4 contracts

Samples: Alger American Fund Shareholder Information Agreement (Sage Variable Annuity Account A), Shareholder Information Agreement (Valley Forge Life Insurance Co Variable Annuity Separate Acc), Shareholder Information Agreement (PHL Variable Accumulation Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, the Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s policies relating to eliminating or reducing any dilution of the value of the Fund’s outstanding Shares.

Appears in 3 contracts

Samples: Shareholder Information Agreement (Llac Variable Account), 2 Shareholder Information Agreement (Protective Variable Annuity Separate Account), Shareholder Information Agreement (Titanium Universal Life Variable Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 (areis(are) to remain in place. If the TIN, ITIN, GII or 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 108777 information to which the instruction relates. Upon request of the Intermediary, the Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 3 contracts

Samples: Shareholder Information Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven), Shareholder Information Agreement (Talcott Resolution Life Insurance Co Separate Account Seven), Shareholder Information Agreement (Talcott Resolution Life & Annuity Insurance Co Separate Account Seven)

Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the ShareholderVariable Insurance Product owner, if known, and the specific restriction(s) to be executed, including how long the restriction(s) is (areis(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner number or participant account number associated with the Shareholder Variable Insurance Product owner is not known, the instructions must include an equivalent identifying number of the Shareholder(s) or account(sVariable Insurance Product owner (s) or other agreed upon information to which the instruction relates. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares Fund shares by ShareholderVariable Insurance Product owner, information regarding those trades of the contract Contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding SharesFund shares.

Appears in 3 contracts

Samples: Information Agreement (WRL Series Life Corporate Account), Information Agreement (WRL Series Life Corporate Account), Information Agreement (WRL Series Life Corporate Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(sprohibition(s) to be executed, including how long the restriction(sprohibition(s) is (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information Transaction Information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 2 contracts

Samples: Shareholder Information Agreement (Valley Forge Life Insurance Co Variable Life Separate Accoun), Shareholder Information Agreement (PHL Variable Accumulation Account)

Form of Instructions. Instructions must include the TIN, ITIN, or GII Gii 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 Gii or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 2 contracts

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2), Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

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Form of Instructions. Instructions must include the TIN, ITIN, ITIN or GII and the specific individual Contract owner 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 (areis(are) to remain in place. If the TIN, ITIN, GII or the specific individual Contract owner 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. Upon request of the Intermediary, the Fund agrees to will provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by the Shareholder, information regarding those trades of the contract holder Contract Owner that violated the Fund’s policies of the Fund or Intermediary relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 2 contracts

Samples: Participation Agreement (Lincoln Life & Annuity Flexible Premium Variable Life Account M), Participation Agreement (Llany Separate Account S for Flexible Premium Variable Life Insurance)

Form of Instructions. Instructions must include the TIN, ITIN, or GII Gil 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 Gil or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 2 contracts

Samples: Shareholder Information Agreement (Pruco Life Variable Appreciable Account), Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

Form of Instructions. Instructions must include the TIN, ITIN, or GII GU 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 Gil or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

Form of Instructions. Instructions must include the TIN, ITIN, or GII Gii 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 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, the Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (Columbus Life Separate Account 1)

Form of Instructions. Instructions must include the TIN, ITIN, or GII Gii 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 Gil or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

Form of Instructions. Instructions must include the TIN, ITIN, or GII 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 Gil or 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. Upon request of the Intermediary, Fund agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (Prudential Variable Contract Account Gi-2)

Form of Instructions. Instructions must include the TIN, ITIN, or GII and the specific individual Contract owner number or participant account number associated with the Shareholder, if known, and the specific restriction(sinstruction(s) to be executed, including how long the restriction(sprohibition(s) is (areis(are) to remain in place. If the TIN, ITIN, GII or 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. Upon request of the Intermediary, Fund Xxx Xxx agrees to provide to the Intermediary, along with any written instructions to prohibit further purchases or exchanges of Shares by Shareholder, information regarding those trades of the contract holder that violated the Fund’s 's policies relating to eliminating or reducing any dilution of the value of the Fund’s 's outstanding Shares.

Appears in 1 contract

Samples: Shareholder Information Agreement (PHL Variable Accumulation Account)

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